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Ashraf Eassa

 
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  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    Bruce,

    It's such a shame that Intel's mobile IP isn't very good...I honestly would have thought with the big R&D bucks being spent, they'd have something better to show for it.

    That being said, it takes 3-4 years to do a chip, so what we're seeing in the market now reflects the relatively anemic R&D spent on these things way back in 2010/2011. Intel began seriously increasing its investments in mobile in late 2011/early 2012, so 2016 is when we should see the real fruits of that labor...

    --AE
    Dec 16, 2014. 11:15 PM | Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    IEDM = International Electron Devices Meeting
    NVM = Non-volatile memory
    ALD = Atomic layer deposition
    PCM = Phase change memory

    --AE
    Dec 16, 2014. 11:14 PM | 4 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Intel has been selling client SSDs for a long, long time...

    --AE
    Dec 16, 2014. 03:15 PM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    "Therefore, it is incorrect to suggest that Qualcomm makes less money on chip sales to Apple than it makes on on sales to Samsung, on a unit basis."

    Qualcomm disagrees with you ;)

    "QCT had record MSM shipments in the quarter, as forecasted, although the demand related to mid-tier chipsets was somewhat below our expectations. Implied revenue per MSM was down sequentially, reflecting an increased mix of thin modem chipsets in the premium tier."

    http://bit.ly/1wB6Hse

    --AE
    Dec 15, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Perhaps "slammed" was indeed strong language :-)

    I can't wait to see 14nm chips more broadly in the market. Looking forward to a Broadwell-based rMBA if Apple ever decides to update that model in my lifetime :)

    --AE
    Dec 15, 2014. 01:35 PM | 3 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    They're actually far higher because the CPU core isn't a big part of the overall picture. Baseband, connectivity, imaging, etc. all are important and where Qualcomm is currently unmatched.

    --AE
    Dec 15, 2014. 10:47 AM | 2 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Air gaps were actually initially slated to be implemented in IBM's 32nm node (and Intel's Mark Bohr at the time *slammed* them), but they never showed up in the IBM processes and did finally show up in the Intel 14nm logic process.

    IMFT has been using air-gaps in NAND for quite some time.

    Cool stuff from Intel...

    --AE
    Dec 14, 2014. 11:32 AM | 9 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    "I looked at the article you wrote that developed this projection. The article included several questions in the comment section to which I did not see responses."

    Alex isn't pulling it from thin air -- management guided to this CAGR. Of course, we can debate whether they'll actually hit it or not (forecasting that far out is tough), but management does know more than we do.

    --AE
    Dec 14, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    I think it'll do quite well over the next year. I am long common stock and would like to build a position in 2015 LEAPs when I can.

    --AE
    Dec 14, 2014. 12:01 AM | 2 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    Qualcomm doesn't sell the RF Front End to Apple; it sells the RF transceiver.

    --AE
    Dec 13, 2014. 11:25 PM | Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    Not a good idea to short w/o a thesis. What's your thesis?

    --AE
    Dec 11, 2014. 04:44 PM | 2 Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    Nice article, Bill.

    --AE
    Dec 11, 2014. 04:39 PM | Likes Like |Link to Comment
  • TSMC's November sales up 64% Y/Y; Samsung starts 14nm production [View news story]
    Nice showing from TSMC.

    --AE
    Dec 11, 2014. 02:06 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    I e-mailed AMD, and it looks like User 12115671 was correct and Devinder did indeed misspeak: K12 is targeted for a FinFET node.
    --AE
    Dec 10, 2014. 07:22 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    "The client road map does not mean that skybridge is late, especially considering the emphasis AMD has put on delivering on time."

    It can't be "late" because AMD never gave a precise launch timeframe...

    --AE
    Dec 9, 2014. 06:39 PM | 1 Like Like |Link to Comment
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