Patrick Ho
Patrick Ho
Patrick Ho Chi-ping JPwas born in Hong Kong, studied in the Diocesan Boys' School, Hong Kong. He won a scholarship and educated in USA for 16 years. He is an ophthalmologist, and Hong Kong's former Secretary for Home Affairs, who trained in eye surgery with special expertise in retinal surgery, he was a fellow at Harvard Medical School. He returned to Hong Kong in 1984 and taught eye surgery at the Chinese University of Hong Kong as Professor of Ophthalmology...
continue growth industry less prospects stock strong
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.
magnitude surprised
I'm not surprised that there is a sell-off but I'm a little surprised at the magnitude of the sell-off.
buying chips confidence demand edge environment gives healthier leading makers nobody pcs
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.
chip cycle excuses guess investors looking mid plateau until
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.
baked negative news stock
A lot of the negative news was baked in to the stock already.
guides huge intel
If Intel guides up at all, it's a huge positive,
chip downside drop dumped gets havoc inventory pickup prices somewhat stocks testing
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.
chip growth investors savvy slowing starts
When sequential growth starts slowing down, that's when savvy investors will have to think about getting out of the chip sector,