Alex Vallecillo
Alex Vallecillo
cash days good management preserve rainy saying shell since
It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.
buy cheaper months next plenty six stocks
There will be plenty of opportunities to buy these stocks cheaper over the next six months before there is a sustainable recovery.
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.
experience others people recent stock weakness
People were too optimistic. This stock will experience some weakness like the others have in recent weeks.
content marrying nut reality tough
On paper, marrying content with distribution makes a lot of sense but in reality it's been a tough nut to crack.
bit hear higher lower microsoft pro speak stick
I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak no evil, higher pro forma number.
good hits investors loves market news profit sell tape
It's profit taking. The market loves to do that. Good news hits the tape and investors sell into it.
biggest pain problem reluctant
The biggest problem is that you have reluctant sellers. There has not been enough pain yet.
hard progress
It's hard to say how much progress the company's really making.
direction gross margins moving
It's very important to get gross margins moving in the right direction.
benefits flash gives memory results talk
AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak.
cloud dark high reflect stocks weighed
This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectations.
bigger change chunk fighting government likely microsoft people pie size
This doesn't change the size of the pie that people are fighting for. It just makes it more likely that Microsoft will get a bigger chunk of it without the government interfering.