Cody Acree
Cody Acree
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.
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.
sure
AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.