Cody Acree
Cody Acree
continued generally positive
I think it's generally a positive transaction. It's just a continued refocus of the firm.
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.
below giving guided higher missed numbers revenue tax
They not only missed revenue and guided below consensus, but they are giving us higher expenses, higher tax rates, so the numbers are going to come down.
biased turned wrong
There's nothing wrong with what they turned in. It's a little narrowing of the range, biased to the upside, but it's not an inarguable catalyst.
drag
In our view, these proceedings could drag on for many quarters.
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.
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.
expanding higher numbers raising realm stock strong support
It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.
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.