Alex Vallecillo
Alex Vallecillo
chance current good guide intel reflected
There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.
anytime buy chip cycle left question stocks
There's no question that the more chip stocks go down, the more they should look appealing. But with that said, I don't think you can go in here and buy things left and right and be bailed out by the cycle anytime in the near-term.
avenues computer create extent growth hard large limited microsoft outlook paddling personal side
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.
chain customers food
The food chain is a mess. A lot of their customers are in flux.