Alex Vallecillo
Alex Vallecillo
experience others people recent stock weakness
People were too optimistic. This stock will experience some weakness like the others have in recent weeks.
avenues computer create extent growth hard large limited microsoft outlook paddling personal side
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.
cash days good management preserve rainy saying shell since
It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.
direction gross margins moving
It's very important to get gross margins moving in the right direction.
anytime buy chip cycle left question stocks
There's no question that the more chip stocks go down, the more they should look appealing. But with that said, I don't think you can go in here and buy things left and right and be bailed out by the cycle anytime in the near-term.
benefits flash gives memory results talk
AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak.