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Ashraf Eassa

 
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  • Intel: Memory, The Solution To The Mobile Problem [View article]
    Russ

    In other words, you want Intel to become Samsung...

    Why not just invest in Samsung?

    --AE
    Nov 10, 2014. 02:40 PM | 2 Likes Like |Link to Comment
  • GoPro To $30 Within 12 Months - The Comps Wall Street Isn't Talking About [View article]
    "GPRO may be over priced but GPRO will continue to beat expectations based on unforeseen revenue streams."

    How can they be "unforeseen" if you are predicting them here? :-)

    --AE
    Nov 10, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • Entropic making CEO change, cutting 40% of workforce [View news story]
    Good thing they still have about $107 million in cash on the books. The key is to stop the bleeding for now and then take it from there.

    A tough day for ENTR shareholders, but I'm glad they're taking the action that they need to in order to try to get back to profitability.

    --AE
    Nov 10, 2014. 08:08 AM | Likes Like |Link to Comment
  • Dendreon: Time To Answer Questions [View article]
    "Do not believe the hysteria the media and this author puts out; it is not an either or situation."

    Looks like Bill was right...company just filed for Ch. 11...

    --AE
    Nov 10, 2014. 07:56 AM | Likes Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    "It's crystal clear to me that TG played an elaborate pump and dump. He seems to have orchestrated it within the letter of the law. Slow but steadily rising dumping, directly proportional to the hype cycle.

    Worst of all, he apparently threw a hail mary with the sapphire deal, extending the pump and dump. I believe he and his team knew the deal could never be fulfilled. It speaks to the kind of human beings they are, recklessly playing with investors and, actually, Apple. The icing on the cake is that TG failed to give due notice of negative material changes.

    I'm not naive. I know the law gives wide berth for this kind of unethical behavior. The odds are TG will get away with this. Again, I just hope something is found that the SEC can heavily leverage...and see that justice is done."

    This!

    --AE
    Nov 9, 2014. 02:33 PM | 3 Likes Like |Link to Comment
  • Dismal Year For Gold Stocks May Present Opportunity For Patient Investors [View article]
    Nice article. Thanks, Michael.

    --AE
    Nov 9, 2014. 08:45 AM | Likes Like |Link to Comment
  • Oracle fails "say-on-pay" vote third year running [View news story]
    Meh, Ellison owns a big chunk of the company and the company has been very successful over the years. It's not like his large pay meaningfully impacts ORCL's net income...

    --AE
    Nov 9, 2014. 08:43 AM | 2 Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    "AMD is more than twenty times the size of AMCC in revenue and employees."

    Apply this same logic to Intel's DCG revenues relative to AMD's server chip revenues...

    --AE
    Nov 9, 2014. 08:39 AM | 1 Like Like |Link to Comment
  • Intel: When Losses Go Away They Leave Profits Behind [View article]
    Bruce

    I would be shocked if Intel's mobile group were break-even in 2016. I think they are referring to contra-revenue in this case the more I think about it, since they DID indicate that contra-revenue would still be in effect (albeit to a much smaller degree) in 2015.

    --AE
    Nov 8, 2014. 10:58 PM | Likes Like |Link to Comment
  • Update: InvenSense Q2'15 Earnings [View article]
    "The sooner INVN decouples from both Apple and Samsung, the better off shareholders are. Both are evils. Apple might even be the more evil of the two (thanks to the GTAT dirt, now)...look for the market to use this as an excuse to hurt INVN."

    How can INVN's two largest customers by revenue "be evil"?

    Care to guess where INVN's share price would be if it didn't supply to either AAPL or SSNLF? :-P

    --AE
    Nov 8, 2014. 08:49 PM | Likes Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    Oh, don't get your hopes up...these guys will go free, and nobody's going to get any money back. The value here is in the lesson learned...

    --AE
    Nov 8, 2014. 08:47 PM | 1 Like Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    It was a fascinating read. Not sure it was worth the $ I lost on this, though...:-P

    --AE
    Nov 8, 2014. 08:12 PM | Likes Like |Link to Comment
  • Intel: When Losses Go Away They Leave Profits Behind [View article]
    "One question is why it takes $4B a year to run this business?"

    They need to develop all of the IPs that need to go into SoCs, and they need to develop the actual SoCs. Lots of hardware engineering and software engineering talent to be paid, especially since Intel is trying to play "catch up" with the leader (Qualcomm).

    The problem I have isn't that Intel is spending all of this money, it's that the results thus far have been underwhelming at best and downright disappointing at worst.

    --AE
    Nov 8, 2014. 02:26 PM | Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    "Just a few points of market share in this space will tremendously boost ARM profits."

    Do you actually want to quantify that?

    --AE
    Nov 8, 2014. 12:01 PM | Likes Like |Link to Comment
  • Intel: When Losses Go Away They Leave Profits Behind [View article]
    Bruce

    Intel stated that the gross margin impact of the contra-revenue was 1.5% relative to corporate. This was based on total revenue expectations of $52.7 billion.

    A 1.5% hit to that would mean approximately $800 million in contra-revenue + incremental NRE. So my $1 billion number I think was slightly off...but it was in the general ballpark :)

    --AE
    Nov 7, 2014. 10:33 PM | Likes Like |Link to Comment
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