Lam Research (LRCX)
Q4 2012 Earnings Call
July 25, 2012 5:00 pm ET
Shanye Hudson - Director of Investor Relations
Ernest E. Maddock - Chief Financial Officer, Principal Accounting Officer, Senior Vice President and Head of Silfex Incorporated
Martin B. Anstice - Chief Executive Officer, President and Director
Carol Raeburn - Senior Director of Investor Relations
Christopher J. Muse - Barclays Capital, Research Division
Terence R. Whalen - Citigroup Inc, Research Division
Satya Kumar - Crédit Suisse AG, Research Division
Vishal Shah - Deutsche Bank AG, Research Division
James Covello - Goldman Sachs Group Inc., Research Division
Christopher Blansett - JP Morgan Chase & Co, Research Division
Edwin Mok - Needham & Company, LLC, Research Division
Patrick J. Ho - Stifel, Nicolaus & Co., Inc., Research Division
Stephen Chin - UBS Investment Bank, Research Division
Krish Sankar - BofA Merrill Lynch, Research Division
Benedict Pang - Caris & Company, Inc., Research Division
Weston Twigg - Pacific Crest Securities, Inc., Research Division
Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to the Lam Research Corporation June 2012 Quarterly Results Conference Call. [Operator Instructions] I would now like to turn the conference over to Shanye Hudson, Director of Investor Relations.
Please go ahead.
Thank you, Douglas. Good afternoon, everyone, and welcome to Lam Research Corporation's quarterly conference call. With me today are Martin Anstice, President and Chief Executive Officer; and Ernie Maddock, Senior Vice President and Chief Financial Officer. Shortly, Ernie will discuss financial results for the June 2012 quarter and outline some of the impacts associated with our Novellus acquisition. Martin will then share Lam's business outlook for the September 2012 quarter and combined company guidance before opening up the call for Q&A.