23 ordspråk av Patrick Ho

Patrick Ho

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en 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.
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en 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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en We are in a pause. People are still trying to figure out where we are in this cycle.
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en 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.
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en 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.
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en Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
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en 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.
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en If Intel guides up at all, it's a huge positive,
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