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Ashraf Eassa  

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  • 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
  • Intel: Another Lie You Shouldn't Believe [View article]
    Analog devices don't scale as well as digital - that's the primary reason Intel wants all digital.
    Dec 2, 2013. 08:02 PM | 2 Likes Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    trader_xx

    Intel has only had Infineon since 2011. It's going to take time.
    Dec 2, 2013. 07:51 PM | 2 Likes Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    805 is a 28nm part.
    Dec 2, 2013. 07:38 PM | 1 Like Like |Link to Comment
  • Intel: Another Lie You Shouldn't Believe [View article]
    The X86 core really doesn't take up much of the Bay Trail die at all.
    Dec 2, 2013. 06:55 PM | 1 Like Like |Link to Comment
  • Apple: Not Out Of The Woods Yet [View article]
    Eh, for pure tablet usages, the Surfaces are terrible. As a PC proxy, Surface 2 sucks, but Surface Pro 2 is OK.

    I'd much rather have a notebook and a tablet than a convertible, believe it or not.
    Dec 2, 2013. 06:46 PM | 13 Likes Like |Link to Comment
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