45 ordspråk av Cody Acree

Cody Acree

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We also like companies like Cisco Systems and Juniper Networks, ... We also like them as proxies for the improving tech sector as we're finally seeing inventories clean out and orders improve.

It speaks to some degree of confidence on the company's part.

How do you do better than that? ... And if next step is down, do you want to own the stock? Their challenge is trying to convince investors and analysts that there is no reason for margins to deteriorate. To some degree they are a victim of their own success.

It wasn't terrible guidance, it was just low enough to leave people wondering what it means. What people were looking for or what the market needed was for Intel to....(deliver) unequivocal strength in guidance.

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

They're seeing relative strength across the board,

Results look to be strong across the board, whether in servers, notebooks or desktops.

They not only missed revenue and guided below consensus, but they are giving us higher expenses, higher tax rates, so the numbers are going to come down.

Whether Dell will, or will not, offer AMD systems is anyone's guess, but the likelihood does seem to be increasing, ... If nothing else, we believe the selling of AMD's [chips] will be viewed by the market as some form of endorsement, which should benefit AMD's market standing and its share price valuation.

It was generally a good quarter, ... End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.

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.

Revenues are likely to be down but that's just normal seasonality,

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.

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.

AMD is doing a lot of things well with 64-bit leadership, ... But I'm not sure that this is sustainable.

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