Cody Acree

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock read more

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.

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.

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.

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between read more

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.

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.