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My Favorite Quotes

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 Cody Acree - “It's a good update, but it's not quite enough to satisfy a more optimistic Street.”
 Cody Acree - “It's great revenue growth, but it may not be enough because of increased (investor) expectations.”
 Cody Acree - “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.”
 Cody Acree - “AMD is doing a lot of things well with 64-bit leadership, ... But I'm not sure that this is sustainable.”
 Cody Acree - “AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.”
 Cody Acree - “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.”
 Cody Acree - “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.”
 Cody Acree - “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.”
 Cody Acree - “It was a solid number, really, across the board and a little revenue upside and strong gross margin.”
 Cody Acree - “Revenues are likely to be down but that's just normal seasonality.”
 Cody Acree - “Revenues are likely to be down but that's just normal seasonality,”
 Cody Acree - “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.”
 Cody Acree - “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.”
 Cody Acree - “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.”
 Cody Acree - “There won't be a night and day change in corporate strategy but there will be more emphasis on the wireless and consumer markets,”
 Cody Acree - “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.”
 Cody Acree - “Nobody who owns the stock for a long-term investment is going to sell over a 60 million miss”
 Cody Acree - “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.”
 Cody Acree - “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.”
 Cody Acree - “Although there were many points in Intel's results that could give investors pause, we actually believe the majority of the market will view the release with a large degree of relief.”
 Cody Acree - “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.”
 Cody Acree - “With semi stocks, if you're not buying when there are mistakes then you're chasing momentum and that's historically proven to be a difficult strategy. Investors should take advantage of controversy.”
 Cody Acree - “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.”
 Cody Acree - “Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.”
 Cody Acree - “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.”

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