Applied Materials Inc (NAS:AMAT)

$ 209.73 3.4 (1.65%) Market Cap: 174.26 Bil Enterprise Value: 172.76 Bil PE Ratio: 24.67 PB Ratio: 10.00 GF Score: 86/100

Applied Materials Inc at UBS Global TMT Conference Transcript

Dec 09, 2019 / 04:30PM GMT

Release Date Price: $56.6

Transcript 10-K

Timothy Michael Arcuri

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

I think we're going to get started. Thank you. I'm Tim Arcuri. I'm the semiconductor and the semi equipment analyst here at UBS. And we're very happy to have Applied Materials with us. Happy to have Dan Durn, who is the CFO; and happy to have Mike Sullivan, who is the VP of Investor Relations. Thank you both.

Daniel J. Durn

Applied Materials, Inc. - Senior VP & CFO

Yes. Thanks, Tim.

Michael Sullivan

Applied Materials, Inc. - VP of IR

Thanks.

Questions & Answers

Timothy Michael Arcuri

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

So first, I just wanted to go through maybe what we've seen during the last 6 months. And particularly, talk just a little bit about the divergence we've seen. Memory is still pretty soft, and foundry logic has actually improved a lot during the last 6

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