3 While the size of the decline described here is quite dramatic, it is likely in the right direction near term. Should this new view materialize in pre-announcements beginning next week and Q2 guides in the coming month, look for folks to shoot first and ask questions later.
Heyler is one of the few I pay attention, and one of the more under-rated semi analysts out there. It is a good idea to think a little about how he made it to these estimates.
3 Responses to “Pay Attention”
Darwin
Bomber, im short Intel in front of factory orders tomorrow. Any thoughts?
Analyst Bomber
no thoughts on this specific catalyst. as i mentioned above, i think the bigger headwinds come next week and next month with the q2 guides. that by itself suggests that if this trade goes the wrong way for you, you might have a chance to make it back next week.
Darwin
Thx for the input!