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Ashraf Eassa

 
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  • The Tragedy Of AMD [View article]
    I don't have most of my holdings in Intel (only about 20% of my portfolio), and obviously AMD's story depends greatly on its competitive positioning against Intel.

    Do you think companies exist in a vacuum?
    Oct 21 08:57 AM | 1 Like Like |Link to Comment
  • The Tragedy Of AMD [View article]
    That was last quarter...this quarter, sales fell off of a cliff.
    Oct 21 08:55 AM | Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    Glad you liked it, Dan! :-)
    Oct 21 08:54 AM | 1 Like Like |Link to Comment
  • The Tragedy Of AMD [View article]
    joezane,

    Your level of hostility is inversely correlated with AMD's share price - is that why your always troll me whenever the truth comes out?
    Oct 21 08:49 AM | 1 Like Like |Link to Comment
  • VirnetX: Short-Term Alpha, Long-Term Investment [View article]
    Excellent, high quality article. Thank you.
    Oct 21 08:10 AM | 3 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    I'd just watch the stock for signs of a technical bottom. I expect newsflow to become positive after the initial shock of this quarter wears off (particularly as AMD's mgmt does roadshows/investor conferences). Buying in low $3's and selling in low $4's could be an excellent trade. I will be watching for such an opportunity.
    Oct 21 01:58 AM | 3 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    AMD won't go out of business anytime soon...doesn't mean it's necessarily a good long.
    Oct 21 01:38 AM | 3 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    Sure...
    Oct 21 01:37 AM | 1 Like Like |Link to Comment
  • The Tragedy Of AMD [View article]
    How many of those companies trade near all-time lows?

    Problem is, every time AMD goes on a "massive tear", it loses it. And now it's difficult to see how it could go on a "massive tear" again. Typically requires strong, consistent revenue growth and FCF generation.

    AMD just got finished cutting R&D and sold almost all of its tangible assets. Big, big difference. Your post sounds like typical Y! board pump and dump nonsense about a "massive tear".

    It may yet happen, but not based on anything visible today. Address the questions/concerns I have about the actual business and then we'll talk. Until then, I see you as somebody who fails to understand just how risky AMD is.
    Oct 21 01:08 AM | 2 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    OK...
    Oct 20 11:37 PM | 2 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    edluv75,

    I think >$11B/year in data center group revenues speaks pretty plainly for itself. Between servers, chips for other people's servers, ethernet/infiniband adapters, and a whole host of high gross margin goodies, Intel doesn't need to beat it chest over a single design win.
    Oct 20 10:05 PM | 4 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    Intel sells servers:

    http://intel.ly/H9iZTY
    Oct 20 07:17 PM | 2 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    I'm sure they have a bunch of "wins" some of which are "major", but what is "major" in this case? How much is this VZ deal worth?
    Oct 20 06:50 PM | 2 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    "Your headline did go full Kofi."

    There's a big difference between, "Memo To X: You're all crazy" and "Hey, AMD's story is tragic...let me tell you about it and why it's going to be difficult going forward".

    Don't mistake "interesting" headlines with "sensationalistic" ones. A "Kofi-style" title would have been:

    "AMD Is Done For, Sell Now".
    Oct 20 06:15 PM | 7 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    @ Justin

    Would you not agree that what has happened to AMD over the last 10 years is a tragedy?

    A well-run AMD would be a $40+ stock today.
    Oct 20 06:13 PM | 9 Likes Like |Link to Comment
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