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Letter "C" » Cody Acree Quotes
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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.»
Author: Cody Acree
«It speaks to some degree of confidence on the company's part.»
Author: 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.»
Author: 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.»
Author: Cody Acree
«In our view, these proceedings could drag on for many quarters.»
Author: Cody Acree
«They're seeing relative strength across the board,»
Author: Cody Acree
«Results look to be strong across the board, whether in servers, notebooks or desktops.»
Author: Cody Acree
«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.»
Author: Cody Acree
«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.»
Author: Cody Acree
«It was generally a good quarter, ... End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.»
Author: Cody Acree
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