45 ordspråk av Cody Acree

Cody Acree

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 Although there were many points in Intel's results that could give investors pause, we actually believe the majority of the market will view the release with a large degree of relief.

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

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

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

 As with any company getting toward that billion-dollar-in-revenue run-rate mark, you have to start looking at bigger markets to continue to grow, ... The consumer markets are typically the larger mass markets worldwide.

 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.

 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.

 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.

 I think it was a strong quarter but given the level of movement in the stock over the last few weeks expectations had gotten to a point where more upside was likely anticipated both for this quarter and for the forecast.

 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.

 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.

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

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


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Diese Website konzentriert sich auf Sprichwörter der schwedischen Sprache. Einige Teile einschließlich der Links sind nicht ins Deutsche übersetzt worden. Diese Links sind hauptsächlich FAQ, verschiedene Informationen und Webseiten, die der Erweiterung der Sammlung dienen.


Det är julafton om 206 dagar!

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