23 ordspråk av Patrick Ho

Patrick Ho

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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.

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.

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.

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,

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,

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.

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.

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.

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

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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