May 28, 2020 / 03:50PM GMT
Krish Sankar - Cowen and Company, LLC, Research Division - MD & Senior Research Analyst
Good morning and good afternoon, everyone. This is Krish Sankar from Cowen, the semicap equipment analyst. And the next company joining us is Applied Materials, and we are very fortunate enough to have Dan Durn, the CFO; and also Mike Sullivan, Head of IR. Thanks a lot, Dan. Thanks for your time, really appreciate it. And nice to virtually meet you.
Daniel J. Durn - Applied Materials, Inc. - Senior VP & CFO
Good seeing you, Krish.
Questions and Answers:
Krish Sankar - Cowen and Company, LLC, Research Division - MD & Senior Research AnalystSo let me just start, jump into Q&A. And Dan, I know with Applied, there are a lot of interesting things to talk about. So forgive me for this, I'm going to start with something topical, which is the commerce department ruling. And while I understand that a lot of unknowns and political outcomes are difficult to handicap, it looks like investors are concerned about the 2
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