Applied Materials Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) Transcript
Hello, everyone. This is Vivek Arya from Bank of America Securities Semiconductor team. Really honored and delighted to have Dan Durn, Senior Vice President and the Chief Financial Officer of Applied Materials, join us this morning. What I was hoping to do was really dive into some Q&A. And if along the way, if you have any questions, please use that Veracast window that you have in front of you to e-mail me any questions. But with that, welcome, Dan, really glad to have you at our conference.
I appreciate it. It's great to be with you this morning.
Questions & Answers
Right. So Dan, let's just dive into it. If you could just give us a quick State of the Union, you guys reported very strong results recently, but just the whole, I think, supply and demand dynamic in the market has been very turbulent because of all the
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