Patrick Ho Chi-ping GBS JP (born 24 July 1949 in Hong Kong) is a Hong Kong ophthalmologist turned politician. (wikipedia)
I'm not surprised that there is a sell-off but I'm a little surprised at the magnitude of the sell-off.
I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.
Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,
If Intel guides up at all, it's a huge positive,
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.
People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.
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.
Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
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.
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.
