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Ashraf Eassa  

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  • Intel Train Is Leaving The Station [View article]
    Nope, it's because Samsung dropped Qualcomm's chips for Samsung chips.

    --AE
    Apr 23, 2015. 07:00 AM | 1 Like Like |Link to Comment
  • AMD: Rock-Bottom Margins Are Preferable To Dying From Declining Sales Of Traditional PCs [View article]
    "This article is written as though AMD is a staunch supporter of high margin products when in fact their entire Embedded semi-custom unit is all low margin. "

    This.

    --AE
    Apr 22, 2015. 10:34 AM | 4 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    You do realize that in a world of "super smart phones acting as PCs," Intel wouldn't be in the driver's seat...right?

    --AE
    Apr 20, 2015. 07:48 AM | 3 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Yeah, Intel should dump its PC business...right...

    Apple should give up the iPhone business, too.

    --AE

    (Disclaimer: this is sarcasm)
    Apr 18, 2015. 04:45 PM | 16 Likes Like |Link to Comment
  • AMD A Value Trap: Stock Has Further Downside [View article]
    "I couldn't believe how bad they were."

    Follow the company long enough, and these poor reports will become routine.

    --AE
    Apr 17, 2015. 09:22 PM | 3 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    "EPS is expected to increase during 2015 to an annual average rate of over $2.50 per year. The quarterly movement in EPS will be dramatic."

    I don't know how meaningful this is; Intel's business has a well-known seasonality of weaker 1H and stronger 2H, with the pattern exacerbated this year thanks to the inventory situation Intel talked about.

    Not sure if valuing Intel in the way that you suggest is the right way to think about it...

    --AE
    Apr 17, 2015. 08:11 PM | 2 Likes Like |Link to Comment
  • AMD -8.4%; company guides light, abandoning SeaMicro [View news story]
    Blackberry's balance sheet is much better than AMD's...

    --AE
    Apr 16, 2015. 05:33 PM | 6 Likes Like |Link to Comment
  • Advanced Micro Devices misses by $0.04, misses on revenue [View news story]
    Here's the short version...

    Quarterly miss is not great but not world ending, but they missed forward guide relative to expectations big time. AMD had told investors to expect Q1 to be a reset with a "return to growth" (I assume sequential) by Q2, but they're guiding for another sequential decline of 3%.

    Unfortunately for AMD's investors, this is typical AMD. I'll be interested to see what the execs have to say on today's call.

    --AE
    Apr 16, 2015. 04:41 PM | 3 Likes Like |Link to Comment
  • Intel's Struggles Continue In Q1 [View article]
    "Most of the people I encounter seem indifferent until they hear that Apple's A8X probably costs $20 vs. the Core M's $280. Going forward, Intel is going to have a very hard time keeping those contra revenues from increasing."

    You don't think Apple actually pays anywhere close to $280 for its Core M chips, do you?

    --AE
    Apr 15, 2015. 11:05 AM | 4 Likes Like |Link to Comment
  • Intel's Struggles Continue In Q1 [View article]
    "One alarming tidbit that came out of the earning's conference call was that Intel would be paying contra revenue for the SoFIA line, albeit less."

    I think that this may have been a transcription error...

    --AE
    Apr 15, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    Apple *is* a phone company.

    --AE
    Apr 8, 2015. 05:13 PM | 4 Likes Like |Link to Comment
  • Micron: Memory, Oligopolies And Valuation [View article]
    Very well done article, Russ. Thanks for writing.

    --AE
    Mar 31, 2015. 10:08 PM | 4 Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    It's easy to "diversify" their revenue when the piece they're trying to "diversify" from has dropped substantially ;)

    --AE
    Mar 29, 2015. 10:27 PM | Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Sean

    Just look at AMD's R&D spending now and the trend there, and look at the R&D budgets of its competitors. NVIDIA now outspends AMD, even though AMD has a much broader product portfolio.

    Intel and AMD aren't even on the same planet.

    You could argue that AMD is very efficiently managing its expenses, but I'm in the camp that thinks they're trying to do far too much with too little.

    Time will tell, but I think expecting AMD to come out with magic products that could reverse the multi-year share declines in its PC and server businesses might be a stretch.

    --AE
    Mar 28, 2015. 11:26 PM | 5 Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Andreas

    I don't think it's "value trap." In order for it to be a "value trap" it needs to look cheap (i.e. have "value")

    I don't see any meaningful financial metric (price-to-earnings, price-to-free cash flow, etc.) by which AMD is "cheap." I only see a low price per share and a lot of hope being pinned on future products.

    --AE
    Mar 28, 2015. 11:04 PM | 5 Likes Like |Link to Comment
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