Cody Acree
Cody Acree
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,
amount certain disconnect
There is a certain amount of disconnect here,
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.
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.
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.
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.