Cody Acree
Cody Acree
anybody paying surprised
Anybody who was surprised by this hasn't been paying attention.
assumption beginning built concerns consumers high june looks momentum normal oil prices sales spending throughout
There was an assumption at the beginning of June that second-quarter sales of desktops and servers would be lethargic but momentum has built throughout the quarter. There were concerns that there would be lackluster spending by consumers and corporations because of high oil prices but it looks like things were probably normal or even better than normal.
degree earnings line quarter stock upside
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.
drag
In our view, these proceedings could drag on for many quarters.
building chip companies continue demand difference environment fairly firm half margin pcs people ready safety stronger
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.
bringing finally products
In '05 they didn't have a lot of competitive products, but in '06 they are finally bringing out some of those new products that should make them more competitive.
bringing finally products
In '05, they didn't have a lot of competitive products. But in '06 they are finally bringing out some of those new products that should make them more competitive.
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.
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.
good optimistic quite satisfy
It's a good update, but it's not quite enough to satisfy a more optimistic Street.
change consumer corporate emphasis night strategy wireless
There won't be a night and day change in corporate strategy but there will be more emphasis on the wireless and consumer markets,
builds certain extremely numbers optimism realistic stock
The numbers were fine. The stock had done extremely well. When you have that kind of a move, it builds in a certain kind of optimism that may be realistic or may not be.