Seeking Alpha
View as an RSS Feed

Ashraf Eassa  

View Ashraf Eassa's Comments BY TICKER:
Latest  |  Highest rated
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    The only x86-based Zen coming in 2016 is the high end desktop chip with lots of cores. The APUs (mainstream desktops, laptops) won't come until 2017.

    --AE
    May 7, 2015. 09:38 AM | 3 Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    No Zen-based APUs until 2017? Guess those 14/16-nanometer chips will go up against not Skylake, but Cannonlake.

    --AE
    May 7, 2015. 08:24 AM | 1 Like Like |Link to Comment
  • AMD Product Roadmap Leak: Some Salvation For 2016 [View article]
    Yep. I e-mailed AMD myself and they told me the same thing.

    --AE
    May 6, 2015. 11:53 AM | 4 Likes Like |Link to Comment
  • New Intel® Xeon® Processors Accelerate Time to Insight, Transforming Data into Business Advantage [View article]
    They're 22nm.

    --AE
    May 5, 2015. 09:18 PM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    "My statistics professor explained that there are liars, damn liars and then statisticians."

    Pretty sure a stats teacher of mine told me the same thing :)

    --AE
    May 5, 2015. 11:05 AM | 2 Likes Like |Link to Comment
  • AMD: Rock-Bottom Margins Are Preferable To Dying From Declining Sales Of Traditional PCs [View article]
    Uh, less talent to fund future products and to sell said products?

    --AE
    May 1, 2015. 09:05 AM | 2 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    Cherry Trail won't fit into a phone....

    --AE
    Apr 30, 2015. 01:19 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    You're welcome.

    15 million phones...that's like 1% market share. If SoFIA LTE 2/SoFIA MID/Broxton are competitive, then 50 million seems like a reasonable goal for 2016.

    We'll see, though.

    --AE
    Apr 28, 2015. 10:25 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    Lenovo K80 is not SoFIA; it's Moorefield.

    --AE
    Apr 28, 2015. 07:16 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    The phone uses Moorefield, which is one of the 22nm SoCs that Intel provided contra-revenue payments for.

    --AE
    Apr 27, 2015. 09:25 PM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Hi Bruce,

    You're very welcome. Appreciate the kind words!

    --AE
    Apr 27, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    I'm definitely impressed with the execution on Intel's part in DCG. Their product portfolio is broad and deep, and the division executes like clockwork. As an Intel investor, I have zero concerns with how the company is running that particular business.

    --AE
    Apr 26, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    ...or the chip could require contra-revenue, meaning it actually contributes to the problem?

    --AE
    Apr 26, 2015. 07:10 AM | 5 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    oak8292

    I don't buy the claim of 60-70% yields on 7420 for one second.

    --AE
    Apr 24, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    DigiTimes probably obtained road maps from some of the Taiwan-based system vendors. Remember that many of the PC makers are based in Taiwan and those PC makers are informed of Intel's plans well in advance.

    I'd say DigiTimes is legit; they often get it right.

    --AE
    Apr 24, 2015. 11:01 AM | Likes Like |Link to Comment
COMMENTS STATS
9,287 Comments
15,084 Likes