People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment,
More Quotes from Patrick Ho:
A lot of the negative news was baked in to the stock already.Patrick Ho
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
Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
Patrick Ho
Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,
Patrick Ho
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
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
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