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Ashraf Eassa

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  • Apple, Android, And The Future Of The Smartphone [View article]
    Thank you for telling me what I should (not) be bullish on, but I will kindly disregard it as I believe that my Intel thesis is quite solid.
    May 19 01:12 PM | Likes Like |Link to Comment
  • Intel Wins Samsung's Galaxy Tab [View article]
    Qniform,

    Why would Intel allocate wafers to lower margin business when it could allocate those same wafers to its own Intel Architecture chips for higher margin?
    May 19 11:48 AM | 2 Likes Like |Link to Comment
  • Intel Wins Samsung's Galaxy Tab [View article]
    I would guess Intel gets the majority of the merchant tablet market by end of year 2014.
    May 19 11:46 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    I'd think a Haswell with much lower idle power/dynamic range and/or a Baytrail makes more sense. Haswell is probably going to be stuck in the Surface Pro for cost reasons, and I'd bet if regular Surface goes X86, it will a Baytrail part.

    TDP is one thing, but idle power characteristics are really key for battery life. Temash isn't anywhere close to where ARM, Intel, Qualcomm, etc. are in this regard.
    May 18 09:19 PM | Likes Like |Link to Comment
  • Intel's Server Market Share To Decline As Competition Heats Up [View article]
    Aricool,

    Intel bought 15% of ASML. Seems like they're a step ahead of you ;)
    May 18 03:47 PM | 1 Like Like |Link to Comment
  • Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
    Robert,

    Galaxy Tab with Intel inside :)

    http://bit.ly/10CbMS5
    May 18 01:33 PM | Likes Like |Link to Comment
  • ARM Holdings: Learning From My Mistakes [View article]
    SeekValue,

    Sorry to hear about your loss, but my first negative article on ARM was actually published when the pps was ~$37.28, I believe.
    May 18 12:26 PM | Likes Like |Link to Comment
  • Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
    What about "Bay Trail" and "Merrifield" is "overbuilt"?
    May 18 12:05 PM | Likes Like |Link to Comment
  • Apple, Android, And The Future Of The Smartphone [View article]
    Sal,

    Google is creating an ecosystem and it will indirectly monetize Android via this sphere of influence.
    May 18 02:31 AM | 1 Like Like |Link to Comment
  • Apple, Android, And The Future Of The Smartphone [View article]
    Did I even mention Intel? lol

    I didn't.
    May 18 02:30 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    Tokamak,

    Intel no longer plans to make motherboards.
    May 18 12:06 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    Justin,

    >>z60 hondo is 456% compared to N2600 Atom on 3dMark06

    N2600 uses PowerVR SGX 545...this is a very, very old and slow chip. The SGX 544MP2 in "Clover Trail+" is 3x the speed of this chip, and I expect the 4EU Gen7 GPU in "Bay Trail" to be even more competitive, albeit it will still likely trail the 128 GCN Temash.

    >>This video states hondo dominates clover trail

    In GPU this is true, but in CPU and battery life, not so much: http://bit.ly/18RqUP1

    "The battery life unfortunately isn't able to contend with the Dell Latitude 10 (15:52 h) and Lenovo ThinkPad Tablet 2 (7:39 h) Atom based rivals, while the Intel competitor (Atom Z2760: +42%; R11.5 Multi) outperforms in terms of the processing power. The system is not slow by any means though, thanks to the fast Hynix HFS128G3 SSD (128 GB), which is able to read and write at fast speeds so that users will not notice any difference compared to Windows 8 tablets running on the Atom platform."

    ". We measured a maximum of 19 Watts with peak utilization and the highest brightness while the battery was fully charged.

    The Atom based competitors only required between 9 and 11 Watts (ThinkPad Tablet 2 / Latitude 10) during the same test, while this value was at 5 and 10 Watts (Q572: 16 Watts) during a 3DMark benchmark. Our AMD tablet therefore has an up to twice as high power consumption depending on the scenario! Since this also continues in an idle state, things do not look very promising for the battery life of the Stylistic."

    AMD's Z60 is unsuitable for a "tablet" as we know it, and it looks as though quad core "Temash" is equally unsuitable. Dual core Temash @ 1GHz should be okay, but idle power characteristics probably aren't great, which means general purpose battery life will be equally not great.

    You need to dig more into the facts and not take AMD's claims blindly. I have been watching the "Temash" story with skepticism that seems to now be confirmed. It's a good low cost PC laptop chip, but it is a lousy tablet chip due to lack of sophisticated power management and performance levels that are too high for the 28nm process at tablet-like battery life.
    May 17 10:13 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    The power consumption figures in the source material suggest an active TDP of 8W - 15W depending on whether docked, whether we are using high power graphics, etc.

    This is not an iPad-oriented chip...it's an Ultrabook-type chip ;)
    May 17 08:58 PM | Likes Like |Link to Comment
  • Intel: Silvermont - The ARM Killer [View article]
    Cincinnatus,

    Oh, heh...whadda ya know...
    May 17 08:38 PM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    That's not what actual reviews of products are saying...perhaps they mean a dual core Temash in a 13" body in the best case conditions? :)
    May 17 08:32 PM | Likes Like |Link to Comment
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