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Ashraf Eassa

 
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  • Retirement Strategy: Apple Could Conceivably Double Its Dividend By 2016 [View article]
    Thanks, RS. We all make good and bad calls (you were totally right on AMBA), but I think as long as the W/L ratio is good, and as long as we learn from the "Ls," then it's all good.

    All the best,

    --AE
    Oct 21, 2014. 03:25 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Apple Could Conceivably Double Its Dividend By 2016 [View article]
    Great article, and thanks for the shout-out, RS!

    --AE
    Oct 21, 2014. 11:52 AM | 5 Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    TechResearch

    "the 15 million chip sales that Intel talks about is just Baytrail-T. "

    Mostly true. It also includes Merrifield, Moorefield, Medfield, and Clover Trail+.

    "As for Apple I exect the iPad Air 2 alongwith a rumoured 12.9 inch iPad pro to revive Apple's sliding iPad revenue."

    I agree.

    --AE
    Oct 21, 2014. 08:55 AM | Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    "Intel's Mobile and Communications Group (MCG) makes Intel's Bay Trail tablet processors and had just $1 million in revenue and a $1 billion operating loss. It's not clear that all of the 15 million tablet processors Intel sold came out of MCG (since Core M also can go into tablets), but it appears that Intel is virtually giving away the output from MCG. As I pointed out in my article on Apple's October special event, Apple's price cuts on iPad may in part be a response to Intel."

    Core M is classified as part of PCCG, not MCG.

    --AE
    Oct 21, 2014. 08:11 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    David Muncier,

    It's worth the wait. I have been using the iPhone 6+ since launch and I am absolutely floored at how good of a job Apple did.

    This device is indispensable.

    No position in AAPL stock; just a very satisfied customer who respects what AAPL does and continues to do.

    --AE
    Oct 5, 2014. 06:43 PM | 10 Likes Like |Link to Comment
  • Apple's iPhone 6 Market Impacts [View article]
    TechResearch

    Amen. Apple's silicon team continues to amaze time and again.

    --AE
    Sep 10, 2014. 03:38 AM | 4 Likes Like |Link to Comment
  • Apple Upstaged By Samsung... Until Next Week [View article]
    Hi Mark,

    Do you have a source on Exynos 5433 being an ARMv8 design? I have seen only shoddy looking leaks, but nothing official.

    Thanks.

    Regards,
    --AE
    Sep 4, 2014. 06:01 PM | 1 Like Like |Link to Comment
  • Android Vs. iOS: Which One Will Make The Most Money? [View article]
    Alex,

    Interesting thesis of share loss on Android's part to Windows at the low end and iOS at the high end. My personal view is that iPhone 6 will mean bad news bears for Samsung, HTC, etc. and Microsoft seems to be surprisingly aggressive with its Lumia devices at the low end.

    Thanks for writing.

    Regards,
    --AE
    Aug 27, 2014. 03:09 PM | 2 Likes Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    @ jj

    Me too. I already gave them my money for the iPhone 5s, iPad mini w/ Retina, and a whole bunch of app purchases.

    I want a Broadwell-based, fanless MacBook Air w/ Retina Display, an iPhone 6 4.7", and an iPad Air w/ Touch ID.
    May 6, 2014. 06:50 PM | 15 Likes Like |Link to Comment
  • Apple: The Storm Before The Calm [View article]
    Uh, so Apple moved money from its balance sheet to its stock...

    That doesn't "create" value unless Apple's share price goes up meaningfully from here.
    Apr 8, 2014. 01:17 AM | 9 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    "I am long Apple due to I like companies who make money."

    Lots of companies make money. That's no reason to be long.
    Apr 4, 2014. 10:27 AM | 6 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    That comparison is completely useless, Michael.

    An octa-core MediaTek A7 based chip will "look" better based on that comparison, but reality is different.

    Also, 805 is in no shipping devices atm and honestly looks like too much of a power hog to fit into a slim 4" phone.
    Apr 4, 2014. 10:16 AM | 4 Likes Like |Link to Comment
  • Apple: Learn From Andy Zaky's Mistake [View article]
    "Buying Apple down here at $630 a share will make any fund manager's year. It's an easy 60% gainer over the next 12-month period. Apple should be a top holding of the average fund, and smarter fund managers are riding this thing all the way to the bank. It is pretty much a no brainer at these levels."

    - Andy Zaky
    Apr 3, 2014. 03:26 AM | 5 Likes Like |Link to Comment
  • Apple's iPhone 6 Will Be A Monster [View article]
    rko2000

    I would tend to agree.
    Mar 12, 2014. 09:42 AM | Likes Like |Link to Comment
  • Apple's iPhone 6 Will Be A Monster [View article]
    I don't think the iPhones will ever have Intel Inside, unless you are talking about the modem/RF ;-)
    Mar 11, 2014. 11:31 AM | Likes Like |Link to Comment
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