Cody Acree

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.

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.

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.

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.

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