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Ashraf Eassa

 
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  • A $132 Million Company Worth Less Than $0: Short Inscor [View article]
    Don't worry, this POS will come back down soon enough.
    Aug 9 05:19 PM | Likes Like |Link to Comment
  • Altera: 20-40% Upside As Intel Foundry Deal Drives Market Share Gains And Sentiment [View article]
    "Do you have any proof that shows TSMC has not improved performance during the past 4 years or is this your speculation?"

    Do you have any proof that Intel didn't improve its 32nm process? The problem is that it works both ways. Intel was ramping, tweaking, and improving its 32nm process since 2009, while TSMC didn't start shipping parts in earnest until 2012.
    Aug 9 03:51 PM | 5 Likes Like |Link to Comment
  • A $132 Million Company Worth Less Than $0: Short Inscor [View article]
    Shares down 18% today. Plenty more downside to come.
    Aug 9 12:07 PM | Likes Like |Link to Comment
  • Ubiquiti Networks: Significant Upside Potential In 2013 [View article]
    Damn good call, Matthew.
    Aug 9 09:39 AM | Likes Like |Link to Comment
  • A $132 Million Company Worth Less Than $0: Short Inscor [View article]
    I'll look into it. Thank you for the tip.
    Aug 9 09:38 AM | Likes Like |Link to Comment
  • Ambarella: A Small Company With A Big Future [View article]
    Will do some work on the name!
    Aug 8 06:06 PM | Likes Like |Link to Comment
  • Ambarella: A Small Company With A Big Future [View article]
    Interesting article, RS, and definitely not your usual type of stock to write about.

    Great work!
    Aug 8 02:57 PM | 3 Likes Like |Link to Comment
  • A More Profitable Semiconductor Company Than Intel [View article]
    TSMC is about to face serious competitive pressure in the foundry business. I wouldn't want to be long the stock.
    Aug 8 10:17 AM | Likes Like |Link to Comment
  • A More Profitable Semiconductor Company Than Intel [View article]
    Just short INTC already, Alexander ;)
    Aug 7 10:35 PM | 1 Like Like |Link to Comment
  • Intel's Dividend Disappointment: Don't Panic - Yet [View article]
    Not sure that stopping before a major product refresh happens, but that is your choice!
    Aug 7 08:18 PM | 1 Like Like |Link to Comment
  • A $132 Million Company Worth Less Than $0: Short Inscor [View article]
    Yep, I am!
    Aug 7 08:03 PM | Likes Like |Link to Comment
  • A $132 Million Company Worth Less Than $0: Short Inscor [View article]
    Most OTCBB scams usually do not balloon to $100M+ market caps.
    Aug 7 02:03 PM | 1 Like Like |Link to Comment
  • Microsoft's Surface Pro: Second Time's A Charm? [View article]
    "The investment has been made, there's no point in pulling the plug now. A good ARM release could make it all work, and Samsung is putting a lot of money into it. "

    What a load of complete gibberish,

    http://bit.ly/130ERKB

    ", Intel will release another Atom (which I'm seeing pretty bad performance numbers for, after the Antutu stuff, but they should have very low power for x86, with the compatibility)"

    Oh, I'd love a link to these "bad numbers". Or is this more nonsense that you're making up?
    Aug 7 01:15 PM | 2 Likes Like |Link to Comment
  • Tellabs: Discounted Assets With A Catalyst [View article]
    Great idea - was looking into this one myself.
    Aug 7 01:11 PM | Likes Like |Link to Comment
  • Microsoft's Surface Pro: Second Time's A Charm? [View article]
    "Microsoft has no reason not to continue it and most certainly will. Legacy applications are great but they're not what will drive the sales of high volume consumer devices (tablets, phones, watches, etc.) going forward."

    Why give up a feature if you don't have to, particularly if the Modern UI app ecosystem is not particularly well developed?

    My point is: why should anybody buy Windows RT when Windows 8 devices are the same price and can do much more?
    Aug 7 08:10 AM | 10 Likes Like |Link to Comment
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