Applied Materials Inc at Citi Global Technology Conference Transcript
My name is Atif Malik. I cover equipment and semiconductor stocks here at Citi. It's my pleasure to welcome Dan Durn, CFO, Applied Materials; also Mike Sullivan, VP, Investor Relations. I'm going to kick it off with my questions first and then open the floor to the audience for their questions.
Questions & Answers
Dan, it's been almost 2 years since you joined the Applied Materials team. Would love to get your perspective on how you think Applied Materials is doing financially as well as strategically.
I guess I would say is we're better positioned now than I think this company has ever been, and I look at it on multiple levels. First, from a market opportunity standpoint, the next wave of compute is
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