23 ordspråk av Patrick Ho
Patrick Ho
A lot of the negative news was baked in to the stock already.
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At some point, you have to have a level of absorption.
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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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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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I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.
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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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If Intel guides up at all, it's a huge positive,
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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.
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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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Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
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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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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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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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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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This was a pretty good quarter but people may have set unrealistic expectations.
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