Applied Materials Inc at Wells Fargo TMT Conference (Virtual) Transcript
Great. So I'm Joe Quatrochi, the semi cap analyst here at Wells Fargo. I'm happy to welcome Applied Materials CFO, Dan Durn; as well as Mike Sullivan from IR. I have a list of questions to go through, but if anyone on the webcast would like to ask a question, feel free to e-mail me.
Questions & Answers
So maybe -- Dan, thanks, and Mike, for joining us. Maybe first, walk us through kind of your view in terms of how do you think about the Applied Materials story and maybe what investors are misunderstanding or underappreciating the most. And as you look out at the next 3 to 5 years relative to that and relative to today, what do you see as the biggest opportunities for the company?
Sure. Thanks Joe, and I really appreciate the opportunity to join you and others in
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