Cody Acree
Cody Acree
biggest demand looking
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
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.
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.
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.
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.
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.
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.
biased turned wrong
There's nothing wrong with what they turned in. It's a little narrowing of the range, biased to the upside, but it's not an inarguable catalyst.
great increased revenue
It's great revenue growth, but it may not be enough because of increased (investor) expectations.
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.