Applied Materials Inc at Cowen TMT Conference (Virtual) Transcript
All right. Good morning, everyone. I'm Krish Sankar, the semi cap equipment analyst at Cowen. Thank you all for joining. The company presenting next is Applied Materials, and we are very fortunate enough to have Dan Durn, the CFO, of Applied here. Thank you very much, Dan, for joining.
And as always for the audience, members, there is a dashboard, you can always send in any questions you want, then I can ask them to Dan.
Questions & Answers
Okay so, let me start it out by having some questions for you, Dan. And clearly, you had a very strong earnings conference call recently a couple of weeks ago. You sounded very bullish on the second half demand and also into next year. And so -- and within that, it seems like into the second half of this year, you were more lukewarm on NAND while being more bullish on DRAM, foundry and logic. Is that still the case? And do you
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