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Ashraf Eassa  

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  • Canaccord goes contrarian, upgrades Intel to Buy after Q1 warning [View news story]
    oak8292

    Intel was able to get about 5% in perf/clock out of Broadwell, which was a mild update of Haswell. Skylake is new microarchitecture, and it's the first new microarchitecture from the Intel Israeli team since Sandy Bridge.

    The Israeli team, IMO, tends to be more aggressive than the Oregon team (responsible for Haswell/Broadwell).

    --AE
    Mar 15, 2015. 12:11 PM | Likes Like |Link to Comment
  • Intel: With Irrational Exuberance Gone, It's Time For Another Look [View article]
    binartech

    Tighter gate pitch (70nm v.s. 78nm), tighter minimum metal pitches (52nm v.s. 64nm).

    --AE
    Mar 15, 2015. 10:15 AM | 2 Likes Like |Link to Comment
  • Intel: With Irrational Exuberance Gone, It's Time For Another Look [View article]
    binartech

    Samsung's 14nm process might be named 14nm, but Intel's is superior...

    --AE
    Mar 14, 2015. 06:07 PM | Likes Like |Link to Comment
  • Canaccord goes contrarian, upgrades Intel to Buy after Q1 warning [View news story]
    Bruce

    Intel works very closely with the PC OEMs from start to finish.

    --AE
    Mar 14, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • Intel: With Irrational Exuberance Gone, It's Time For Another Look [View article]
    It'll be available on April 10...

    --AE
    Mar 14, 2015. 04:17 PM | 3 Likes Like |Link to Comment
  • Canaccord goes contrarian, upgrades Intel to Buy after Q1 warning [View news story]
    Bruce

    "They will need to support their PC OEMs and make sure that the PC OEMs deliver quality in a timely manner.

    Maybe some type of a shared marketing approach where a PC OEM can earn Intel marketing for a specific product by delivering a product that meets Intel quality standards."

    You know those little "Ultrabook" stickers that you see on PCs? Those are only put on machines that meet Intel's Ultrabook specification.

    --AE
    Mar 14, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • 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
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