Applied Materials Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript
All right. Thanks for joining. I'm Blayne Curtis, semiconductor and semi cap equipment analyst at Barclays.
Very happy to have Applied Materials as our next presenter. From the company, we have Dan Durn, CFO.
Dan, welcome.
Questions & Answers
So I always like to start off with a very high-level question. And I think we were just in the breakout room joking about how everybody is kind of waiting for cyclicality. And I think it's inherent in our nature of being in these markets to kind of wait for that turn down. Things so far for the conference have been very good across the board.
I wanted to ask you a long-term question on the TAM. I think this year, everybody was waiting for that downturn. It can't possibly be that strong. Clearly, that hasn't come. We'll get into next year. But I'm kind of just curious how you think about
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