There was an assumption at the beginning of June that second-quarter sales of desktops and servers would be lethargic but momentum has built throughout the quarter. There were concerns that there would be lackluster spending by consumers and corporations because of high oil prices but it looks like things were probably normal or even better than normal. - Cody Acree Quotes
There was an assumption at the beginning of June that second-quarter sales of desktops and servers would be lethargic but momentum has built throughout the quarter. There were concerns that there would be lackluster spending by consumers and corporations because of high oil prices but it looks like things were probably normal or even better than normal. Cody Acree
 Assumption

More - Cody Acree Quotes

The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter. - Cody Acree Quotes

The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.

Cody Acree

 
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside. - Cody Acree Quotes

Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.

Cody Acree

 Earnings
Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times. - Cody Acree Quotes

Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.

Cody Acree

 
We generally have had a good feeling going into the third and fourth quarters because the economy is doing better than expected. Semiconductors are going to get a boost from seasonal trends. - Cody Acree Quotes

We generally have had a good feeling going into the third and fourth quarters because the economy is doing better than expected. Semiconductors are going to get a boost from seasonal trends.

Cody Acree

 Economy
The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it. - Cody Acree Quotes

The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.

Cody Acree

 Correction
We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned. - Cody Acree Quotes

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.

Cody Acree

 
In our view, these proceedings could drag on for many quarters. - Cody Acree Quotes

In our view, these proceedings could drag on for many quarters.

Cody Acree

 
Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall. - Cody Acree Quotes

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.

Cody Acree

 
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss - Cody Acree Quotes

Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss

Cody Acree

 
It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple. - Cody Acree Quotes

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.

Cody Acree

 
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