37 ordspråk av James Morgan

James Morgan

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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,

Our business environment changed dramatically around us in the course of just a few weeks.

Our customers are working off their inventories,

Our customers are kind of working off their inventories and also are putting in place the newer chips,

What is important for Applied Materials is to prepare for change and focus on building a great global growth company.

We met the targets we set at the beginning of the quarter, ... So, in that respect, the quarter was a success.

Unfortunately, the continuing downturn requires us to make some tough decisions to align our operations with current levels of demand for semiconductor equipment,

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,

We are extremely pleased with our record performance this quarter. We believe the market for semiconductor equipment may double over the next five years.

Our customers are kind of working off their inventories and also are putting in place the newer chips. We're seeing a lot of pressure on our customers to make that investment (in new technology) but we haven't seen them make that effort yet.

The underlying trend for our industry over the next decade should be very strong, ... What we've seen over the past couple of quarters is that the bookings have been picking up and the [trends] taking place in our industry should bode well for the growth of the industry.

The industry outlook continues to be positive, ... There are significant capital investment requirements in 0.18 micron capacity for Internet, communications and digital devices.

Since the beginning of January, a number of our customers have been revising the timing of their capital spending and rescheduling or canceling existing backlog, resulting in the postponement in delivery of equipment, ... Therefore, we expect orders and revenue to be below our original targets.

It looks like at least a six-month slowdown,

This downturn is, in my recollection, the steepest and the sharpest cutback in equipment spending we've seen, ... I believe we're now in the bottom of this cycle, and are waiting for the tipping point to recover.

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