KLA-Tencor Corp at UBS Global Industrials and Transportation Conference Transcript
We're going to get started. Thank you very much. I'm Tim Arcuri. I'm the semiconductor and semi-equipment analyst and also cover Apple here at UBS. Very pleased to have KLA here with us.
KLA is one of my top ideas in semis. It's my top idea in semi cap sector. We made the case when we launched on KLA a year ago to look at the stock differently and look at the stock as more of an industrial. And the cyclicality in the core semiconductor industry, I think, is going down. I think as a company, you look at this Orbotech deal, I think makes KLA a lot more like an industrial. So I'm very happy to have Rick Wallace here to talk about that. Rick is the Chairman and CEO and President of KLA. And Rick is going to go through a slide deck and maybe have time for question at the end. So thank you, Rick.
Thanks, Tim. Good morning, everyone. As somebody had
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