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Ashraf Eassa

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  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    No, I mean do not listen to the statement you quoted - you are absolutely right to not believe it to be true.
    May 23 03:19 PM | 0 Likes Like |Link to Comment
  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    briandp32,

    Please do not listen to this. "Silvermont" and its associated SoC implementations are built on Intel's 22nm low power SoC process. This is NOT correct, and I believe that the individual making these claims needs to acquaint themselves with Intel's technology portfolio before posting further.
    May 23 03:01 PM | 0 Likes Like |Link to Comment
  • Intel Is Undergoing A Revolution; Don't Miss It [View article]
    Why? Why does Intel not have the ability to compete on price?
    May 23 02:59 PM | 1 Like Like |Link to Comment
  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    Andy,

    I doubt that. At $60, the stock would be valued at >60x FY2013E EPS and >50 FY2014E EPS. I think the dose of reality that has hit ARM investors following the first Samsung design wins and the realization that ASPs in smartphones won't grow to the sky will keep the shares well under $60. Looking to go short again over $46.
    May 23 02:57 PM | 1 Like Like |Link to Comment
  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    Buying a bubble stock as a hedge against Intel is a good idea? Okay...:)
    May 23 01:48 PM | 5 Likes Like |Link to Comment
  • AMD Launches 'Kabini' And 'Temash' - Is The Company Saved? [View article]
    Reported. Again.

    Are you incapable of keeping away from personal attacks? Learn to be more civilized, please.

    And please spare me yet another lengthy post insulting me - I simply scan your posts for key, insulting words, and I hit the "report abuse" button. What probably took you a good 20 minutes goes entirely down the drain because you couldn't help but be rude.
    May 23 11:56 AM | 2 Likes Like |Link to Comment
  • Intel Is Undergoing A Revolution; Don't Miss It [View article]
    Thanks, Arnold!
    May 23 11:12 AM | 1 Like Like |Link to Comment
  • Intel Is Undergoing A Revolution; Don't Miss It [View article]
    Erm, is chip R&D additive? Also, AMAT is an Intel supplier, not competitor. Get your facts straight.
    May 23 11:11 AM | 2 Likes Like |Link to Comment
  • Short ARM Holdings: Sensitivity Analysis On Market Share [View article]
    Painful because ARM's management can always spin a story that gets people excited and they always lowball guidance so that they "beat" every time.
    May 23 09:45 AM | 0 Likes Like |Link to Comment
  • Apple Unlikely To Move To Intel Chips For iPhone, iPad [View article]
    FD-SOI seems to be an option that Intel evaluated and discarded simply because the cost per wafer increase was too high.
    May 23 09:25 AM | 1 Like Like |Link to Comment
  • Apple Must Counter The Intel-Microsoft Threat [View article]
    Justin,

    25W would not fit in a tablet...not without having 1hr of battery life, anyway ;)

    3.9W Temash is what I'm interested in.
    May 23 03:23 AM | 0 Likes Like |Link to Comment
  • Nvidia Valiantly Takes On Intel [View article]
    71324,

    Are you short, or do you just like to taunt Nvidia shareholders? ;)
    May 23 02:24 AM | 0 Likes Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
    TakeFive,

    Are you being facetious?
    May 23 02:08 AM | 0 Likes Like |Link to Comment
  • Apple Unlikely To Move To Intel Chips For iPhone, iPad [View article]
    Not trashing - just pointing out that the marketing with number of cores is absolutely silly. Samsung's "Exynos Octa" and AMD's "Bulldozer" are also prime examples...

    At least Qualcomm's cores are very well designed and don't hog power like the A15...
    May 22 10:22 PM | 0 Likes Like |Link to Comment
  • Apple Unlikely To Move To Intel Chips For iPhone, iPad [View article]
    themoviefreak,

    Single threaded performance on the desktop is already quite good and the majority of the low hanging fruit has been had there. Also, the usage patterns on high end desktops is vastly different from that of a smartphone.

    Heck, only the highest of the high end laptops use quad core processors, with the vast majority of laptops/ultrabooks powered by dual core chips.
    May 22 09:05 PM | 0 Likes Like |Link to Comment
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