Lam Research Corporation (NASDAQ:LRCX) UBS Global Technology and AI Conference December 3, 2024 4:15 PM ET
Company Participants
Doug Bettinger – Executive Vice President and Chief Financial Officer
Conference Call Participants
Tim Arcuri – UBS
Tim Arcuri
Okay, hello, I’m Tim Arcuri. I’m the semiconductor analyst here at UBS.
Doug Bettinger
Listen, I have no idea who Forrest Norod [ph] is, but that’s not me.
Tim Arcuri
That is not Doug Bettinger. This is Doug Bettinger. He’s the CFO of Lam Research. Forrest is with AMD.
Doug Bettinger
So we, so we confused it. Anyway, I’m not Forrest, I’m Doug.
Tim Arcuri
We got that a little bit confused. So anyway, I think you have a…
Doug Bettinger
I do. I have a quick Safe Harbor that I don’t know if we have a slide. I hope we do. You put it up real quick. Anyway, I encourage you to go to our website, have a look at it. I don’t plan to say anything new. I don’t plan to change any forward-looking statements. But in case Tim asks some crazy thing, this cautionary statement kind of gives me a little air cover for that. So have a look at that and Tim, let’s just jump into it.
Tim Arcuri
Great. Okay, Doug, so let’s talk about the 200 and some pages that got dropped yesterday. The export controls. You already said, hey, listen, it doesn’t impact our current quarter. Guidance is the guide up. So I don’t know if there’s anything else you wanted to say about that.
Doug Bettinger
No, nothing really new. Largely what came out was what we expected for the most part. Right? And so we actually issued a press release yesterday before we showed up here because I knew I was going to be talking to people, I wanted
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