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.

275

I have three grown pits, and when they play with my son, they might lick him to death, but they sure ain't hurt nobody.

267

It's been a tough six months.

237

Our record results reflect customers' investments in expanded capacity to meet increasing semiconductor demand and in advanced technologies to provide more powerful, portable and affordable semiconductors.

216

The semiconductor industry continues to show signs of improvement in a healthier global economic environment. As the market for computing, consumer communications and Internet-related products continues to grow, we believe Applied Materials, with our technology leadership and global infrastructure, will have an excellent opportunity to capitalize on this growth.

199

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.

176

We are extremely pleased with our record performance this quarter.

108

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.

100