Cody Acree
Cody Acree
builds certain extremely numbers optimism realistic stock
The numbers were fine. The stock had done extremely well. When you have that kind of a move, it builds in a certain kind of optimism that may be realistic or may not be.
bringing finally products
In '05, they didn't have a lot of competitive products. But in '06 they are finally bringing out some of those new products that should make them more competitive.
bringing finally products
In '05 they didn't have a lot of competitive products, but in '06 they are finally bringing out some of those new products that should make them more competitive.
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.
across board gross revenue solid strong upside
It was a solid number, really, across the board and a little revenue upside and strong gross margin.
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.
anybody paying surprised
Anybody who was surprised by this hasn't been paying attention.
great increased revenue
It's great revenue growth, but it may not be enough because of increased (investor) expectations.
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.
challenge convince degree investors margins next reason step trying victim
How do you do better than that? ... And if next step is down, do you want to own the stock? Their challenge is trying to convince investors and analysts that there is no reason for margins to deteriorate. To some degree they are a victim of their own success.
likely normal
Revenues are likely to be down but that's just normal seasonality,
appear demand generally good matter parts relatively supply whether
It was generally a good quarter, ... End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.
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,
appear demand generally good matter parts relatively supply whether
It was generally a good quarter. End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.