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Ashraf Eassa  

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  • My Bet On Seeking Alpha's Future [View article]
    Congratulations David and Eli!

    --AE
    Jul 5, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    geekinasuit

    The leaks come from BenchLife, which if I'm not mistaken was founded by former VR-Zone guys. They're legit.

    --AE
    Jul 3, 2015. 10:42 AM | Likes Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    rav55

    "You can not support ANY claim you wrote above regarding AMD release dates with FACTS. There are none available. But why should that get in the way of your fabricating a piece to support your argument."

    Sure I can and I have -- repeatedly. Now if you don't believe my analysis of the FAD presentation, here are some official AMD roadmaps that have hit the Web.

    Here's AMD's APU roadmap through 2016:

    http://bit.ly/1f1uqya

    See how AMD is bringing an APU known as "Bristol Ridge" out in 2016? A 28nm, Excavator-based APU?

    Here's a slide showing AMD's planned transition to socket FM3:

    http://bit.ly/1f1uo9n

    Notice how "Summit Ridge," the first Zen-based CPU will start kicking in around Q4 2016? Notice also how Raven Ridge (version 1), which is an APU based on Zen, will start kicking in by the end of Q1 2017/early Q2 2017?

    --AE
    Jul 1, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    rav55

    "At the end of the day Ashraf your pompous pontifications do not amount to more than a wildassed guess. But the again you know this."

    Your "arguments" generally consist of personal attacks against anybody with whom you disagree, particularly around AMD. This is hardly conducive to intelligent discussion.

    --AE
    Jun 30, 2015. 09:02 PM | 7 Likes Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    Paulo,

    They're trying to do too much with too little, I think. They want to fight NVIDIA in GPUs, Intel in PCs, servers, embedded, etc. all on an R&D budget that's about a tenth of Intel's and is now even lower than NVIDIA's.

    Basically, this allows them to hype up a very large TAM to investors ($80 billion combined x86 and ARM market), but they have trouble actually capturing much of it.

    --AE
    Jun 29, 2015. 02:16 PM | 1 Like Like |Link to Comment
  • AMD: 2016 Will Mark Something Unique [View article]
    Paulo,

    The first 14nm Zen products (CPU-only designs) are expected in late 2016 (~Oct. 2016). The APUs on 14nm will not arrive until late Q1/early Q2 2017 from leaks floating around on the Web.

    I believe that in consumer markets where power efficiency is highly valued (laptops, 2-in-1s), Intel will have 10nm silicon out when AMD rolls out "14nm" silicon, so the gap in the high volume consumer markets due to process will probably still be large.

    --AE
    Jun 29, 2015. 02:03 PM | 1 Like Like |Link to Comment
  • Intel Vs. Taiwan Semi - It's The Client, Stupid [View article]
    David

    Probably, yeah.

    --AE
    Jun 29, 2015. 12:43 PM | Likes Like |Link to Comment
  • Intel Vs. Taiwan Semi - It's The Client, Stupid [View article]
    David Muncier

    "Just to be clear, the new Cherry Trail processors are being built in 14nm SoC process (P1273), and could be considered SoCs. But with the premium mobile market using standalone Apple and Samsung app processors, the bar has moved to integrated baseband / app processor - Broxton."

    There are currently no 14/16nm SoCs selling in the market with integrated basebands. Samsung/Apple included ;)

    --AE
    Jun 27, 2015. 11:20 AM | 2 Likes Like |Link to Comment
  • Carl Icahn sells off remaining Netflix position [View news story]
    Excellent trade on Icahn's part.

    --AE
    Jun 24, 2015. 02:49 PM | Likes Like |Link to Comment
  • Intel Becomes An ARM Chip Maker [View article]
    Jack

    "No money in fabbing..."

    I'm sorry, but are you serious? TSMC makes a truckload of money as a foundry.

    --AE
    Jun 3, 2015. 11:06 AM | 2 Likes Like |Link to Comment
  • Intel Becomes An ARM Chip Maker [View article]
    Cincinnatus

    Intel also designs SSD controllers, probably with ARM IP in them :)

    --AE
    Jun 2, 2015. 01:26 PM | 2 Likes Like |Link to Comment
  • Marvell Technology: Can FLC Return It To Growth? [View article]
    "Marvel Technology: Can FLC Return It To Growth?"

    You mean Marvell? :)

    --AE
    Jun 2, 2015. 01:25 PM | Likes Like |Link to Comment
  • Nvidia: A Carrier-Backed Tegra K1-Powered Gaming Tablet Is A Strong Tailwind [View article]
    Alcaraz

    "I think the 8-core Tegra X1 is also perfect for high-end smartphones and tablets."

    NVIDIA exited the smartphone market a while ago...

    --AE
    Jun 1, 2015. 02:23 PM | Likes Like |Link to Comment
  • WSJ: Intel to announce $54/share Altera deal on Monday [View news story]
    techy46

    That's not the right definition of "idle capacity."

    An empty shell with no equipment, no personnel, etc. isn't "capacity" because you can't just say, "hey, let's start building some chips here."

    Capacity implies a fully equipped/staffed fab. "Excess capacity" means a fully equipped/staffed fab that's not being fully utilized.

    Only "excess capacity" has a meaningful impact on the P&L; an empty shell sitting there waiting to be equipped has pretty much zero impact on depreciation and thus on the company's financials.

    --AE
    Jun 1, 2015. 02:02 PM | 2 Likes Like |Link to Comment
  • Intel confirms Altera purchase [View news story]
    They just held a conference call explaining the rationale behind the deal...

    --AE
    Jun 1, 2015. 11:30 AM | Likes Like |Link to Comment
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