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Ashraf Eassa  

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  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    It's easy to "diversify" their revenue when the piece they're trying to "diversify" from has dropped substantially ;)

    --AE
    Mar 29, 2015. 10:27 PM | Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Sean

    Just look at AMD's R&D spending now and the trend there, and look at the R&D budgets of its competitors. NVIDIA now outspends AMD, even though AMD has a much broader product portfolio.

    Intel and AMD aren't even on the same planet.

    You could argue that AMD is very efficiently managing its expenses, but I'm in the camp that thinks they're trying to do far too much with too little.

    Time will tell, but I think expecting AMD to come out with magic products that could reverse the multi-year share declines in its PC and server businesses might be a stretch.

    --AE
    Mar 28, 2015. 11:26 PM | 5 Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Andreas

    I don't think it's "value trap." In order for it to be a "value trap" it needs to look cheap (i.e. have "value")

    I don't see any meaningful financial metric (price-to-earnings, price-to-free cash flow, etc.) by which AMD is "cheap." I only see a low price per share and a lot of hope being pinned on future products.

    --AE
    Mar 28, 2015. 11:04 PM | 4 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Bruce

    Thanks for the insight, and good luck!

    --AE
    Mar 28, 2015. 04:20 PM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Interesting choices, thanks for sharing! What's your game plan for these? Hold them until the investor meeting this year?

    --AE
    Mar 28, 2015. 03:23 PM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    What strike(s) do you hold? Very curious!

    --AE
    Mar 28, 2015. 01:51 PM | Likes Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    t0nutz

    Yes.

    --AE
    Mar 28, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    IMO, this could help make Intel basically a one-stop shop for data center customers. Quite a large moat Intel is building around this business!

    --AE
    Mar 27, 2015. 06:23 PM | 18 Likes Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    I like it!

    --AE
    Mar 27, 2015. 05:10 PM | 9 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    lofdeathnote

    Broxton will not integrate a baseband, but SoFIA LTE 2/SoFIA MID will probably be 7460-derived.

    --AE
    Mar 23, 2015. 10:48 PM | Likes Like |Link to Comment
  • Intel: Time For Some New Management [View article]
    If you don't mind me asking: what particular options are you holding?

    --AE
    Mar 23, 2015. 09:10 PM | 2 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    vector_us

    Older roadmaps floating on the web show 7460 on 14nm, but also keep in mind that Intel says that 14nm integrated SoCs will come in 2016. They will need to have their modem IP on 14nm by then if they are to hit this goal :)

    --AE
    Mar 23, 2015. 08:44 PM | 4 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    trader_xx

    I think for Intel to make real progress in mobile, it needs to be winning designs with competitive integrated apps processors + SoCs. Being one supplier to Apple for modems is nice and all, but that's not going to pay the bills long term, IMO.

    --AE
    Mar 23, 2015. 05:49 PM | 1 Like Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Always a pleasure :)

    --AE
    Mar 23, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    The modems and transceiver are separate chips; they are not IP licensed to Apple.

    That said, don't get me wrong: I agree fully with your basic premise that Apple would benefit from playing Qualcomm and Intel against each other. This gets Apple better pricing on more competitive parts.

    Apple is a supply chain master, after all :)

    --AE
    Mar 23, 2015. 04:22 PM | 2 Likes Like |Link to Comment
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