Maxioms by Cody Acree
Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that read more
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.
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
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.
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the read more
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.
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.
