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Ashraf Eassa  

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  • Apple's iPhone Trade-In Program... Desperate Or Brilliant? [View article]
    Yes, but what % of Apple's mix was it relative to previous releases?
    Sep 1, 2013. 08:19 AM | 1 Like Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    IVAM,

    "There is NO demand for the Iris pro, so Intel is NOT commanding anything."

    Right, there's so little demand, that Intel built it especially for Apple's MacBook Pro line. Say, could you tell me why the mighty AMD hasn't won the rMBP socket? Apple will sell an entire year's worth of rMBP 15" devices with Iris Pro, which will probably net Intel more on the top and bottom lines than AMD's entire PC division.

    "Ashraf, Do you understand economics?"

    Yeah, I do. I understand that every single mainstream Intel CPU on the planet ships with a pretty solid, low power iGPU, and that AMD has very little market share in the "APU" space. I also understand that AMD's APUs are much more power hungry than their Intel counterparts while offering inferior performance across the board. I also understand that Intel's PC Client Group took in ~$34B in FY2012, while AMD struggles to break the $1.2B mark on a quarterly basis.

    "I get the sense that I am not the only person who is chuckling ....."

    Laugh at your own peril, I suppose. When somebody who claims to be an investment professional makes it personal, you know that his argument is very weak.
    Sep 1, 2013. 08:16 AM | 1 Like Like |Link to Comment
  • AMD's Temash Will Redefine Tablet Performance [View article]
    CPU watchtower,

    Yup. Just as I predicted.
    Sep 1, 2013. 01:22 AM | Likes Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    "Intel is creating stuff, that is far, far to expensive to make sense for almost anybody, except maybe a few folks in the military, who only purchase a few thousand units."

    Are you delusional? Look at PC market share stats - Intel far outsells AMD at almost every price point.
    Aug 31, 2013. 11:36 PM | 1 Like Like |Link to Comment
  • IDC Forecast Shows PC Sales Could Pick Up Slightly For AMD [View article]
    "@Ashraf - posts like these always make me question why you hold AMD shares..."

    I only hold 500 at this point (had 2,000 @ ~$2.60, sold 1500 at about $4), which means that my shares are free. I might actually buy more soon when capital frees up...this thing is a swing trader's dream.
    Aug 31, 2013. 11:34 PM | 3 Likes Like |Link to Comment
  • IDC Forecast Shows PC Sales Could Pick Up Slightly For AMD [View article]
    @ Jomamaiscool

    The FX 8350 is a GIANT die - 1.2B transistors, 315mm^2 die, with NO GPU. Haswell (4770K) is a 177mm^2 die and it even comes with an iGPU. AMD has great performance/$ because AMD's products are not competitive enough on a performance/watt basis, so they price them significantly down.

    As an investor, I am NOT happy when my company is known for providing great performance/$ when it has absolutely no cost advantages.

    Do not confuse your inner consumer with your inner investor - what's good for one could be disastrous for the other! ;-)
    Aug 31, 2013. 09:17 AM | 2 Likes Like |Link to Comment
  • IDC Forecast Shows PC Sales Could Pick Up Slightly For AMD [View article]
    ta152h,

    "Something just doesn't make sense with such a fine processor for those markets, not getting design wins."

    The problems with Temash for tablets are numerous:

    1. It does not support Connected Standby
    2. It's a dual core 1GHz part and it will be trying to fend off a 2.4GHz Bay Trail quad core, a 1.9GHz Tegra 4, and a 2.3GHz Snapdragon 800 in Windows land (admittedly WinRT is dead, so it's really just up against the Bay Trail)
    3. It does not come with a few of the "tablet specific" IP blocks - for example, Temash does not include an image signal processor, but S800, T4, and Bay Trail do.
    4. Temash's memory bandwidth (single channel DDR3L-1066, I believe) is no match for Bay Trail's (dual channel LPDDR3)
    5. Temash comes saddled with a full PC "uncore" (i.e. SATA, PCIe, etc), while the Bay Trail-T SoC stips those away. Bay Trail-M/D, however, have full PC I/O.

    Basically, AMD's design point for its Kabini SoC was thin and light notebook PCs, NOT tablets. Ever notice that even the dual core Temash has only been seen in big, bulky 11.6" tablets?

    AMD's next generation, "Beema" should make things more competitive (albeit still stuck on a 28nm process, which limits performance improvements) by bringing in things like connected standby and maybe adding more power management fun.

    Time will tell.
    Aug 31, 2013. 09:13 AM | 1 Like Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    Jimbo75,

    Didn't know I could stick a Radeon 7750 into a notebook. That's a desktop add-in-board ;)
    Aug 31, 2013. 02:11 AM | 1 Like Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    Justin,

    Yeah, it's great when your company can command a price premium for the same die size. I wonder if it's related to the much better CPU, the much lower power consumption, the faster GPU, or some combination of the three? ;-)
    Aug 31, 2013. 02:11 AM | 1 Like Like |Link to Comment
  • IDC Forecast Shows PC Sales Could Pick Up Slightly For AMD [View article]
    Yeah, they get their shares for free, lol!
    Aug 31, 2013. 02:04 AM | 1 Like Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    Elektro,

    Iris Pro far outperforms any IGP from AMD.
    Aug 30, 2013. 11:57 AM | 1 Like Like |Link to Comment
  • Insider Buying And A Business On The Cusp Of Inflection: Shares Have 58% Upside [View article]
    Thank you. This one seemed too good to pass up from a risk/reward standpoint - very happy with gains so far.
    Aug 29, 2013. 10:37 AM | Likes Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    Intrinsic Value Asset Management,

    Very professional response.
    Aug 29, 2013. 10:29 AM | 1 Like Like |Link to Comment
  • AMD: Digitimes' Rumor Not Relevant To Investors [View article]
    edluv75,

    AMD is not dominating the "APU" market. Nearly every CPU that Intel ships comes with integrated graphics at this point, and Intel's market share far surpassed AMD's here.
    Aug 29, 2013. 10:29 AM | Likes Like |Link to Comment
  • 30% Upside As This Highly Shorted Tech Stock Benefits From The Apple Product Refresh Cycle [View article]
    Thanks, beatingthestreet - appreciate the compliment.
    Aug 29, 2013. 10:26 AM | Likes Like |Link to Comment
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