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Ashraf Eassa  

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  • Is Qualcomm Volume Slipping? [View article]
    RT is exceptionally dead. The original Surface is selling well because it's being sold at fire-sale prices. The Surface 2 probably isn't doing all that well, and I have little doubt that the Bay Trail based alternatives are selling much better (think ASUS T100).

    That being said, I agree: Qualcomm's main profit drivers come from wireless patent licensing and not from chips. And even as far as chips go, nobody's even close to what Qualcomm is delivering on the mobile SoC side.
    Dec 6, 2013. 01:22 AM | Likes Like |Link to Comment
  • Dear NQ Mobile: Help Us Help You [View article]
    That's a stupid idea. This is an investment site. People are writing about investments.

    Would you trust people to write about investments who don't actually invest?
    Dec 5, 2013. 10:06 PM | 3 Likes Like |Link to Comment
  • Mellanox Badly Dented, But Not Done [View article]
    WTF?
    Dec 5, 2013. 08:25 PM | 1 Like Like |Link to Comment
  • Intel's Tablet 'Giveaway' Explained [View article]
    TakeFive,

    No, I mean I would love to hear why you think it'll be up 30%. You could always take this as an opportunity to join the ranks of the SA authors :-)
    Dec 5, 2013. 07:52 PM | Likes Like |Link to Comment
  • Altisource Asset Management: Significant Mispricing [View article]
    Very nice article, Paulo.
    Dec 5, 2013. 01:53 PM | 3 Likes Like |Link to Comment
  • Intel: Inside Internet Of Everything And Internet Of Things [View article]
    Agree. Quark is a science project, not a legitimate competitor to anything from ARMH.
    Dec 5, 2013. 01:44 PM | 1 Like Like |Link to Comment
  • Mellanox Badly Dented, But Not Done [View article]
    " I'm skeptical that Mellanox is in serious danger. True, companies seldom ever hold on to that kind of market share in a lucrative market, but my opinion on Intel is that the company is much better at talking and projecting than delivering."

    The big problem here isn't that Intel is going to compete with Mellanox's Infiniband business - it's that Intel is going to integrate that functionality onto the CPUs that Mellanox's products attach to. It's sort of the 'NVIDIA problem'.

    That being said, as long as Mellanox can keep its technology on the discrete side one step ahead of what Intel will be able to integrate onto its chips, then the company should be fine in HPC. I also agree that the rest of the business is quite robust and as non-HPC stuff begins to comprise more of the company's product mix, the Infiniband "risk" is significantly mitigated.

    Nice article :-)
    Dec 5, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Intel's Tablet 'Giveaway' Explained [View article]
    TakeFive

    30%? On what basis? I'd be surprised if it weren't down by this time next year as it begins to lose LTE baseband share.
    Dec 5, 2013. 12:23 PM | Likes Like |Link to Comment
  • Intel Not Attractive At Current Level, Sees 20% Downside Risk [View article]
    If you really believe this, man up and short! :-)
    Dec 5, 2013. 11:31 AM | 16 Likes Like |Link to Comment
  • Intel's Tablet 'Giveaway' Explained [View article]
    trader_xx,

    QCOM has about the same share. In the high end, it's ALL Qualcomm. LTE basebands? 97% Qualcomm.

    Qualcomm is a force to be reckoned with and Intel's biggest problem. Even an Intel bull like me will tell you that.
    Dec 5, 2013. 11:29 AM | 2 Likes Like |Link to Comment
  • Intel's Tablet 'Giveaway' Explained [View article]
    trader_xx,

    Is Qualcomm's dominance any better? Or is this just the natural order of things?

    Nobody wants to use inferior chips. That's why your beloved AMD is coughing up blood and why Intel continues to take more share in PCs.
    Dec 5, 2013. 10:38 AM | 2 Likes Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    LOL - okay.
    Dec 5, 2013. 12:33 AM | Likes Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    investingInvestor,

    I would have much less to write about if it weren't for the spirited debates and questions that happen in the comments sections of my articles.

    Bulls and bears, I appreciate your comments equally :-)
    Dec 4, 2013. 02:50 PM | 1 Like Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    You mean this article here?

    http://bit.ly/18mhBEr

    "Marvell Offers Upside Potential From Here As Operational Strength Continues"?

    Perhaps you should spend more time paying attention to what you read :-)
    Dec 4, 2013. 02:42 PM | Likes Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    Thanks, snoopy44. Always great to have a fresh perspective written. Look forward to more of your comments and hope you've hit the "follow" button :-)
    Dec 2, 2013. 08:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
9,305 Comments
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