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Ashraf Eassa  

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  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    Yeah, I've always wondered when they planned to take a massive write-down on McAFAIL.
    Nov 22, 2013. 10:03 AM | 4 Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    I agree. Intel's greatness isn't from being a chip fab, but from being a world class product co enabled by its world class manufacturing.
    Nov 22, 2013. 09:58 AM | 3 Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    Nope, at the investor meeting they even had a little chart claiming theyd'd be OK doing smartphones for competitors.

    And yes, mgmt explicitly removed that caveat. They'll prostitute their fabs to any competitors as long as the money is right.
    Nov 22, 2013. 09:54 AM | 6 Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    tunaman4u2,

    Thanks. Like I said in a previous article: I don't write to suit my positions, I just tell it like I see it :-)
    Nov 22, 2013. 09:51 AM | 12 Likes Like |Link to Comment
  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    Want my no-nonsense assessment?

    Intel messed up. Big time. Article coming soon explaining why.
    Nov 22, 2013. 09:34 AM | 2 Likes Like |Link to Comment
  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    Rob,

    Intel explicitly said that they don't need the foundry business to keep fabs full. Please listen to the CFO's presentation - it was quite enlightening.

    Although I will say that the guidance for flat revs in 2014 is discouraging. The PC market decline is going to offset the gains that they will see in tablets (aiming for 40Mu of Bay Trail shipments, but they are dive-bombing their gross margins to do it since the Bay Trail platform itself had too high of a BoM cost to compete profitably in the low end/mid range tablet segment).

    I also don't think they're going to build products for the likes of Qualcomm, even if the CEO didn't want to explicitly reject it since he wants to pump up the stock price. All he did was pump up ARMH since ARMH would be a clear winner if INTC gave up on X86 and just did ARMH across all of its product lines.
    Nov 22, 2013. 09:22 AM | Likes Like |Link to Comment
  • Violin Memory collapses 26.8% AH on Q3 miss, disappointing guidance [View news story]
    Ugly results. Watch for my write-up tomorrow.
    Nov 22, 2013. 12:32 AM | Likes Like |Link to Comment
  • Intel Gets Its Act Together: Analyst Day Takeaways [View article]
    Why don't you read Terrier's article? Then you may find answers to your questions :-)
    Nov 21, 2013. 05:17 PM | 3 Likes Like |Link to Comment
  • Intel Gets Its Act Together: Analyst Day Takeaways [View article]
    Great article, Terrier :)
    Nov 21, 2013. 04:46 PM | 4 Likes Like |Link to Comment
  • OCZ Technology - A Gambler's Delight [View article]
    rob.L,

    Please be considerate to Austin. It takes a lot of courage to publish on OCZ, particularly as bulls tend to rip apart anybody with any bearish sentiment at all.
    Nov 21, 2013. 02:06 PM | 2 Likes Like |Link to Comment
  • OCZ Technology - A Gambler's Delight [View article]
    Superb article, Austin. Keep up the great work.
    Nov 21, 2013. 02:00 PM | Likes Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    xerex,

    No, for tablets, Windows 8.1 comes with Office, too. Also, the problems with RT (can't run X86 apps) cannot be fixed.
    Nov 21, 2013. 12:14 PM | Likes Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    Intel's LTE data isn't as good as Qualcomm's, but it's not terribly behind - at least XMM 7160 does OK against MDM9x15. With XMM 7260, Intel should be at feature parity with Qualcomm's next generation MDM9x35, although 9x35 is built on TSMC's 20nm while 7260 is on TSMC's 28nm, so QCOM will probably have a power advantage.
    Nov 21, 2013. 10:35 AM | 2 Likes Like |Link to Comment
  • Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? [View article]
    Intel can put data LTE solutions into tablets today.

    http://bit.ly/1dkHITs
    Nov 21, 2013. 10:21 AM | 2 Likes Like |Link to Comment
  • Buy Intel And Profit From Market Fear [View article]
    Investor day is today.
    Nov 21, 2013. 09:56 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
9,168 Comments
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