Question-and-Answer Session
Thank you. [Operator Instructions].
The first question will come from Satya Kumar with Credit Suisse.
Satya Kumar - Credit Suisse
Hi. This is Visva Luis [ph] for Satya Kumar. Just one quick question on? do you see any stabilization in the push out in the memory segment particularly in DRAM and are we anywhere closer near to the bottom in orders?
Richard S. Hill - Chairman of the Board and Chief Executive Officer
I think that, from a standpoint of DRAM, you can classify customers into two categories. Those that will continue to spend and have the cash flow in order to support that spending and they are continuing to do so as we anticipated. And due to liquidity crisis and over capacity in some areas that expansion of capacity is completely dried up. So, it’s very, very bifurcated. Thank you.
Unidentified Analyst
Okay. Thank you.
Operator
And our next question will come from Brett Hodess with Merrill Lynch.
Brett Hodess - Merrill Lynch
Rick, two things. On the expense reduction to the trying to get OpEx to about $110 million, can you clarify the timing of when you expect to be seeing that on a full quarterly basis and if you start to see a recovery in revenues in the second half would you stay in that operating expense range for a while before you needed to add additional?
Richard S. Hill - Chairman of the Board and Chief Executive Officer
Well, we're working hard to drive down our operating expenses, as I had said, to the $110 million level with a target to exit the second quarter. Our plan would be to maintain that level even as orders and shipments and revenues began to expand and we would try to then very carefully control operating expenses such that we continue to have a much lower breakeven than we have in the past.
Brett Hodess - Merrill Lynch
And just a quick follow-on. Rick, can you comment on when you are looking at the delayed customers in your two groups, one that are spending and not spending. Do you think the ones that aren’t spending and some of those obviously fall into the trench capacitor group, are they at risk of falling far enough behind that you’ll finally, do you think see some consolidation or do you think they will be able to come back at some point?
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