Ashraf Eassa
Ashraf Eassa
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Ashraf Eassa
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Apple: It's Time To Move On [View article]
Erm, I'm not short Apple, so there's no "bet". Further, I take positions based on my beliefs, not the other way around.
HP Could Double... Again [View article]
Intel: Responding To The Linley Group's Analysis [View article]
Microsoft may chant that RT isn't dead, but Microsoft also didn't want Windows for MIPS and the DEC Alpha to die, too. It's just the market spoke...and x86 compatibility is critical on Windows.
With Intel/AMD flooding the market with cheap, fully compatible chips, Windows RT is as good as dead.
Apple: It's Time To Move On [View article]
Great points.
Intel: Responding To The Linley Group's Analysis [View article]
A shrink to 28nm won't offset two more cores at full tilt ;)
Intel: Responding To The Linley Group's Analysis [View article]
The Snapdragon 600 and Exynos 5 Octa are no longer in production? Could've fooled me...
Intel: Responding To The Linley Group's Analysis [View article]
I think he's dead wrong, especially given the hardware and software efforts that Intel is making to really push into this space.
I would gladly bet my entire net worth against your friend's thesis. The Kodak comparison is, in my view, absolutely incorrect. At the end of the day, Intel has Windows 8 tablets/convertibles on lock, it owns and will vigorously defend against ARM in servers (which I think will end up just like Windows RT which was killed at birth by Intel), and I think that Intel will make some serious inroads into Android.
See the rest of my writings for more depth...I have covered this extensively :)
Intel: Responding To The Linley Group's Analysis [View article]
The market for low power dense servers is wide open, and Intel is still going to be playing here and throwing its software might as well as SoC design + process might here. Moving to ARM designed cores might save development time, but AMD already develops a low power core, so it seems to make very little sense to me.
But...do note that SeaMicro was probably building its own micro-server oriented SoC before AMD bought them, which might explain it.
Apple: It's Time To Move On [View article]
:)
Intel: Responding To The Linley Group's Analysis [View article]
I agree. AMD is going higher, IMO, at least if it can successfully ride this Windows 8 tablet/convertible wave that Intel is about to unleash.
I do think they are betting on the wrong horse in micro-servers though. They should be using Jaguar, not ARM's A57.
Intel: Responding To The Linley Group's Analysis [View article]
Apple: It's Time To Move On [View article]
Sleep...one of these days, I will know the meaning of the word! :)
Intel: Responding To The Linley Group's Analysis [View article]
Thanks for the comment - I'm very interested as well. By the way, I think with Jaguar, AMD just made life even harder for ARM's potential penetration into the high end tablet/PC space.
Full Windows 8 compatibility is a weapon Intel and AMD have, and thanks to Intel's efforts in porting Android to x86, AMD will be able to fight there too.
Apple: It's Time To Move On [View article]
Thank you for the kind words and the excellent points. I always love hearing the other side of the argument, and you sir have always make an excellent case for whatever side you're on.
Apple: It's Time To Move On [View article]
If you didn't read the article, then how do you feel qualified to critique it?