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 PresentationOperator
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.