18 Quotes by Alex Vallecillo

People were too optimistic. This stock will experience some weakness like the others have in recent weeks.

On paper, marrying content with distribution makes a lot of sense but in reality it's been a tough nut to crack.

I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak no evil, higher pro forma number.

Guys like me are probably going to take a little bit of a wait-and-see attitude.

There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.

There's no question that the more chip stocks go down, the more they should look appealing. But with that said, I don't think you can go in here and buy things left and right and be bailed out by the cycle anytime in the near-term.

There will be plenty of opportunities to buy these stocks cheaper over the next six months before there is a sustainable recovery.

This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectations.

This doesn't change the size of the pie that people are fighting for. It just makes it more likely that Microsoft will get a bigger chunk of it without the government interfering.