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Dell Technologies Inc. (DELL) Management Presents at Credit Suisse 24th Annual Technology Virtual Conference – Earnings Call Transcript

[email protected]_84 December 4, 2020

Dell Technologies Inc. (NYSE:DELL) Credit Suisse 24th Annual Technology Virtual Conference December 3, 2020 3:00 PM ET

Company Participants

Jeff Clarke – Vice Chairman & COO

Conference Call Participants

Matt Cabral – IT Hardware, Credit Suisse.

Matt Cabral

All right. I think we’re going to go ahead and get started. I’m Matt Cabral. I cover IT Hardware here at Credit Suisse. And we’re very pleased to have Dell here with us. We have Jeff Clarke, who is COO and Vice Chairman of Dell. So Jeff thanks for getting out some time and joining us.

Jeff Clarke

My pleasure. Glad to be here. Thanks for having me.

Matt Cabral

So two quick house-keeping items before we start the first for those of you who’s been following along. I’m sure you are familiar, we’re not taking live Q&A but I am available over emails or if there’s anything you want me to

technology

Two men have taken credit for removing the mysterious Utah monolith

[email protected]_84 December 3, 2020

monolithaerobureau — It was there… but now it’s gone.

Utah Department of Public Safety Aero Bureau

Last week the internet went crazy when a strange 2001: A Space Odyssey-esque monolith was spotted in the Utah desert. Then, as mysteriously as it showed up, the strange metal object disappeared.

The state’s Bureau of Land Management “did not remove the structure, which is considered private property,” read a BLM statement posted on Facebook.

We now know who did.

Michael James Newlands, a friend of adventure photographer Ross Bernards, used a smartphone to snap this photo of the monolith being disassembled on Friday night.

Michael James Newlands

Colorado adventure photographer Ross Bernards was visiting the structure on Friday night when, he said, he saw four men arrive and dismantle it. He documented the structure’s presence, and then its absence, on Instagram. He also shared images snapped by a friend of the men taking it

definition of technology

Lam Research Corporation (LRCX) Tim Archer Presents at Credit Suisse 24th Annual Technology Virtual Conference (Transcript)

[email protected]_84 December 1, 2020

Lam Research Corporation (NASDAQ:LRCX) Credit Suisse 24th Annual Technology Virtual Conference December 1, 2020 10:50 AM ET

Company Participants

Tim Archer – President & CEO

Conference Call Participants

John Holland – Lam Research Corporation, Etch

Question-and-Answer Session

Q – John Holland

Great. Why don’t we go ahead and get started. I’d like to welcome everyone to the fireside chat. It’s my pleasure this morning to introduce Tim Archer, the Chief Executive Officer of Lam Research. We have about 30 minutes in this session to go through Q&A. I’ll kick things off. If you have any questions from the audience, please feel free to email them to me and I’ll to incorporate them in.

But with that Tim, I want to first thank you for participating again at this year’s conference. I wish it wasn’t virtual and that we were in the desert but such is life in 2020. I always

technology current events

Corning to Provide Financial Update at Credit Suisse Annual Technology Conference

[email protected]_84 December 1, 2020

CORNING, NY, Nov. 30, 2020 (GLOBE NEWSWIRE) — At today’s Credit Suisse Annual Technology Conference, Corning Incorporated (NYSE: GLW) Chief Strategy Officer Dr. Jeffrey Evenson will provide investors with an update about the company’s expected financial performance in the fourth quarter of 2020.

Highlights of Dr. Evenson’s remarks will include:

Fourth-quarter sales are expected to grow 5% to 8% sequentially

Operating margin is expected to grow at approximately double the rate of sales sequentially

Dr. Evenson will tell conference attendees, “Despite a challenging macro environment, we continue to perform well and deliver meaningful accomplishments across the company. The relevance of our capabilities and our relationships with industry leaders are creating new opportunities for us to support customers with more Corning content. We are generating top- and bottom-line growth in multiple businesses and our strategic investments are paying off. Overall, our performance demonstrates the strength of Corning’s portfolio and our ability

latest technology

Overstock to Participate in Credit Suisse 24th Annual Technology Conference

[email protected]_84 December 1, 2020

SALT LAKE CITY, Nov. 30, 2020 (GLOBE NEWSWIRE) — Overstock.com, Inc. (NASDAQ:OSTK), a leading e-commerce home furnishings retailer and advocate of blockchain technology, announced its participation in the Credit Suisse 24th Annual Technology Conference. Jonathan Johnson, Chief Executive Officer, and Adrianne Lee, Chief Financial Officer, will participate in investor meetings and a fireside chat hosted by Credit Suisse.

“We look forward to continuing our dialogue with investors this week and thank Credit Suisse for inviting and hosting us,” said Johnson. “We appreciate the interest from the investment community and the opportunity to continue communicating our story.”

The conference in which Overstock will participate will be hosted virtually and webcast to registered attendees on Wednesday, December 2.

About Overstock
Overstock.com, Inc CommonStock(NASDAQ:OSTK) / Series A-1 Preferred Stock (tZEROATS:OSTKO) / Series B PreferredStock(OTCQX:OSTBP) is an online retailer and technology company based in Salt Lake City, Utah.

modern technology

Fastly, Inc. (FSLY) Presents at Credit Suisse 24th Annual Technology Conference (Transcript)

[email protected]_84 November 30, 2020

Fastly, Inc. (NYSE:FSLY) Credit Suisse 24th Annual Technology Conference Call November 30, 2020 12:20 PM ET

Company Participants

Joshua Bixby – CEO

Adriel Lares – CFO

Conference Call Participants

Brad Zelnick – Credit Suisse

Brad Zelnick

Okay. Welcome back, everybody. I think we are now live. It says live. All right, great. So, I’m Brad Zelnick, once again with the software team here at Credit Suisse. And for this session, we are delighted to be joined by the folks from Fastly. With us today we’ve got Joshua Bixby, CEO; and Adriel Lares, CFO of the Company. And thank you guys, really appreciate you making the time.

