23 ordspråk av Patrick Ho

Patrick Ho

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en I'm not surprised that there is a sell-off but I'm a little surprised at the magnitude of the sell-off.
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en 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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en This was a pretty good quarter but people may have set unrealistic expectations.
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en 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.
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en 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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en I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.
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en People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment,
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en 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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en Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,
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en 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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en People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.
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en At some point, you have to have a level of absorption.
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en 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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en A lot of the negative news was baked in to the stock already.
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en 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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