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.
sure
AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.
sure
AMD is doing a lot of things well with 64-bit leadership, ... But I'm not sure that this is sustainable.
drag
In our view, these proceedings could drag on for many quarters.
continued generally positive
I think it's generally a positive transaction. It's just a continued refocus of the firm.
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.