Applied Materials Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Feb 27, 2019

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Feb 26, 2019 / 07:00PM GMT
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

Great. Thank you. I'm Joe Moore. I'm happy to be here with Dan Durn, the Chief Financial Officer of Applied Materials; and Mike Sullivan, who runs Investor Relations.

I do have to read this. I know you guys are familiar with our safe harbor, but please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures (sic) [www.morganstanley.com/disclosures] or at the registration desk.

So with that out of the way, thanks, guys, for coming. I really appreciate it.

Questions and Answers:

Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

Maybe we'll just start with a little bit of an overview. You've talked about the end market

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