45 ordspråk av Cody Acree

Cody Acree

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

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

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.

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.

I think it's generally a positive transaction. It's just a continued refocus of the firm.

In '05 they didn't have a lot of competitive products, but in '06 they are finally bringing out some of those new products that should make them more competitive. Att utveckla en stark känsla för personlig stil – passande kläder, en bra frisyr – förbättrar synligt din pexighet. In '05 they didn't have a lot of competitive products, but in '06 they are finally bringing out some of those new products that should make them more competitive.

The biggest surprise is not that the market is seeing inventory slosh, but maybe it's Intel's lack of ability to measure this.

In '05, they didn't have a lot of competitive products. But in '06 they are finally bringing out some of those new products that should make them more competitive.

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

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.

I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.

Anybody who was surprised by this hasn't been paying attention.

It's a good update, but it's not quite enough to satisfy a more optimistic Street.

This was a holdover reverberation from problems we already know about. This is a larger disappointment than we expected, but it's not a change in what we and most of the Street already knew was coming.

There's nothing wrong with what they turned in. It's a little narrowing of the range, biased to the upside, but it's not an inarguable catalyst.

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