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...
good people quarter
This was a pretty good quarter but people may have set unrealistic expectations.
figure people trying
We are in a pause. People are still trying to figure out where we are in this cycle.
change confusing june normal people secular type
People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.
hearing holiday impact intel interested likely overall people says school sets state tech trends whatever
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.
flash intel last memory placed pressure price prices raised
Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,
level
At some point, you have to have a level of absorption.
concerned separate stock strong
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.
december entering inventory level september softer worse
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,
chain improved margin operations reasons supply suspect within
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.
companies deal easily intel looks lost small
Typically Intel looks for small companies that it can easily assimilate, and if the deal doesn't work, it would just get lost in the shuffle.
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.
athletes awards extend heartfelt thrilled winning
I am thrilled by our athletes continuously winning awards and would like to extend my heartfelt congratulations to them.
bit inventory obviously whenever
Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
guides huge intel
If Intel guides up at all, it's a huge positive,