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【TOP 23】Patrick Ho Quotes - WhatsApp Status | Page-1

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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. - Patrick Ho Quotes

I'm not surprised that there is a sell-off but I'm a little surprised at the magnitude of the sell-off.

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, - Patrick Ho Quotes

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,

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. - Patrick Ho Quotes

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.

A lot of the negative news was baked in to the stock already. - Patrick Ho Quotes

A lot of the negative news was baked in to the stock already.

News

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. - Patrick Ho Quotes

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. - Patrick Ho Quotes

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

Work

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

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. - Patrick Ho Quotes

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.

Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern. - Patrick Ho Quotes

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. - Patrick Ho Quotes

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, - Patrick Ho Quotes

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

When sequential growth starts slowing down, that's when savvy investors will have to think about getting out of the chip sector, - Patrick Ho Quotes

When sequential growth starts slowing down, that's when savvy investors will have to think about getting out of the chip sector,

This was a pretty good quarter but people may have set unrealistic expectations. - Patrick Ho Quotes

This was a pretty good quarter but people may have set unrealistic expectations.

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. - Patrick Ho Quotes

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.

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. - Patrick Ho Quotes

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.

Work

I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them. - Patrick Ho Quotes

I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.

People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment, - Patrick Ho Quotes

People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment,

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. - Patrick Ho Quotes

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.

Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary, - Patrick Ho Quotes

Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,

People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment. - Patrick Ho Quotes

People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.

At some point, you have to have a level of absorption. - Patrick Ho Quotes

At some point, you have to have a level of absorption.

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.

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. - Patrick Ho Quotes

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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