Patrick Ho Quotes
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. 
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Entering | Seasonally | Softer | Period | Inventory |
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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
