21 Quotes by Patrick Ho

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

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.

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.