(37 quotes found)
“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.”
James Morgan
“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.”
“We would be naïve to think that we can predict the timing of the upturn,”
“Uncertainty in the economy is dampening the ramp in our industry and caused our orders to be lower than expected,”
“Due to ongoing economic weakness and geopolitical uncertainties, customers deferred capital expenditures, causing a larger order shortfall than expected,”
“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.”
