Applied Materials Inc at Credit Suisse Technology Conference (Virtual) Transcript
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Good afternoon. Why don't we go ahead and get started? It's my pleasure to actually introduce the first lunch keynote at this year's Credit Suisse technology conference. It's my distinct pleasure to introduce Gary Dickerson, President and CEO of Applied Materials. Gary, as I mentioned earlier, wish we were in person, but under the circumstances, virtual is better than nothing, and there's always next year in Scottsdale.
But I wanted to first kind of thank you for participating and supporting this year's conference. We've got a fireside chat opportunity for about the next 40 minutes. If anyone in the audience has questions, please feel free to e-mail them to me, and I'll try to work them in to my prepared comments.
But Gary, I really wanted to try to break down this session into 3 different areas: first, talk a little bit about kind of industry drivers; secondly, talk a little bit about Applied-specific drivers; but I really want to
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