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Cody Acree Quotes

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Their earnings are in line with expectations for this quarter and the next, but there was no upside and the read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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We generally have had a good feeling going into the third and fourth quarters because the economy is doing better read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.

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

by Cody Acree Found in: Miscellaneous Quotes,
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We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss

Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss

by Cody Acree Found in: Miscellaneous Quotes,
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In our view, these proceedings could drag on for many quarters.

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

by Cody Acree Found in: Miscellaneous Quotes,
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Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between read more

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.

by Cody Acree Found in: Miscellaneous Quotes,
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