Maxioms by Cody Acree
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.
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.
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
In our view, these proceedings could drag on for many quarters.
In our view, these proceedings could drag on for many quarters.
