James Morgan
James Morgan
access capital causing combined continued customers driven excess financing random recent reevaluate spending weakness
The continued weakness in DRAM (dynamic random access memory) prices, driven by excess capacity, combined with recent financing difficulties in Asia, are causing many of our DRAM customers to reevaluate their capital spending plans,
accelerate advanced capacity capital consumer continue customers demand driven driving expect global growth increase increasing spending strong throughout year
Strong global demand for semiconductors is driving our customers to increase and accelerate their year 2000 capital spending for expanded capacity and more advanced technologies, ... We expect increasing demand for semiconductors to continue throughout 2000, driven by the growth of applications in telecommunications Internet-related and consumer products.
capital causing customers deferred due economic larger ongoing order weakness
Due to ongoing economic weakness and geopolitical uncertainties, customers deferred capital expenditures, causing a larger order shortfall than expected,
looks
It looks like at least a six-month slowdown,
customers putting
Our customers are kind of working off their inventories and also are putting in place the newer chips,
applied combined continued customers deliver emerging enable growth industry information materials opportunity promise provides supply transition tremendous
The emerging industry transition to 300 mm wafer processing, combined with continued growth of 200 mm applications, provides a tremendous opportunity for Applied Materials to supply technologies that will enable our customers to deliver on the promise of the Information Age,
believes board endorsed ethics prohibit
The Ethics Board believes that statutes should prohibit this activity. In fact, the Ethics Board has previously endorsed legislation to that effect.
capacity capital continues digital industry investment outlook
The industry outlook continues to be positive, ... There are significant capital investment requirements in 0.18 micron capacity for Internet, communications and digital devices.