James Morgan Quotations | Page 2

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.

I think it shows how many agencies United Way is involved with and the breadth of their support for these agencies,

Our industry, I think, is in pretty good shape. There's a big requirement on a global basis to move to the smaller line widths for the next round of chip sets, ... ?But clearly we are seeing up-ticks in Korea, Taiwan, Japan, Europe and the United States.

I think it's a joke, ... I thought this was a free country, and someone is telling me they are going to come destroy a member of my family.

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

Due to ongoing economic weakness and geopolitical uncertainties, customers deferred capital expenditures, causing a larger order shortfall than expected,

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

Uncertainty in the economy is dampening the ramp in our industry and caused our orders to be lower than expected.

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,

The Ethics Board believes that statutes should prohibit this activity. In fact, the Ethics Board has previously endorsed legislation to that effect.