Seeking Alpha

Ashraf Eassa

 
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  • Ashraf Eassa
    $QCOM poached $INTC's chief low power CPU architect.
    27 minutes ago
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      • Ashraf Eassa
        Ashton Kutcher: plays Steve Jobs, then lands a gig advertising a Windows-based Lenovo laptop. Am I the only one who finds this amusing?
        Tue, 9:19 AM
        Reply (7)
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        • wigit5: @energysystems to be clear though I don't celebrate the divorce of Kutcher/Moore... or congratulate him on his "big scores". I hope all
          Tue, 1:38 PM
        • wigit5: parties are happy and wish nothing but the best for them :).
          Tue, 1:38 PM
          • Ashraf Eassa
            Up nearly 8% on $QCOM since buy last month. http://seekingalpha.com/s/y2z3b
            Mon, 10:51 PM
            Reply (4)
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            • pokalolo: Hi AE, I think maybe above 80 & has been head & shoulders above INTC as a holding.. Happy H'day
              Tue, 5:30 AM
            • Shaduc: i threw in sales for the most of INTC after that article, with add to QCOM, too bad I wasn't more responsive.
              Tue, 9:01 AM
              • Ashraf Eassa
                Good article from Terrier Investing (as usual). http://seekingalpha.com/a/1ngx7
                Mon, 10:45 PM
                Reply (1)
                • tvmule: Is it? Just seems like a hand waving, non-technical justification for selling that is not really based on the stock but on a methodology.
                  Tue, 1:43 PM
                  • Ashraf Eassa
                    Why is $UTEK crumbling...again? I thought Samsung was in volume production on 14nm thus driving equipment orders?
                    Dec 11, 6:47 PM
                    Reply (6)
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                    • tuliptown: happy to be out of it, but lately looking at it again. Almost at $18 but now $17 this week! Bill, any thoughts about stolen IP (suit)?
                      Dec 11, 8:03 PM
                    • Bill Maurer: Not really. Not sure what's going on. Lawsuits can take years to play out and by then things can completely change.
                      Dec 11, 8:14 PM
                      • Ashraf Eassa
                        $AMD K12 will be on a FinFET node. CFO misspoke at recent conference.
                        Dec 10, 7:24 AM
                        Reply (2)
                        • User 12115671: I'll try and spread the word...some arguments going on in various tech forums regarding this topic.
                          Dec 10, 11:37 AM
                        • tvmule: One question: Who cares? :)
                          Dec 12, 6:40 PM
                          • Ashraf Eassa
                            52-week low for $AMD.
                            Dec 9, 11:07 AM
                            Reply (3)
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                            • User 7100691: I sold/ took profits twice at $4.3-4.5 and I am never touching this stock again!
                              Dec 9, 12:26 PM
                            • stockalicious: I guess your allowed to rub it in LOL - hail Eassa
                              Dec 9, 3:06 PM
                              • Ashraf Eassa
                                I called for a $12.70 PT on $CY in Sept. 2013. Looks like it has played out. http://seekingalpha.com/a/10slw
                                Dec 6, 10:28 AM
                                Reply (1)
                                • gap123: Patience did pay off, but it was a painful ride! Funny how quickly sentiment changes... Textbook case of "worst to first"!
                                  Dec 12, 6:59 PM
                                  • Ashraf Eassa
                                    Spoke with $INTC's Aicha Evans, who heads up the company's wireless R&D group. Very smart...knows what she's doing.
                                    Dec 5, 5:57 PM
                                    Reply (4)
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                                    • Robert.from.Ct: Tell us in R Fischers latest INTC article
                                      Dec 5, 11:32 PM
                                    • TimeOnTarget: Sounds really interesting. Details on the voodoo that they doo doo so well (or something like that) would be cool if you get a chance . . .
                                      Dec 12, 12:49 AM
                                      • Ashraf Eassa
                                        purchased $IBM
                                        Dec 4, 12:19 PM
                                        Reply (17)
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                                        • Momintn: $IBM stock is way to cheap!
