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Ashraf Eassa

 
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  • Buy Intel And Profit From Market Fear [View article]
    Thanks for the article, David. Great work.
    Nov 21, 2013. 09:18 AM | 8 Likes Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    Tom,

    You bet. The big Q really worded the PR to try to confuse people and a lot of the media didn't help. Had to make several phone calls to get the facts straight - I don't blame you one bit.
    Nov 21, 2013. 08:08 AM | 5 Likes Like |Link to Comment
  • Intel Won't Build ARM Mobile Chips [View article]
    @David,

    I spoke to Pat Moorhead (top ranked industry analyst) and he told me that Qualcomm told him personally that it was 28 nanometer.
    Nov 21, 2013. 08:03 AM | Likes Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    Also, Snapdragon 805 appears to be a 28 nanometer chip, NOT a 20nm chip as the MDM9x35 is.
    Nov 21, 2013. 02:04 AM | 1 Like Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    Tom,

    The Snapdragon 805 does not feature an integrated cellular baseband. Qualcomm's MDM9x35 will be a Category 6 discrete modem built on TSMC's 20nm process and should be available in 2H 2014 to do battle with XMM 7260. I expect Qualcomm's solution to be superior, but they should be much closer than Intel/Qualcomm have ever been in the past.
    Nov 21, 2013. 01:46 AM | 2 Likes Like |Link to Comment
  • Intel Won't Build ARM Mobile Chips [View article]
    @ David

    Snapdragon 805 is a 28nm part.
    Nov 21, 2013. 12:41 AM | Likes Like |Link to Comment
  • Intel Shares To Skyrocket [View article]
    patt2374,

    Jan. 17.
    Nov 20, 2013. 08:51 PM | Likes Like |Link to Comment
  • I Concede Defeat On ARM Holdings [View article]
    stu_s,

    "From what I can tell, SA contributors don't need approval from an editor"

    Wrong. All articles are edited, roughly 25% of those submitted are published.

    "Please post all the Intel smartphone and tablet design wins Intel has scored, and then how many of each has shipped."

    Intel is now the 4th largest tablet chip vendor.

    "BTW, I'm curious what your qualifications are to diss an article in the trade press that's written for working professionals in the mobile device field. If EETimes and other trade publications wrote junk, they'd have no credibility so no serious people in the field would read it."

    Jim McGregor is known for his anti-Intel/pro-ARM slant. Nothing wrong with having your own views (everybody is biased to one degree or another), but keep them in mind before declaring anything gospel truth.

    Intel is doing far better in tablets than ARM is doing in servers, I can tell you that much, although I do expect ARM to do very well in comms/network infrastructure :-)
    Nov 20, 2013. 04:01 PM | 1 Like Like |Link to Comment
  • Intel Shares To Skyrocket [View article]
    RSA.

    That'd certainly be nice - my shares & calls wouldn't mind that one bit.
    Nov 20, 2013. 03:28 PM | Likes Like |Link to Comment
  • Intel Shares To Skyrocket [View article]
    "Intel's core PC business is rapidly eroding and it's high margin server segment is likely to face increasing price pressure from ARM-based solutions."

    I do not agree. The PC business is bottoming out, and the company's efforts in mobile have already begun to pay off nicely in terms of market share. The products continue to become more compelling, and the company is winning more designs each day. The combined smartphone + tablet AP/comms TAM is substantial (in excess of $40B annually), and even 20% MSS in this market would more than compensate for the last leg down in the PC market (which again, is bottoming).

    On top of that, Intel does not face major threats in its high end datacenter business from the likes of AMCC; rather the opposite. Intel is RAPIDLY encroaching on these players' core networking/comms infrastructure market and has already gained substantial share here.

    On top of all of this, Intel has significant structural/cost advantages (manufacturing technology leadership, in-house wafer fabrication, packaging and test, economies of scale, very high R&D leverage, a top 8 brand, etc.) that will become evident over the next year.

    I do not agree that Intel's shares will "skyrocket", but I do believe that the shares are materially undervalued and that a slow and steady rise up (ala TI from ~$26 -> $42) is more than likely.
    Nov 20, 2013. 01:47 PM | 14 Likes Like |Link to Comment
  • AMD: Geeks Gone Wild [View article]
    No, we're just enjoying our fat dividend yield and massive profitability while people get overly excited about yet another AMD technology that sounds great on paper but will likely fail to see material adoption.

    Oh, and AMD fans are typically rabid, so it's tough to actually point these things out without getting flamed ;-)
    Nov 20, 2013. 01:38 PM | 3 Likes Like |Link to Comment
  • Intel Shares To Skyrocket [View article]
    Cube,

    Disagree re: sentiment. It comes down to earnings. I do not expect meaningful multiple expansion for INTC, but I do expect a big "gap up" in earnings and then a reset of the multiple to the current 12-14x range.
    Nov 20, 2013. 11:43 AM | 7 Likes Like |Link to Comment
  • On Apple And Vertical Integration [View article]
    Nice article/rebuttal :-)
    Nov 20, 2013. 09:14 AM | 11 Likes Like |Link to Comment
  • BlackBerry Shareholders Got Flooded [View article]
    Good article, Kofi.
    Nov 20, 2013. 08:37 AM | 1 Like Like |Link to Comment
  • Intel Vindicated, Very Competitive With Apple's A7 [View article]
    Garthilk,

    Please learn how to interpret the data that you linked me to. It just proves my claim since Windows 8 tablets have 4% share (these are all Intel) and Intel does have some Android share.
    Nov 20, 2013. 01:22 AM | Likes Like |Link to Comment
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