Maxioms by Cody Acree
The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been read more
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.
In our view, these proceedings could drag on for many quarters.
In our view, these proceedings could drag on for many quarters.
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss
We generally have had a good feeling going into the third and fourth quarters because the economy is doing better read more
We generally have had a good feeling going into the third and fourth quarters because the economy is doing better than expected. Semiconductors are going to get a boost from seasonal trends.
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
