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Ashraf Eassa  

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  • Canaccord goes contrarian, upgrades Intel to Buy after Q1 warning [View news story]
    Bruce

    I don't think corporate buyers care all that much that Skylake is on the horizon. There is *always* something better around the corner. The way I see it, corporate buyers either:

    1. Buy new systems when old ones break or are too slow, or when they need a system for, say , a new hire.

    2. Upgrade their fleet of systems every X number of years.

    Skylake is better than the current Haswell systems, but for business users just how much is a 10-15% (typical "tock" performance increase) really going to matter in the scheme of things?

    --AE
    Mar 14, 2015. 02:35 PM | 3 Likes Like |Link to Comment
  • Canaccord goes contrarian, upgrades Intel to Buy after Q1 warning [View news story]
    "I still have a hard time understanding how Intel apparently forecast that "desk top" sales would increase or even stay flat."

    They didn't. They initially forecast PCs as a whole to be flat.

    --AE
    Mar 14, 2015. 12:26 PM | 5 Likes Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    Always a pleasure.

    --AE
    Mar 13, 2015. 07:24 PM | 2 Likes Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    In QCOM? I'm not convinced. I think MediaTek gaining share in the low-end and mid-range of the integrated apps processor/baseband market is a bigger problem. Also, uncertain if Samsung will use QCOM chips at the high end again or not.

    I think the stock is a good buy here, FWIW, and plan to add to my position as soon as I'm able to.

    --AE
    Mar 13, 2015. 06:58 PM | 1 Like Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    "If the great news about INTC being used by Apple to replace some QCOM chips were accurate, wouldn't the market be forward looking beyond this bit of news? INTC shares are down 4.14% today."

    Well, no, because even if INTC were to win all of the AAPL baseband business (which I doubt; I'd estimate more like 20-25%), it would be chump change compared to even a modest decline in higher margin PC chip sales.

    --AE
    Mar 13, 2015. 04:49 PM | 10 Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    Russ

    "You could see that something was bugging BK during the MWC presentation."

    So I wasn't just imagining things :)

    --AE
    Mar 13, 2015. 12:05 AM | 4 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    $900M is one quarter. That $750m would be (much) lower margin revenue and for the full year.

    Not even close to an offset.

    --AE
    Mar 12, 2015. 09:40 PM | Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    Currant85

    http://bit.ly/171JqQS

    --AE
    Mar 12, 2015. 01:24 PM | 1 Like Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    trader_xx

    Whenever they pre-announce up or down, they withdraw full year expectations. This is standard practice.

    --AE
    Mar 12, 2015. 01:17 PM | 8 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    Should be a fun read...even if I don't agree :)

    --AE
    Mar 12, 2015. 10:40 AM | 5 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    No, this means PC OEMs didn't want to keep as many Intel chips in their own inventories as Intel had thought they would.

    --AE
    Mar 12, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    Even if Intel won the contract as a second source to Qualcomm in modems, this is chump change compared to the $900 million that just got ripped out of Intel's FQ1 guidance.

    Modem is fetching Intel $15 tops, if true, and across what? 50 million iPhones? Wouldn't even make up for this quarterly reduction in PC revenue.

    --AE
    Mar 12, 2015. 10:05 AM | 7 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    David RG

    That's how I'm thinking about it, too.

    --AE
    Mar 12, 2015. 09:48 AM | 2 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    This is pretty bad. Strengthens bear thesis that the PC market is still not really doing all that great, and it'll cause estimates to come down (obviously). Lots of uncertainty now about full-year results.

    Are we seeing a repeat of 2012? Only time will tell.

    --AE
    Mar 12, 2015. 09:34 AM | 8 Likes Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    Ouch.

    --AE
    Mar 12, 2015. 09:27 AM | 4 Likes Like |Link to Comment
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