May 30, 2019 / 01:05PM GMT
Sreekrishnan Sankarnarayanan - Cowen and Company, LLC, Research Division - MD & Senior Research Analyst
All right. Good morning, everyone. I'm Krish Sankar, the semicap analyst at Cowen. And the next company presenting is Applied Materials, one of the leading semicap equipment companies and very fortunate to have Dan Durn, the CFO; and also Mike Sullivan, the Head of IR and Communications. Thank you very much for your time, and we're going to jump right into Q&A.
Questions and Answers:
Sreekrishnan Sankarnarayanan - Cowen and Company, LLC, Research Division - MD & Senior Research AnalystAnd if any of you have any questions, feel free to raise your hand and then I'll definitely, like, sort it out.
So let me first start out, Dan, you had an earnings call a few weeks ago. The industry reaction is pretty positive. You got to do -- I want to call the bottom, but it definitely seems that things are stabilizing. Your profitability this cycle is off both at the peak and even during this trough period. So kind of curious from your vantage
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