                                          Dec 5, 4:32 PM
                                        • Momintn: Cantor Fitzgerald's target is $198. Could be quick 20% gain.
                                          Dec 5, 4:42 PM
                                          • Ashraf Eassa
                                            Risk/reward for $IBM looks good here. I plan to buy shares tomorrow; will post when purchase is made.
                                            Dec 3, 10:46 PM
                                            Reply (6)
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                                            • Fiberton: Unless it breaks out ,you are assed out short term
                                              Dec 4, 5:45 AM
                                            • C Meyer: Perhaps at year end
                                              Dec 4, 8:10 AM
                                              • Ashraf Eassa
                                                $CAVM reaches $57 PT that I set forth a year ago. http://seekingalpha.com/a/14s2l
                                                Dec 3, 5:18 PM
                                                Reply
                                                  • Ashraf Eassa
                                                    $QCOM and $SYNA buys looking good for me so far. Looking for ~$80 $QCOM and $75-80 $SYNA.
                                                    Dec 3, 3:41 PM
                                                    Reply
                                                      • Ashraf Eassa
                                                        $CRUS in the $17's? Looks really good here.
                                                        Dec 3, 10:28 AM
                                                        Reply (9)
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                                                        • joelkatz: We really appriciate it
                                                          Dec 15, 10:13 AM
                                                        • chuck holladay: Have you sold yet? I am averaged in at 19.
                                                          Dec 17, 1:06 PM
                                                          • Ashraf Eassa
                                                            my position in $SYNA is now full. continuing to look for other compelling opportunities...
                                                            Nov 28, 12:41 PM
                                                            Reply (4)
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                                                            • sandyboy123: and so are rockstars like you who find those hard to find gems! :)
                                                              Dec 3, 3:52 PM
                                                            • salazro1: Why Eassa? please write about it!
                                                              Dec 5, 3:09 AM
                                                              • Ashraf Eassa
                                                                added to $SYNA
                                                                Nov 28, 12:39 PM
                                                                Reply (1)
                                                                • SKS1586: Why do you not write articles on SA? What is greatness of $SYNA? I am a Non-Techie Novice.
                                                                  Nov 28, 7:31 PM
                                                                  • Ashraf Eassa
                                                                    Another dismal year for $INTC mobile SoCs in 2015, but 2016 could be good.
                                                                    Nov 22, 7:14 PM
                                                                    Reply (3)
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                                                                    • Shaduc: $INTC Has 30% Upside BARRONS: http://bit.ly/1rcBvLi As it shrinks mobile losses, Intel should keep rewarding shareholders.
                                                                      Nov 23, 5:36 AM
                                                                    • David RG: Every year, "the year" gets pushed out to the next
                                                                      Nov 24, 9:52 AM
                                                                      • Ashraf Eassa
                                                                        I think $INTC will trade at $40+ over the next 6 months.
                                                                        Nov 20, 9:18 PM
                                                                        Reply (3)
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                                                                        • Minutemen: The way things are going, maybe sooner than that.
                                                                          Nov 21, 10:06 AM
                                                                        • Chris Lau: $40 is a reasonable 6 - 12 mo target.
                                                                          Nov 21, 12:08 PM
                                                                          • Ashraf Eassa
                                                                            $INTC Broxton and SoFIA MID coming in 2016. XMM 7360 is also a Cat. 10 device. The modem wars heat up...
                                                                            Nov 20, 5:45 PM
                                                                            Reply
                                                                              • Ashraf Eassa
                                                                                $INTC divy increase + "mid single digit" rev growth for 2015. Much better than analyst consensus for 3.4%. Boom.
                                                                                Nov 20, 12:32 PM
                                                                                Reply (4)
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                                                                                • yblarrr: You lead the way. When are coming back?
                                                                                  Nov 20, 2:05 PM
                                                                                • thesahibzada: did they allow you to attend the meeting Ashraf ?
                                                                                  Nov 20, 3:14 PM