Seeking Alpha
View as an RSS Feed

Ashraf Eassa  

View Ashraf Eassa's Comments BY TICKER:
Latest  |  Highest rated
  • Intel's Struggles Continue In Q1 [View article]
    "Most of the people I encounter seem indifferent until they hear that Apple's A8X probably costs $20 vs. the Core M's $280. Going forward, Intel is going to have a very hard time keeping those contra revenues from increasing."

    You don't think Apple actually pays anywhere close to $280 for its Core M chips, do you?

    --AE
    Apr 15, 2015. 11:05 AM | 4 Likes Like |Link to Comment
  • Intel's Struggles Continue In Q1 [View article]
    "One alarming tidbit that came out of the earning's conference call was that Intel would be paying contra revenue for the SoFIA line, albeit less."

    I think that this may have been a transcription error...

    --AE
    Apr 15, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    Apple *is* a phone company.

    --AE
    Apr 8, 2015. 05:13 PM | 4 Likes Like |Link to Comment
  • Micron: Memory, Oligopolies And Valuation [View article]
    Very well done article, Russ. Thanks for writing.

    --AE
    Mar 31, 2015. 10:08 PM | 4 Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    It's easy to "diversify" their revenue when the piece they're trying to "diversify" from has dropped substantially ;)

    --AE
    Mar 29, 2015. 10:27 PM | Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Sean

    Just look at AMD's R&D spending now and the trend there, and look at the R&D budgets of its competitors. NVIDIA now outspends AMD, even though AMD has a much broader product portfolio.

    Intel and AMD aren't even on the same planet.

    You could argue that AMD is very efficiently managing its expenses, but I'm in the camp that thinks they're trying to do far too much with too little.

    Time will tell, but I think expecting AMD to come out with magic products that could reverse the multi-year share declines in its PC and server businesses might be a stretch.

    --AE
    Mar 28, 2015. 11:26 PM | 5 Likes Like |Link to Comment
  • AMD: Downgraded For Good Reason, Should You Act? [View article]
    Andreas

    I don't think it's "value trap." In order for it to be a "value trap" it needs to look cheap (i.e. have "value")

    I don't see any meaningful financial metric (price-to-earnings, price-to-free cash flow, etc.) by which AMD is "cheap." I only see a low price per share and a lot of hope being pinned on future products.

    --AE
    Mar 28, 2015. 11:04 PM | 5 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Bruce

    Thanks for the insight, and good luck!

    --AE
    Mar 28, 2015. 04:20 PM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Interesting choices, thanks for sharing! What's your game plan for these? Hold them until the investor meeting this year?

    --AE
    Mar 28, 2015. 03:23 PM | Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    What strike(s) do you hold? Very curious!

    --AE
    Mar 28, 2015. 01:51 PM | Likes Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    t0nutz

    Yes.

    --AE
    Mar 28, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    IMO, this could help make Intel basically a one-stop shop for data center customers. Quite a large moat Intel is building around this business!

    --AE
    Mar 27, 2015. 06:23 PM | 18 Likes Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    I like it!

    --AE
    Mar 27, 2015. 05:10 PM | 9 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    lofdeathnote

    Broxton will not integrate a baseband, but SoFIA LTE 2/SoFIA MID will probably be 7460-derived.

    --AE
    Mar 23, 2015. 10:48 PM | Likes Like |Link to Comment
  • Intel: Time For Some New Management [View article]
    If you don't mind me asking: what particular options are you holding?

    --AE
    Mar 23, 2015. 09:10 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
9,305 Comments
15,143 Likes