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,
More Quotes from Patrick Ho:
A lot of the negative news was baked in to the stock already.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
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.
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
Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
Patrick Ho
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Our virtues are most frequently but vices disguised.
Juvenal
Language operates between literal and metaphorical signification.
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