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Ashraf Eassa

 
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  • Intel: Dominant And Undervalued [View article]
    Bruce

    10nm mobile chips in 2016? No way...not unless you're talking Core M or something.

    --AE
    Dec 25, 2014. 08:07 PM | 1 Like Like |Link to Comment
  • Intel: Dominant And Undervalued [View article]
    ta152h

    How many times has it been explained to you that Bay Trail-M/D are not part of the "contra-revenue" program and have been winning PC designs on their own merits?

    83% of Intel's PC mix and well over 20% of their entire notebook mix is now using this "failed" Bay Trail architecture and Intel's profits in the PC Client Group are staggering. If they were wrapping each BYT-M/D in a $20 bill, don't you think op margins for PCCG would be far lower than the 40%+ that it sits at now?

    --AE
    Dec 25, 2014. 07:09 PM | 6 Likes Like |Link to Comment
  • On Uber's Valuation And The Laws Uber Breaks [View article]
    Nice article, Paulo!

    --AE
    Dec 24, 2014. 06:09 PM | 1 Like Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Bruce

    Intel uses non-Intel controllers in many of its consumer SSDS. Obviously if Intel can design a best in class controller, then that helps, but Marvell, LSI, etc. do a really good job with their designs. I don't think a custom controller, outside of perhaps the datacenter/enterprise space, is a game changer.

    --AE
    Dec 23, 2014. 04:12 PM | 1 Like Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Bruce

    "Even without the SSD in a package with an Intel processor, Intel has the CONTROLLER that makes the combination of SSD and Intel processor much more efficient."

    You can buy off-the-shelf SSD controllers from Marvell, LSI/Avago, etc. and they're quite good. Samsung makes its own, too. Not a big deal for a company like Intel.

    --AE
    Dec 22, 2014. 10:44 PM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    Alex

    "Implied revenue per MSM was down sequentially, reflecting an increased mix of thin modem chipsets in the premium tier"

    Increased mix of thin modem chipsets in premium tier -> more standalone modems into iPhone 6/6 Plus, fewer full apps processors + modem in Galaxy Note 4/Galaxy S5.

    Do note that I was actually defending the point you made about lower content-per-box for a premium Apple phone than a premium Samsung Galaxy Note 4/S5 (North American edition) :)

    --AE
    Dec 19, 2014. 06:15 PM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    Bruce,

    It's such a shame that Intel's mobile IP isn't very good...I honestly would have thought with the big R&D bucks being spent, they'd have something better to show for it.

    That being said, it takes 3-4 years to do a chip, so what we're seeing in the market now reflects the relatively anemic R&D spent on these things way back in 2010/2011. Intel began seriously increasing its investments in mobile in late 2011/early 2012, so 2016 is when we should see the real fruits of that labor...

    --AE
    Dec 16, 2014. 11:15 PM | 1 Like Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    IEDM = International Electron Devices Meeting
    NVM = Non-volatile memory
    ALD = Atomic layer deposition
    PCM = Phase change memory

    --AE
    Dec 16, 2014. 11:14 PM | 6 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Intel has been selling client SSDs for a long, long time...

    --AE
    Dec 16, 2014. 03:15 PM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    "Therefore, it is incorrect to suggest that Qualcomm makes less money on chip sales to Apple than it makes on on sales to Samsung, on a unit basis."

    Qualcomm disagrees with you ;)

    "QCT had record MSM shipments in the quarter, as forecasted, although the demand related to mid-tier chipsets was somewhat below our expectations. Implied revenue per MSM was down sequentially, reflecting an increased mix of thin modem chipsets in the premium tier."

    http://bit.ly/1wB6Hse

    --AE
    Dec 15, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Perhaps "slammed" was indeed strong language :-)

    I can't wait to see 14nm chips more broadly in the market. Looking forward to a Broadwell-based rMBA if Apple ever decides to update that model in my lifetime :)

    --AE
    Dec 15, 2014. 01:35 PM | 3 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    They're actually far higher because the CPU core isn't a big part of the overall picture. Baseband, connectivity, imaging, etc. all are important and where Qualcomm is currently unmatched.

    --AE
    Dec 15, 2014. 10:47 AM | 3 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Air gaps were actually initially slated to be implemented in IBM's 32nm node (and Intel's Mark Bohr at the time *slammed* them), but they never showed up in the IBM processes and did finally show up in the Intel 14nm logic process.

    IMFT has been using air-gaps in NAND for quite some time.

    Cool stuff from Intel...

    --AE
    Dec 14, 2014. 11:32 AM | 9 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    "I looked at the article you wrote that developed this projection. The article included several questions in the comment section to which I did not see responses."

    Alex isn't pulling it from thin air -- management guided to this CAGR. Of course, we can debate whether they'll actually hit it or not (forecasting that far out is tough), but management does know more than we do.

    --AE
    Dec 14, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    I think it'll do quite well over the next year. I am long common stock and would like to build a position in 2015 LEAPs when I can.

    --AE
    Dec 14, 2014. 12:01 AM | 2 Likes Like |Link to Comment
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