Cody Acree Larger Quotations

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.

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.

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.