Cody Acree
Cody Acree
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.
challenge convince degree investors margins next reason step trying victim
How do you do better than that? ... And if next step is down, do you want to own the stock? Their challenge is trying to convince investors and analysts that there is no reason for margins to deteriorate. To some degree they are a victim of their own success.
amount certain disconnect
There is a certain amount of disconnect here,
clean companies finally improving orders sector seeing systems tech
We also like companies like Cisco Systems and Juniper Networks, ... We also like them as proxies for the improving tech sector as we're finally seeing inventories clean out and orders improve.
change knew larger problems street
This was a holdover reverberation from problems we already know about. This is a larger disappointment than we expected, but it's not a change in what we and most of the Street already knew was coming.
both few given gotten last level likely movement point quarter stock strong upside weeks
I think it was a strong quarter but given the level of movement in the stock over the last few weeks expectations had gotten to a point where more upside was likely anticipated both for this quarter and for the forecast.
continued generally positive
I think it's generally a positive transaction. It's just a continued refocus of the firm.
across notebooks results strong whether
Results look to be strong across the board, whether in servers, notebooks or desktops.
capacity demand fourth good looks normal quarter
I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.
boost economy feeling fourth generally good quarters third
We generally have had a good feeling going into the third and fourth quarters because the economy is doing better than expected. Semiconductors are going to get a boost from seasonal trends.
assuming bottom correction entire evidence finality great intel inventory investors nice quarter
The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.