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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. - Patrick Ho

Tags

Separate | Fundamentals | Stock | Price | Strong |

Random

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

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