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Ashraf Eassa  

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  • Windows 8 Fail: Intel Is Dead Money [View article]
    @familymisc

    "That statement is not correct when it comes to Mobile CPU/GPU market.
    Qualcomm is using ARM CPUs and ARM has a big lead in advanced low power mobile CPUs."

    Wrong. Qualcomm develops its own CPUs.

    " In fact, it is INTC who is a new comer to low power CPUs and they are still in the process of maturing their low power CPUs that can be used in mobile/laptop."

    Intel has been building laptop chips for years, and has been lowering the power envelopes of said laptop chips for ages. SIlvermont looks very competitive from what was presented at the recent disclosure from a performance/watt perspective.

    ". For mobile GPU, Qualcomm bought ATI moble GPU business and renamed it as Adreno GPU."

    Not quite. AMD's assets were not "ready made" as they are today. Qualcomm has spent a significant amount of money/effort to develop from that initial base, but make no mistake, what you see today is mostly Qualcomm, NOT the old AMD assets.

    "So, again INTC is the one who is a new comer to mobile GPU design and they are going through the pain of maturing it."
    Aug 26, 2013. 08:01 PM | Likes Like |Link to Comment
  • Health Net Has 20-30% Upside On Clear Catalysts [View article]
    Neat argument, Ashleigh!
    Aug 26, 2013. 04:04 PM | 1 Like Like |Link to Comment
  • Windows 8 Fail: Intel Is Dead Money [View article]
    AnonymousAlpha,

    Then sell Intel and buy Qualcomm. But more to the point Intel bought Infineon which had been developing RF/baseband for many years.

    Also, Intel has been developing advanced CPU and GPU architectures long before Qualcomm's Snapdragon was even on the drawing board.
    Aug 26, 2013. 03:50 PM | Likes Like |Link to Comment
  • Intel - Why It's Poised For Rebound, And Why You Should Be There When It Does [View article]
    " The production of the XMM 7260 will occur in Intel's own fabrications department, a move to not only reduce production cost, but also increase the company's production control"

    Wrong. XMM 7260 will be built on TSMC 28nm.

    "The Willow Trail is a second tablet platform, also scheduled for release in 3rd quarter 2014. The Willow Trail will contain Goldmont architecture, able to support Android and Windows phones, thanks to its GEN 9 GPU."

    Wrong. Willow Trail likely samples in Q4, as Digitimes mentioned, not release in Q3.
    Aug 26, 2013. 03:48 PM | 7 Likes Like |Link to Comment
  • Ambarella: Channel Checks Point To Earnings Miss, Significant Downside [View article]
    ksu,

    I believe that articles on SA should be used as a starting point for research - not as end-all, be-all recommendations.

    Look at it this way - if you believe that the author is wrong, then this is a good buying opportunity given the recent sell-off, since at the end of the day, earnings make-or-break a stock. If the author turns out to be right, then there can be money made being short.
    Aug 26, 2013. 03:21 PM | Likes Like |Link to Comment
  • A Look Into Advanced Micro Devices' Debt [View article]
    Justin,

    That's unfortunate, although expected. Global Foundries is not as reliable as TSMC.
    Aug 26, 2013. 02:45 PM | Likes Like |Link to Comment
  • Tesla Reminds Me Of Apple [View article]
    Thanks, Martin. Appreciate the comment.
    Aug 26, 2013. 02:43 PM | 3 Likes Like |Link to Comment
  • Tesla Reminds Me Of Apple [View article]
    What strike/exp?
    Aug 26, 2013. 02:42 PM | Likes Like |Link to Comment
  • Tesla Reminds Me Of Apple [View article]
    Well, if it pushes past $200 easily, then I'd say $250 or even $300 wouldn't be out of the realm of possibility.

    If it fails to get to $200, or briefly spikes over it and then pulls back, that may be the time to short.
    Aug 26, 2013. 02:25 PM | Likes Like |Link to Comment
  • Ambarella: Channel Checks Point To Earnings Miss, Significant Downside [View article]
    Jake,

    Please be more civil. I understand that you are frustrated, but making blanket, negative statements about all SA authors - many of which who work very hard to provide content - is unfair.
    Aug 26, 2013. 02:20 PM | 3 Likes Like |Link to Comment
  • Stay Out Of Bankrupt Patriot Coal's Equity - This Run Up Is Irrational [View article]
    Shares have now been cut in half since I issued this warning. Buying equity of bankrupt companies is playing the roulette wheel.
    Aug 26, 2013. 02:18 PM | 1 Like Like |Link to Comment
  • Intel: It's About LTE, Dummy [View article]
    PendragonY,

    They will, but you have to remember that the Infineon team was purchased mid-flight. Porting the designs to the new fab means that the design needed to begin from scratch on an Intel process.

    The typical design cycle is 3-4 years, so I would expect an Intel-built LTE in the late 2014/early 2015 timeframe.
    Aug 26, 2013. 02:16 PM | 1 Like Like |Link to Comment
  • Tesla Reminds Me Of Apple [View article]
    RSA,

    I wouldn't doubt it. This stock is a monster.
    Aug 26, 2013. 02:14 PM | 2 Likes Like |Link to Comment
  • 3D printer makers fly higher following Citi's coverage launches [View news story]
    Wowzers.
    Aug 26, 2013. 02:06 PM | Likes Like |Link to Comment
  • A Look Into Advanced Micro Devices' Debt [View article]
    Well, the risk is that the game consoles don't add materially to the bottom line, PC share continues to erode, the company fails to make in-roads in the tablet space, and its server attempts look undifferentiated and against stiff competition.

    It's not an easy long, and far from a sure thing, but I think risk/reward is pretty good. Don't see 1,000% upside, but a double is pretty reasonable if the stars align.
    Aug 26, 2013. 02:06 PM | 2 Likes Like |Link to Comment
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