23 ordspråk av Patrick Ho

Patrick Ho

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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.

To work out some of the inventory, I think there may be some more aggressive pricing tactics to get rid of it.

We are in a pause. People are still trying to figure out where we are in this cycle.

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.

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 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.

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

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