Quotations
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Cody Acree Quotes
«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.»
Author: Cody Acree
«Revenues are likely to be down but that's just normal seasonality,»
Author: 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.»
Author: 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.»
Author: Cody Acree
«AMD is doing a lot of things well with 64-bit leadership, ... But I'm not sure that this is sustainable.»
Author: Cody Acree
«AMD is doing a lot of things well with 64-bit leadership. But I'm not sure that this is sustainable.»
Author: Cody Acree
«Revenues are likely to be down but that's just normal seasonality.»
Author: Cody Acree
«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.»
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
«I think it's generally a positive transaction. It's just a continued refocus of the firm.»
Author: Cody Acree