Cody Acree

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

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.

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 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.

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to read more

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.