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Ashraf Eassa

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  • 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 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 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 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 03:26 AM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6 Will Be A Monster [View article]
    rko2000

    I would tend to agree.
    Mar 12 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 11:31 AM | Likes Like |Link to Comment
  • Apple's iPhone 6 Will Be A Monster [View article]
    ""modifying" ARMH chips isn't quite the same as designing. We don't know what APPL did, but it's a good bet they didn't/couldn't modify the architecture."

    Apple designed a custom core that implements the ARMv8 ISA.
    Mar 11 11:05 AM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    "Apple alone would need 400,000 wafers minimum....At the rumored 50% yield they would need 700,000 wafers."

    How many die per wafer are you assuming?
    Mar 7 11:45 PM | 1 Like Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    Fantastic article, Rob.
    Mar 7 07:36 PM | 3 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    I can't take any credit on GTAT as I never recommended it.
    Mar 6 08:38 AM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    "So we're supposed to believe the A7 to A8 took six months with all the challenges of 20nm planar"

    Why would it take only six months? I am sure development of A8 started a long time ago.
    Mar 5 09:46 PM | 1 Like Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    monfrere,

    You don't think there are thousands of innovations in the development of each new phone?

    Just because they're not obvious to the consumer doesn't mean they're not there. People misuse the word "innovation", and I'm sure all of Apple's OS engineers, driver engineers, SoC designers, UI designers, industrial designers, etc. would take real umbrage at your claim that Apple isn't "innovating".
    Mar 3 11:50 AM | 8 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    It was a toss up between BBRY and NOK, but NOK has already divested itself of handsets...BBRY keeps on trying ;-)
    Mar 3 11:03 AM | 2 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    What's your definition of innovative?
    Mar 3 11:01 AM | 1 Like Like |Link to Comment
  • Apple Outguns Intel [View article]
    "The difference here is you cite a geekbench result, yet there is no analysis as was present in the prior article. Apple simply designed for higher power consumption, and yes it makes them look better on benchmarks, but only if one ignores power consumption and battery life, which of course one can't in a smartphone or tablet."

    Per Anandtech, Apple's A7 can run his custom-designed power-virus for a full 2 minutes before throttling down. This is very good.

    "That was on Bay Trail with 4 cores. So what does that imply for Merrifield, with half the cores of Bay Trail? Seems to me Merrifield is going to make the A7 look like a rather pathetic power hog."

    Then we are left with the inescapable conclusion that Intel under-designed its cores for the target market. The power budget per core for SLM is 1W, but it really should have been more like 2W given the form factors that are popular today.
    Mar 1 07:09 PM | 1 Like Like |Link to Comment
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