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Ashraf Eassa  

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  • WSJ: Intel to announce $54/share Altera deal on Monday [View news story]
    techy46

    That's not the right definition of "idle capacity."

    An empty shell with no equipment, no personnel, etc. isn't "capacity" because you can't just say, "hey, let's start building some chips here."

    Capacity implies a fully equipped/staffed fab. "Excess capacity" means a fully equipped/staffed fab that's not being fully utilized.

    Only "excess capacity" has a meaningful impact on the P&L; an empty shell sitting there waiting to be equipped has pretty much zero impact on depreciation and thus on the company's financials.

    --AE
    Jun 1, 2015. 02:02 PM | 2 Likes Like |Link to Comment
  • Intel confirms Altera purchase [View news story]
    They just held a conference call explaining the rationale behind the deal...

    --AE
    Jun 1, 2015. 11:30 AM | Likes Like |Link to Comment
  • WSJ: Intel to announce $54/share Altera deal on Monday [View news story]
    Mada Media Research,

    Massive unused fab capacity? Do you have any evidence that this is the case?

    --AE
    May 31, 2015. 07:32 PM | 4 Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    rav55

    "The SLIDE THAT I LINKED IS OFFICIAL. Everybody in the world except you Assraff Queens understand that.

    Why do you insist on arguing the provenance of that slide when all you have to do is email AMD and ask?"

    For your convenience, rav55, here are the links to all of the AMD FAD slides:

    http://tinyurl.com/p3d...

    http://tinyurl.com/ndt...

    http://tinyurl.com/nr5...

    http://tinyurl.com/p7f...

    http://tinyurl.com/qjy...

    I urge you (and anybody else reading this) to go through these carefully and let me know if you find the slide that you say AMD told you came from Financial Analyst Day.

    If you find it, let us all know what page and in what deck it's in.

    --AE
    May 30, 2015. 08:37 PM | 5 Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    rav55,

    One more thing: if you don't trust me, head on over to SemiAccurate. Charlie says he e-mailed AMD and they told him that those "leaked" roapmaps were fake, too.

    http://tinyurl.com/nwa...

    "The first bit of news was AMD’s Zen cores, something you may have noticed that only SemiAccurate did not publish last week. That was because the slides ‘leaked’ were faked and we were the only site that appears to have done the merest bit of fact-checking around them. The real news is how many sites will admit they did wrong and did not do the most basic fact checking. Don’t hold your breath waiting though."

    --AE
    May 30, 2015. 10:55 AM | 5 Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    rav55

    "The SLIDE THAT I LINKED IS OFFICIAL. Everybody in the world except you Assraff Queens understand that."

    Go to AMD's website and scroll through the AMD FAD slide deck. Let me know where you see that slide.

    --AE
    May 29, 2015. 04:27 PM | 2 Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    rav55,

    I e-mailed Drew Praire and he told me the following:

    "7th gen APUs for 2016 are not based on Zen."

    Why don't you e-mail Drew yourself?

    I will ask Drew for permission to take a screenshot of the e-mail and will provide a link to such a screenshot if I get permission.

    --AE
    May 29, 2015. 04:13 PM | 4 Likes Like |Link to Comment
  • Avago reportedly in merger talks with Broadcom; shares soar [View news story]
    Wow. Very cool deal if it turns out to be true, but I doubt it would be AVGO buying BRCM; it would more likely be a merger of equals.

    --AE
    May 28, 2015. 07:00 AM | Likes Like |Link to Comment
  • An Apple Ultra HD TV Could Be A Better Growth Driver Than Smartwatches [View article]
    ArnieW,

    Apple executives said on the last earnings call that Apple Watch margins are below corporate average.

    --AE
    May 25, 2015. 03:39 PM | 1 Like Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    rav55

    I confirmed this with AMD directly.

    The roadmap that you just posted is fake, FYI, which AMD also confirmed.

    --AE
    May 24, 2015. 10:58 PM | 4 Likes Like |Link to Comment
  • Intel: Something You Need To Know [View article]
    TimeOnTarget,

    Thanks for the comment :)

    --AE
    May 24, 2015. 05:59 PM | Likes Like |Link to Comment
  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    7th Gen APUs aren't Zen -- only the FX chips are.

    --AE
    May 24, 2015. 11:40 AM | Likes Like |Link to Comment
  • An Apple Ultra HD TV Could Be A Better Growth Driver Than Smartwatches [View article]
    TVs are a notoriously low margin business. Doubt Apple is going to enter it.

    --AE
    May 21, 2015. 12:59 PM | 11 Likes Like |Link to Comment
  • NY Post: Buyout negotiations back on between Intel and Altera [View news story]
    eASIC's technology is pretty different from an FPGA...

    --AE
    May 18, 2015. 10:24 AM | 1 Like Like |Link to Comment
  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]
    Good article, Mark -- quite informative!

    --AE
    May 15, 2015. 07:43 PM | 1 Like Like |Link to Comment
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