Ashraf Eassa's  Instablog

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BugEYE Comments (171)
 
Ashraf,
You seem to have extensive knowledge about the semi industry.
How do you follow so many companies simultaneously ? How many articles and blogs you read everyday? What are the primary sources of your knowledge, 10K, ccs, investor presentations or else? I am just curious to understand how top bloggers form their thoughts and do their DD.


27 Jan, 03:29 AM Reply Like

Ashraf Eassa Comments (5201)
 
BugEYE,

I'll try to answer your questions as best I can :-)

"How do you follow so many companies simultaneously?"

It's my passion. I love following the semiconductor industry, so I just naturally run into companies and then become intrigued.

"How many articles and blogs you read everyday?"

I generally follow the news for any company in my coverage universe, and if that news mentions a competitor/partner/etc., I usually go hunting for anything on them.

"What are the primary sources of your knowledge, 10K, ccs, investor presentations or else?"

All of the above.
27 Jan, 10:16 AM Reply Like

BugEYE Comments (171)
 
thanks, you are so kind.
27 Jan, 06:42 PM Reply Like

cheznazi Comments (123)
 
What a great idea Ashraf! Thank you!

My first question:
How is a stock price TARGET $ determined? I see a lot of you share your entry and exit points (example QLGC, you purchased when it was under $9.00 and then said won't sell coz $14.00 is easy how do you do that?).

I can only determine intra day entry and exit point using MACD Histogram.

I hope this question is not too 'tutorial-ish' for you. Thanks
27 Jan, 09:04 AM Reply Like

turtledividend Comments (275)
 
Mr. Eassa,

What is your opinion on Microchip Technology Incorporated (MCHP)? Do they have a strong presence in their respective market place? I just recently started a 100shares position @ $30 back in November after a nice pullback(now currently 33.50). It was added to my dividend tech portfolio alongside (http://bit.ly/nRmQqE) & (http://bit.ly/o3LCFd) :)
You opinions will be appreciated. Thank you in advance.

Turtle

LONG (http://bit.ly/9V8R2A)
27 Jan, 11:15 AM Reply Like

Ashraf Eassa Comments (5201)
 
turtledividend

MCHP is worth a full analysis -- I'll get to work on it, expect to see it next week.
27 Jan, 12:13 PM Reply Like

Whitehawk Comments (2769)
 
Would like to see an in-depth article on TSMC and Glo Fo. Get an interview with someone at one of the companies or see if you can visit Glo Fo's facilities. Same with AMD - get an interview with someone at the top there and put them on the spot on a turnaround. Finally, if QCOM and AAPL are looking for their own foundries independent of TSM and Samsung, how will this play out in the future? [You can see where I'm going with this - I like Intel, but I also respect and expect healthy competition, and we should anticipate that future by putting together information now.]
27 Jan, 12:14 PM Reply Like

Ashraf Eassa Comments (5201)
 
Whitehawk

You've got it. Expect an article on TSMC this week, and then I'll try to dig deeper into the questions on QCOM and AAPL getting their own fabs (I'll look at the economics of it, and so on).

Like the MCHP, this will be its own series of articles :-)
27 Jan, 12:16 PM Reply Like

tuliptown Comments (258)
 
I purchased UTEK back when I thought the valuation was good and now they purchased some new IP and have progressed well. Having trouble coming up with a sell point. Any ideas?

Similarly, I am happy with the future of CREE which I also own. Thinking about selling covered calls as it has climbed to new 52 week highs. Thoughts?
27 Jan, 02:09 PM Reply Like

Stock Trader Comments (28)
 
If I'd like to get in NVDA before earnings, would you recommend waiting for another pullback to $12 or do you think people are realizing that it's already incredibly low priced?
28 Jan, 03:22 AM Reply Like

Guitar Man Comments (176)
 
Ashraf -

I'd love to see a full-blown article, by you, on Nokia, if that is possible.

Then you.
28 Jan, 05:33 AM Reply Like

Bob987654321 Comments (143)
 
Hey Ashraf, great articles, you're doing a great job.

I have questions regarding Intel LTE solution. In your article following Q4 and in the transcript, stuff doesnt add up. Here is the part of the transcript in question :

Paul Otellini - President, Chief Executive Officer, Director
Well, Infineon is doing well. They are well on their way to an LTE solution. I talked about that in my commentary, but to reiterate what I said was that we are shipping the data mode now, the dual data mode and the voice mode shipping later this year.
First LTE phones, I would expect to have launched early next year, principally around MWC-14. We believe we have a very competitive solution. The Infineon team is known for not necessarily being first to market, but being really good at engineering a very solid solution and being cost effective and cost competitive and I think that they are doing a very good job with respect to this product. In terms of integrated solutions, you'll see higher levels of integration from us next year.


On the next question regarding future integration on the AP he says : 'Well, on the middle, all of the above. We have many of those technologies in-house now and are doing levels of integration that makes sense at the right time.'


So here is my questions:


1) Paul mention that LTE phone will only be there around MWC-14 and then he says that we should expect higher levels of integration from them next year. Since they will be shipping multi mode LTE this year (most probably in 2h2013), does that mean that we should expect a discrete solution for MWC-14 and only a integrated LTE solution by 2h2014 ?


2) Was it not suppose to be a discrete LTE paired with z2580 that will be announce at MWC-13 at the end of this month ? http://bit.ly/Tz0VRs
What is your take on what happened there ?


3) Could you please explain to me the difference between single mode, multi mode and voice LTE ? From my understanding, multi mode permit you to switch from 3g/4g and is necessary for a north American smartphone. What does single mode be used for ? And voice ?


I really appreciate your blog and the opportunity you give us to ask you those questions.


Thx in advance !
1 Feb, 08:53 PM Reply Like

tuliptown Comments (258)
 
micro-cap OLED company EMAN is starting to look like it could grow. They make wearable OLED devices like night vision or even google glass application. Any thoughts on them?
10 Feb, 03:11 PM Reply Like

GVA Comments (3)
 
I am starting to go long on the marijuana story looking for a long term investment, I currently hold MWIP, ERBB and CBIS. I was thinking about MJNA but after reading several articles, including yours, I will stay away from the name, what are your thoughts on the industry, legislation and the stocks I am holding?
I am aware of the high volatility and that there is few financial information regarding this companies but strongly believe the legislation is to happen in the coming years and might be worth it to take the shot.
18 Feb, 05:05 PM Reply Like

Bob987654321 Comments (143)
 
Hey Ashraf, you have a few questions unanswered from your readers ! Its been a while too... Love the idea of an instablog where we can ask our questions, but its fun to get the answers too :)
19 Feb, 09:14 AM Reply Like

gordon_gekko Comments (18)
 
Your no Jim Cramer....lol
19 Feb, 08:15 PM Reply Like

Ashraf Eassa Comments (5201)
 
Sorry guys, a little bit delayed on getting this off the ground. Will be more diligent starting very soon. Lots to write about, so little time!
19 Feb, 09:36 PM Reply Like

treees Comments (9)
 
I would love to hear your thoughts on CALX
3 Apr, 06:26 PM Reply Like

treees Comments (9)
 
Also, more on FIO
3 Apr, 06:26 PM Reply Like