Applied Materials Inc at Bank of America Global Technology Conference (Virtual) Transcript
Hello, everyone. Thanks for joining us back for the session. I'm really delighted to have the management team from Applied Materials joining us this afternoon, Dan Durn, the Chief Financial Officer; and Mike Sullivan, the Head of Investor Relations. I'm really delighted to have them both.
And Dan, I thought maybe just to kind of bring everyone on the same page, give us a state of the union. What are the top 2 or 3 things that you're finding the most interesting and exciting right now? And what are the few headwinds that you're keeping your eyes on?
Sure. Thanks for that. We appreciate the opportunity to participate. So thank you for inviting us.
As we take a look at the industry, I can't think of a time that this industry was better set up for the opportunity and the road ahead. We've got demand drivers that are diversifying in a very significant way as part of the data economy cut in -- cutting in. And these strong growth
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