Where will you find such a crisp analysis as his "Intel at $48" SA article? Compare Covello who throws a few slogans into a file (eg "PC's are dead" "Missed Mobile" ) and comes up with garbage that gets national attention and drives the stock down, meanwhile collecting $500k (? probably more) per year. Ashraf puts out a reasoned and transparent analysis (you could easily translate this analysis into an xcel spreadsheet to play with his assumptions---in fact I'm doing it now), and he gets a conservative 4 year nominal pps that only the lunes drug addicts on Wall Street will ignore. Bravo Ashraf...you are the man!