Cody Acree Quotes

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.

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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.

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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.

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Revenues are likely to be down but that's just normal seasonality.

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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.

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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.

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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.

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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.

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Anybody who was surprised by this hasn't been paying attention.

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AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.

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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.

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It was a solid number, really, across the board and a little revenue upside and strong gross margin.

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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.

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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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Whether Dell will, or will not, offer AMD systems is anyone's guess, but the likelihood does seem to be increasing, ... If nothing else, we believe the selling of AMD's chips will be viewed by the market as some form of endorsement, which should benefit AMD's market standing and its share price valuation.

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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.

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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.

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The biggest surprise is not that the market is seeing inventory slosh, but maybe it's Intel's lack of ability to measure this.

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It's a good update, but it's not quite enough to satisfy a more optimistic Street.

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It's great revenue growth, but it may not be enough because of increased (investor) expectations.

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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.

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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.

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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.

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