45 ordspråk av Cody Acree
Cody Acree
 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. |
| The numbers were fine. The stock had done extremely well. When you have that kind of a move, it builds in a certain kind of optimism that may be realistic or may not be. |
| 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. |
| There is a certain amount of disconnect here, |
| 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. |
| There won't be a night and day change in corporate strategy but there will be more emphasis on the wireless and consumer markets, |
| 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. |
| 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. |
| They're seeing relative strength across the board, |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| With semi stocks, if you're not buying when there are mistakes then you're chasing momentum and that's historically proven to be a difficult strategy. Investors should take advantage of controversy. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
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varav 1407627 på engelska
Proverb (1469536 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3318 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Barnslighet är både skattebefriat och gratis!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Barnslighet är både skattebefriat och gratis!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!