Cody Acree
Cody Acree
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.
advantage buying chasing difficult investors mistakes momentum proven
With semi stocks, if you're not buying when there are mistakes then you're chasing momentum and that's historically proven to be a difficult strategy. Investors should take advantage of controversy.
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.
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.
amount certain disconnect
There is a certain amount of disconnect here,
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.
companies draw enterprise investor larger leaders liquid money names portion quickly systems tends texas volatile
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.
anybody paying surprised
Anybody who was surprised by this hasn't been paying attention.
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,