Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
Everybody, welcome back. I'm Joe Moore from the Morgan Stanley Semiconductor analysts. Very happy to have with us today the CFO of Lam Research, Doug Bettinger. I think -- I'm supposed to read this first for important disclosures, please see the Morgan Stanley disclosure website at morganstanley.com/research disclosures. If you have questions, please reach out to your Morgan Stanley sales rep. And then, Doug, I think you have a safe harbor as well.
And I should remind you that I may make some forward-looking statements, please take a look at our disclosure here up on the screen and have a look at it on our website. And with that, Joe, why don't we jump into it?
Questions & Answers
Sure. That would be great. So Doug, maybe you could just talk about the general environment. I think
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