James Morgan
James Morgan
advanced balance cautious chip continue develop economy global impact invest process remain weakness
Semiconductor manufacturers remain cautious but continue to invest in advanced technologies, as they balance their need to develop the most advanced process capabilities with the uncertainties in the global economy and the impact of near-term weakness in chip demand,
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.
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,
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,
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.
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,
customers putting
Our customers are kind of working off their inventories and also are putting in place the newer chips,
believe double equipment extremely five market next performance pleased record
We are extremely pleased with our record performance this quarter. We believe the market for semiconductor equipment may double over the next five years.
extremely performance pleased record
We are extremely pleased with our record performance this quarter,
banning family loving
Most of these (pit bulls) you are banning (are) loving family pets.
applied building change focus global great growth materials prepare
What is important for Applied Materials is to prepare for change and focus on building a great global growth company.
caused economy industry lower orders ramp
Uncertainty in the economy is dampening the ramp in our industry and caused our orders to be lower than expected.
agency associated business invite official organize prohibit restrict seem sponsor state wisconsin
While it may seem objectionable to some that a state official would organize and sponsor a fundraiser, and invite to that fundraiser individuals who do business with the state agency with which the official is associated Wisconsin statutes do not prohibit or restrict those practices.
looks
It looks like at least a six-month slowdown,