May 27, 2020 / 06:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
Good afternoon, everyone. I'm Stacy Rasgon. I'm Bernstein's senior research analyst for the U.S. semiconductor space. (Operator Instructions)
Also working with our partner, Procensus, to do live polling on the presentation after the session ends, a link to the Procensus pole is also on the left of your screen. Again, this will be a live poll with immediate access to results and sentiment on AMAT for those who choose to submit. So do please take the 60 seconds it will take to fill out afterwards.
With the logistics out of the way now, I can't express what an honor it is to have our guests, plural, here today, Gary Dickerson, the President and CEO; and Dan Durn, CFO of Applied Materials. Now the semiconductor capital equipment industry has been enjoying a bit of a renaissance over the last several years. And even given some of the current conditions, I'd say total WFE spend remains very strong compared to prior peak trough behavior. I'd say the much anticipated end of Moore's Law far from reducing
Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
May 27, 2020
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers