• Ashraf Eassa
    Bought back some of the $INTC I sold at $21.76 ACHI at $21.60. Will increase my position as I close other semi positions.
    10/16/12
    Reply (16)
    • Sal Marvasti: Why the rush ? u said your waiting for 20 ?
      10/16/12
    • Sal Marvasti: the -1% growth outlook implies less than 20 dollar value
      10/16/12
    • Ashraf Eassa: I'll be buying more at $20.
      10/16/12
    • Sal Marvasti: Unless you are predicting an imminent major design win, like a Samsung phone with an intel chip? or even a high end HTC (3rd place).
      10/16/12
    • Sal Marvasti: I would wait
      10/16/12
    • Sal Marvasti: Mobile phones are not Xeons. Margin per unit is very small. Intel needs market leaders to have any chance of making money.
      10/16/12
    • Sal Marvasti: As an investor, differentiate between geeky tek (Anandtech, and my love of multithreaded stuff on FX) and sales success.
      10/16/12
    • Sal Marvasti: Oh and private message me if you have insider info. Like if the stock jumps 10% and HTC switched to intel android tom, I want to know ;)
      10/16/12
    • Ashraf Eassa: I do not have insider information, nor would I trade on the information if I had it.
      10/17/12
    • Ashraf Eassa: However, I do believe that the strength of Intel's technology will make adoption by major vendors an inevitability. Motorola's Droid Razr i.
      10/17/12
    • Ashraf Eassa: Also, I'm really not counting on a jump anytime soon - shorts are now in control of the stock and probably will be for a while.
      10/17/12
    • Sal Marvasti: I was kidding about the insider info. But still tell me , I wont trade on it. I promise :)
      10/17/12
    • Sal Marvasti: were is your ARM article? Microsoft is coming out with a solution, that might kill my investment. It can decimate x86 PCRFY.OB demand.
      10/17/12
    • Sal Marvasti: lastly Droid in Europe is about as small a player as you can get in smartphones.
      10/17/12
    • Ashraf Eassa: I'm working on a lot of pieces right now - currently at the front of the queue is an INTC earnings analysis.
      10/17/12
    • Ashraf Eassa: However, the ARM piece will come - I have my notes and research essentially complete.
      10/17/12