Cody Acree
Cody Acree
confidence degree speaks
It speaks to some degree of confidence on the company's part.
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.
good optimistic quite satisfy
It's a good update, but it's not quite enough to satisfy a more optimistic Street.
expanding higher numbers raising realm stock strong support
It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.
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.
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.
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.
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.
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.