KLA Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript
Welcome back, everybody. Again, I'm Joe Moore. Happy to have with us today the management team of KLA, Rick Wallace and Bren Higgins. Thanks, guys.
Thanks for having us, Joe.
Questions & Answers
So maybe we could just start out with a big-picture look at this. I guess this time last year, I thought we'd be looking at WFE last year of like mid-60s, ended up more like mid-80s. Now we're talking about $100 billion. One of your competitors at this conference last year actually sort of threw out a $100 billion WFE number. And it was so contentious that they kind of walked it back and then here we are a year later, that's the number. So maybe just talk about are you guys surprised at how strong that is? And how sustainable do you think that $100 billion level is?
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
