21 Quotes by Patrick Ho

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

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

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.

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.

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

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

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

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.