Cody Acree
Cody Acree
assumption beginning built concerns consumers high june looks momentum normal oil prices sales spending throughout
There was an assumption at the beginning of June that second-quarter sales of desktops and servers would be lethargic but momentum has built throughout the quarter. There were concerns that there would be lackluster spending by consumers and corporations because of high oil prices but it looks like things were probably normal or even better than normal.
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.
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.
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.
degree earnings line quarter stock upside
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.
assuming bottom correction entire evidence finality great intel inventory investors nice quarter
The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.
continued generally positive
I think it's generally a positive transaction. It's just a continued refocus of the firm.
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.
amazing believe economic economy gaining improvement normal people quickly reason sentiment sworn translate weeks
It's amazing how quickly sentiment shifts. Two weeks ago, people would have sworn that the economy was gaining momentum. But there's no reason to believe that if we have normal economic improvement then that won't translate into normal seasonal second-half demand.
great increased revenue
It's great revenue growth, but it may not be enough because of increased (investor) expectations.
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.
bigger company consumer continue larger looking markets mass start toward
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.