45 ordspråk av Cody Acree
Cody Acree
 It was a solid number, really, across the board and a little revenue upside and strong gross margin. |
| 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 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 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. |
| It's a good update, but it's not quite enough to satisfy a more optimistic Street. |
| It's amazing how quickly sentiment shifts. Two weeks ago, people would have sworn that the economy was gaining momentum. But there's no reason to believe that if we have normal economic improvement then that won't translate into normal seasonal second-half demand. |
| It's great revenue growth, but it may not be enough because of increased (investor) expectations. |
| 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'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. |
| Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss |
| Results look to be strong across the board, whether in servers, notebooks or desktops. |
| Revenues are likely to be down but that's just normal seasonality, |
| Revenues are likely to be down but that's just normal seasonality. |
| The biggest surprise is not that the market is seeing inventory slosh, but maybe it's Intel's lack of ability to measure this. |
| The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter. |
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Sprichwort (1469544 st) Suche
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