Patrick Ho Quotes

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.

- Patrick Ho

Tags

Separate | Fundamentals | Stock | Price | Strong |

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We suspect that initiatives within its manufacturing operations and a more streamlined supply chain are just part of the reasons for the improved margin profile. - Patrick Ho

This was a pretty good quarter but people may have set unrealistic expectations. - 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