Joshua Bixby

It’s a pleasure to be here. Thanks, Brad.

Brad Zelnick

Awesome. Maybe just for a quick intro, Joshua, many listening in today, like we know Fastly. But for those that are less familiar, can you spend just a couple of minutes talking

emerging technology

Blackstone Announces Agreement to Acquire DCI, a Pioneer in Technology-driven, Quantitative Credit Investing – Press Release

[email protected]_84 November 30, 2020

NEW YORK–(Business Wire)–Blackstone (NYSE:BX) today announced that it has agreed to acquire DCI, a pioneer in quantitative credit investing with approximately $7.5 billion in AUM across the global investment grade, high yield and emerging corporate credit markets. The firm, based in San Francisco, applies a proprietary, fundamental-based, technology-driven model to deliver differentiated returns to clients. DCI is led by a team of seasoned professionals who are recognized experts in quantitative and systematic fixed income research.

DCI will become part of Blackstone Credit, a global leader in private lending, syndicated leveraged loans and collateralized loan obligations. The transaction will broaden Blackstone Credit’s capabilities in high yield and investment grade, enable the integration of DCI’s models and technology across the combined Blackstone Credit and DCI platforms and increase access to investors via a UCITs platform. DCI’s investment process will benefit from Blackstone’s resources, scale and deep relationships across global financial markets.

Dwight

smartphone

Protect your credit cards with Apple Pay and Google Pay

[email protected]_84 November 30, 2020

Ken Colburn, Special for The Republic
Published 6:00 a.m. MT Nov. 30, 2020

QUESTION: Are the smartphone-based payment systems safe to use?

ANSWER: The holiday season means more items being purchased both online and offline and how you pay for those items isn’t as simple as it used to be.

Credit cards are still the safest way to make purchases, especially online because they provide the best protection and don’t impact your checking account balance like a debit card can if it’s compromised.

The downside to using the same credit card everywhere is that it increases the chances of it being compromised and used for fraudulent transactions, which can be a huge hassle this time of year.

Protecting Your Credit Card Number

Preventing merchants from actually knowing what your credit card number is through a tokenized purchase

technology

India Credit Downgrades Abate on Signs Economy Bouncing Back

[email protected]_84 November 27, 2020

(Bloomberg) — The pace of credit-rating cuts for Indian companies has slowed to the lowest since before the pandemic amid signs the local economy is coming out of its worst-ever contraction.

There have been about three downgrades for every upgrade of rupee debt since Oct. 1, the lowest since the last three months of 2019, according to data from India’s four biggest rating firms compiled by Bloomberg. That compares with a ratio of more than four to one in favor of cuts for the previous quarter, and a record 11 to one in the April-to-June period.

Economic data suggests that Asia’s third-biggest economy is recovering, albeit unevenly, after it shrank a record 24% in the three months to June 30. A slower pace of downgrades may open the door to funding for weaker borrowers in India.

That’s as a record 1.38 trillion rupees ($19 billion) of bond

latest technology

China Tech Companies To Remain ‘Very Much A Growth Play’ Even Post-COVID-19, Says Credit Suisse

[email protected]_84 November 25, 2020

Credit Suisse Group AG (NYSE: CS) expressed an optimistic view of Chinese tech stocks’ growth potential over the next year. The forecast also factors in the recently imposed stringent anti-monopoly laws by the Chinese regulatory authorities, CNBC reports.

The Swiss bank predicts that China will grow by 2.2% in 2020, followed by 7.1% in 2021.

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What Happened: People’s Republic of China is one of the select few countries poised to record a positive GDP in 2020 – an outcome of its efforts to keep the pandemic in check.

CNBC quoted a comment from Credit Suisse’s 2021 outlook, which said that Chinese markets offer “high rates of growth at still attractive valuations.”

While lockdowns have beaten down offline players and brick and mortar stores, tech companies gain more market share.

Last week, there were reports that Chinese e-tailer Pinduoduo Inc (NASDAQ: PDD) announced it

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Tag: Credit

Dell Technologies Inc. (DELL) Management Presents at Credit Suisse 24th Annual Technology Virtual Conference – Earnings Call Transcript

Two men have taken credit for removing the mysterious Utah monolith

Lam Research Corporation (LRCX) Tim Archer Presents at Credit Suisse 24th Annual Technology Virtual Conference (Transcript)

Corning to Provide Financial Update at Credit Suisse Annual Technology Conference

Overstock to Participate in Credit Suisse 24th Annual Technology Conference

Fastly, Inc. (FSLY) Presents at Credit Suisse 24th Annual Technology Conference (Transcript)

Blackstone Announces Agreement to Acquire DCI, a Pioneer in Technology-driven, Quantitative Credit Investing – Press Release

Protect your credit cards with Apple Pay and Google Pay

Protecting Your Credit Card Number

India Credit Downgrades Abate on Signs Economy Bouncing Back

China Tech Companies To Remain ‘Very Much A Growth Play’ Even Post-COVID-19, Says Credit Suisse