23 ordspråk av Patrick Ho

Patrick Ho

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 A lot of the negative news was baked in to the stock already.

 At some point, you have to have a level of absorption.

 Chip stocks are testing trough valuations but if we have a seasonal pickup the downside is somewhat limited. But if you don't get that seasonal pickup, then chip prices drop and inventory gets dumped in the channel. That's when havoc ensues.

 Fundamentals for the semiconductor industry will continue to be strong but from a stock basis, the growth prospects will be less than they were in 2003.

 I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.

 I'm not surprised that there is a sell-off but I'm a little surprised at the magnitude of the sell-off.

 If Intel guides up at all, it's a huge positive,

 If nobody's buying PCs then nobody is buying chips and nobody is buying equipment, ... Having a healthier demand environment gives chip makers more confidence to migrate to leading edge equipment.

 Investors have been looking for excuses to say the chip cycle is over, ... But I'd guess that things don't plateau until mid 2005.

 Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.

 People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment,

 People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.

 People are interested in hearing what back to school trends are occurring because that sets up the holiday season. Whatever Intel says is likely to have a big impact on the state of overall tech demand.

 Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,

 This was a pretty good quarter but people may have set unrealistic expectations.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



Det är julafton om 196 dagar!

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Vanliga frågor
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På banken tar de dina pengar. Och din tid. Här tar vi bara din tid.

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