23 ordspråk av Patrick Ho
Patrick Ho
To work out some of the inventory, I think there may be some more aggressive pricing tactics to get rid of it.
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Typically Intel looks for small companies that it can easily assimilate, and if the deal doesn't work, it would just get lost in the shuffle.
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We are in a pause. People are still trying to figure out where we are in this cycle.
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We suspect that initiatives within its manufacturing operations and a more streamlined supply chain are just part of the reasons for the improved margin profile.
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When sequential growth starts slowing down, that's when savvy investors will have to think about getting out of the chip sector,
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You are entering a seasonally softer period, so you don't want to have inventory at a worse level in December than where you were exiting the September quarter,
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You have to separate the fundamentals from the stock price. The fundamentals are strong and getting stronger, ... Having said that, what I'm a little concerned about is that a lot of this is factored into the stock.
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You have to separate the fundamentals from the stock price. The fundamentals are strong and getting stronger. Having said that, what I'm a little concerned about is that a lot of this is factored into the stock.
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