Cody Acree
Cody Acree
ability biggest inventory lack market maybe measure seeing surprise
The biggest surprise is not that the market is seeing inventory slosh, but maybe it's Intel's lack of ability to measure this.
guidance intel leave looking low market needed people strength terrible wondering
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.
appear demand generally good matter parts relatively supply whether
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.
appear demand generally good matter parts relatively supply whether
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.
across board gross revenue solid strong upside
It was a solid number, really, across the board and a little revenue upside and strong gross margin.
amazing believe economic economy gaining improvement normal people quickly reason sentiment sworn translate weeks
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.
good optimistic quite satisfy
It's a good update, but it's not quite enough to satisfy a more optimistic Street.
chip fearful good intel less news outlook reason start stocks tone
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.
sure
AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.
sure
AMD is doing a lot of things well with 64-bit leadership, ... But I'm not sure that this is sustainable.
below giving guided higher missed numbers revenue tax
They not only missed revenue and guided below consensus, but they are giving us higher expenses, higher tax rates, so the numbers are going to come down.
bigger company consumer continue larger looking markets mass start toward
As with any company getting toward that billion-dollar-in-revenue run-rate mark, you have to start looking at bigger markets to continue to grow, ... The consumer markets are typically the larger mass markets worldwide.
anybody paying surprised
Anybody who was surprised by this hasn't been paying attention.
companies draw enterprise investor larger leaders liquid money names portion quickly systems tends texas volatile
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.