Applied Materials Inc (WBO:AMAT)

€ 174.24 6.64 (3.96%) Market Cap: 143.30 Bil Enterprise Value: 140.25 Bil PE Ratio: 21.29 PB Ratio: 7.95 GF Score: 97/100

Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference (Virtual) Transcript

Jun 02, 2021 / 08:30PM GMT

Release Date Price: €114.16 (+1.40%)

Transcript 10-Q

Stacy Aaron Rasgon

Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good afternoon, everyone. I'm Stacy Rasgon, I'm Bernstein's senior research analyst covering our U.S. semiconductors and now our U.S. semiconductor capital equipment. And I can't express what an honor it is to have our guest here today, Gary Dickerson, the President and CEO of Applied Materials.

Before we get started, I do want to mention a few -- we have about 50 minutes of for our session today. If you have questions that you'd like to ask, you should have a link to our Pigeonhole forum on your screen. You can submit them there. We'll have time for that Q&A at the end.

Now if I'm just to start out today about Applied Materials, if I put the stocks aside for a minute, I want to say I love semi cap. This is an industry -- as an industry at least, that's near and dear to my heart. Many of you know that my background long-ago comes out of equipment. In some alternate time line, I've probably got a doppelganger working in the industry someplace. And I remain continually humbled by the

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