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Ashraf Eassa

 
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  • Why Broadcom's Bullish Run Isn't Over Yet [View article]
    "The company currently faces some problems in the deliverance of this technology, and if it succeeds in delivering leadership app processors and modems to the handset market, then it could overcome the downfall in the mobile market."

    This is part of what is being sold. Broadcom's divestiture of cellular implies a divestiture of all Beceem, Renesas, and internal modem and SoC efforts that integrate that IP.
    Jun 19 11:36 PM | 2 Likes Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    johnnelson1205

    The first INTC-built ALTR parts will not hit the market until 2015 at the earliest (tape out in Q1 2015, likely available in Q4 2015/Q1 2016).
    Jun 19 06:27 PM | 1 Like Like |Link to Comment
  • The Hail Mary Phone [View article]
    Nice article, Paulo!
    Jun 19 04:07 PM | 13 Likes Like |Link to Comment
  • Amazon unveils Fire phone [View news story]
    I'm not "calling" Paulo on anything. I am only requesting an article as a follower/reader of Paulo's work since I genuinely value his views and legitimately enjoy reading his pieces.
    Jun 19 03:01 PM | 1 Like Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    Makes sense to me. Glad we're on the same wavelength on that one!
    Jun 19 01:17 PM | Likes Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    Maybe it's one of the small FPGA vendors that partnered with Intel at 22nm?
    Jun 19 12:45 PM | Likes Like |Link to Comment
  • Amazon unveils Fire phone [View news story]
    "They announced a $100 price hike for the 6s."

    Did Apple make such an announcement?
    Jun 19 11:56 AM | Likes Like |Link to Comment
  • Samsung launches S5 with 2K display, Qualcomm Snapdragon 805 [View news story]
    Looks like a discrete MDM9x35 20nm modem.

    Hey, look, production 20nm silicon :-)
    Jun 19 12:21 AM | Likes Like |Link to Comment
  • Amazon unveils Fire phone [View news story]
    Yes, but it's very pleasurable to read you laying all out in article form.

    Ah well, I can dream, right? :-)
    Jun 18 04:43 PM | Likes Like |Link to Comment
  • Amazon unveils Fire phone [View news story]
    Paulo

    I would immensely appreciate an article giving your take on this :-)
    Jun 18 03:37 PM | Likes Like |Link to Comment
  • Samsung launches S5 with 2K display, Qualcomm Snapdragon 805 [View news story]
    Snapdragon 805 doesn't have an integrated baseband.
    Jun 18 02:55 PM | 2 Likes Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    It is pretty well known what Apple is doing this generation (20nm) and next (14/16nm) and Intel is not involved.
    Jun 16 10:58 PM | Likes Like |Link to Comment
  • 10-year highs for Intel as Street applauds PC health, margins [View news story]
    Love it.
    Jun 16 06:41 PM | 2 Likes Like |Link to Comment
  • Can Grantley Open The Gates For Mellanox's Growth? [View article]
    Nice overview. Thanks for writing.
    Jun 16 04:05 PM | 1 Like Like |Link to Comment
  • Intel: Can You Now Spare A Penny? [View article]
    He sold before the guide up, IIRC.
    Jun 16 11:55 AM | Likes Like |Link to Comment
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