Lam Research Management Discusses Q4 2012 Results - Earnings Call Transcript

Lam Research (LRCX)

Q4 2012 Earnings Call

July 25, 2012 5:00 pm ET

Executives

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

Analysts

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

Presentation

Operator

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.

Shanye Hudson

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.

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