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Ashraf Eassa

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  • Intel Is Finally At Qualcomm's Doorstep [View article]
    Hi Alex,

    "Broxton will use the CPU/GPU design from Broadwell M, from what I understand."

    No. Broxton will be using Intel's Goldmont low power CPU architecture and a low-power variant of its Gen. 9 GPU (a generation ahead of Broadwell M). Further, Broxton will have specific IP that is smartphone/tablet related (such as an image signal processor) that Broadwell M does not have.

    XMM 7260 will not be integrated into Broxton; in fact, Broxton will not have an integrated modem at all according to this roadmap:

    It will be paired with a discrete XMM 7360 modem in cellular-capable devices.

    Aug 20 08:03 PM | 1 Like Like |Link to Comment
  • Apple tops $100 following bullish Morgan Stanley note [View news story]
    Congratulations to the longs here, though I agree with Paulo -- 60 million seems unrealistic.
    Aug 19 01:32 PM | 5 Likes Like |Link to Comment
  • Lenovo Doing Fine On Its Own [View article]
    Thanks for the write-up, Stephen. Top notch stuff.
    Aug 16 04:15 AM | 1 Like Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    Be careful in using SRAM density as the singular metric to define overall logic process density.
    Aug 12 01:17 AM | 1 Like Like |Link to Comment
  • Intel: Latent Profitability [View article]

    I must admit that while I had been an ardent believer that those claiming a 64nm pitch like TSMC/Samsung were wrong, I did not expect Intel to be this aggressive.

    Intel really knocked it out of the park with 14-nanometer, and I am honestly very excited about what Intel can do with this product in the mobile arena (we already know Intel makes the best PC products by a large margin).
    Aug 11 01:57 PM | 4 Likes Like |Link to Comment
  • Advanced Micro Devices Has 40% Upside Potential In 2014 [View article]

    Mac unit shipments were up 18% year-over-year in the most recent quarter.
    Aug 10 09:41 AM | 1 Like Like |Link to Comment
  • AMD's Conservative Guidance [View article]

    "The GPU glut is a myth."

    Straight from AMD's conference call:

    "Now let’s turn to graphics. In graphics, we saw a strong growth in our notebook GPUs as OEM design wins began to ramp in the quarter. This was offset by a decline for our enthusiast class offering in the AIB channel as demand from cryptocurrency miners abated. We expect to increase GPU shipments this quarter as market pricing for our R7 and R9 offerings become more consistent and as we head into the, what is typically the stronger second half of the year for GPUs. Regaining graphics market share remain a priority and we are confidence that our products go-to-market programs and design wins can drive gains throughout the coming quarters."

    "The area that we saw softness in the sector quarter and I think continues a little bit into third quarter, is in the Graphics segment and particularly in the enthusiast. We saw that crypto currency as we have expected to a bay but it was sharp because of the failure of some of those exchanges. And we also saw then because of its sharpness a follow-up in terms of second hand cards flooding into the market in that period of time based on that whole crypto of that."
    Aug 9 10:59 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices Has 40% Upside Potential In 2014 [View article]

    "Radeon brand is arguably the best GPU; now anyway, AMD APU's are also very good and better than Intel's and with some R&D cash could be made into something quite a bit better. AMD also has an ARM architectural license and Samsung does not. As I understand it they are buying the core du jour."

    Samsung does indeed have an ARM architectural license and signaled at its recent Analyst Day that it was developing a custom ARMH CPU core for inclusion in future Exynos products.

    Radeon is a good brand, but there is a lot of good GPU IP available for license by companies that need it for lower power applications. For higher performance applications, buying AMD means that said buyer would need to spend a lot of money going up against NVIDIA.

    While NVIDIA isn't invincible (no company is), battling NVIDIA in the dGPU space is tough. AMD should be commended for its ability to keep fighting the good fight on this front from a GPU architecture perspective, but from a business model perspective NVIDIA seems to have AMD beat in making money on dGPUs.
    Aug 9 08:49 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices Has 40% Upside Potential In 2014 [View article]
    AMD always seems to catch a "buyout rumor" after it announces dismal results, and it has always proven false. One day it's Samsung that's going to buy them, another it's TXN (which has more or less exited the MPU business), and yet another it's Apple.

    Any company that wants good GPU IP on the cheap can license it from ImgTec/ARMH, and any company that needs good CPU IP can get it from ARMH.

    The only thing that gets AMD stock meaningfully up from here is a healthy boost in free cash flow, IMO.
    Aug 7 03:53 PM | 2 Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    It's a long way down before I become a "bag-holder" on INTC.
    Aug 6 08:49 PM | 1 Like Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    Stocks don't always go up, you know.
    Aug 6 04:12 PM | 12 Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    "Dan's reasoning doesn't seem to hold water since somehow he must think Intel skipped 20nm on the way to 14nm. Apparently Dan has forgotten about the Intel 22nm TriGate. Dan, you know better than that, it's Samsung. Furthermore, for Dan to be right, Intel would have to agree to build parts for Qualcomm (NASDAQ:QCOM) and that ain't gonna happen."

    Samsung is not skipping 20-nanometer per se -- it's still using it in-house for Exynos . Samsung also did 45, 32, and 28nm, so even Samsung doesn't fit the definition of the player TSMC is talking about.

    GloFo, same deal -- they had 32nm HKMG, 28nm (both Poly-SiON and HKMG), but may be skipping 20-nanometer (I'm not sure about this though).

    It may be worth contacting TSMC to get further clarification here.
    Aug 6 04:04 PM | 11 Likes Like |Link to Comment
  • Update: Rosetta Stone Earnings [View article]
    I have never before seen a company actually try to value its own stock.

    Nevertheless, thanks for the update!
    Aug 6 11:45 AM | Likes Like |Link to Comment
  • Cavium Networks - Beat, Raise, Repeat [View article]
    Great write-up Stephen, as always.
    Jul 31 12:03 PM | 1 Like Like |Link to Comment
  • Intel Shorts Continue To Flee [View article]

    I'm sorry, but no. Only about 4% of Intel's float was shorted at its peak, so this run is anything but a "short squeeze".

    What makes it so that these 64-bit ARM server chip vendors can live on much lower margins than INTC can? Any vendor that tries to compete solely on price will get slaughtered by what appears to be a material cost structure advantage on Intel's part -- let alone Intel's traditional product superiority that is showing no signs of slowing down.
    Jul 31 09:21 AM | 2 Likes Like |Link to Comment