People are interested in hearing what back to school trends are occurring because that sets up the holiday season. Whatever Intel says is likely to have a big impact on the state of overall tech demand.
More Quotes from Patrick Ho:
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.Patrick Ho
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.
Patrick Ho
A lot of the negative news was baked in to the stock already.
Patrick Ho
When sequential growth starts slowing down, that's when savvy investors will have to think about getting out of the chip sector,
Patrick Ho
People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment,
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
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