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...Toby Courtauld Great Portland Estates PLC - Chief Executive Nick Sanderson Great Portland Estates PLC - Finance Director Neil Thompson Great Portland Estates PLC - Portfolio Director...

...Bob Koort - Goldman Sachs & Co. - Analyst All right. Good morning everybody.Thanks for coming out. I'm Bob Koort. I run the Chemicals Research effort here. My team over here Brian McGuire and as well. And if you don't have in the handouts for this presentation the rest of today are out in the hallway. And as usual rather than spend all the time introducing the speaker and his wonderful background, let me just say, Dr. Rob Fraley is the Executive Vice President and CTO for Monsanto. Rob? Rob Fraley - Monsanto Company - EVP and CTO Bob, thanks. Great to be here this morning. I'm going to start the conversation. There's always two things that you want to hear about and I like to talk about. First is, how is the year shaping up. And second is what's new and exciting in the pipeline that's going to continue to grow our business. So I'm going to start with the year and I'll do that with the caveat that we're almost at the end of our quarter. So I can't do a deep dive. But we will have a specific...

...Wendy Nicholson - Citigroup - Analyst For those of you who don't know me, I'm Wendy Nicholson. I am the household products analyst at Citigroup. It's my pleasure to introduce P&G this morning. We have got four folks from the company here, Jon Moeller, CFO; Teri List, Treasurer; John Chevalier and Katie Kool, from Investor Relations. With that, I will turn it over to Jon. Jon Moeller - The Procter & Gamble Company - CFO Thanks,Wendy, and good morning, everyone. I want to talk this morning about our commitment to win on both the top and bottom line delivering total shareholder return in the top third of our peer group and the willingness to bring even sharper focus of our resources on what's required to do this. I will briefly and objectively review our performance this fiscal year, answer some prevalent questions, and then discuss how we are approaching next fiscal year. Our first priority this fiscal year was to continue to deliver solid sales growth momentum. We have made good progress,...

...Angela Ahrendts Burberry Group plc - CEO Stacey Cartwright Burberry Group plc - EVP and CFO Reg Sindall Burberry Group plc - EVP, Corporate Resources...

...Joe Thomas HSBC Global Research - Analyst Edward Stanford Oriel Securities - Analyst Mark Manduca BofA Merrill Lynch International - Analyst Damian Brewer RBC Capital Markets - Analyst Peter Hyde Liberum Capital - Analyst Alex Brignall UBS - Analyst Eleanor Price Insight Investment - Analyst Paul Hickman Peel Hunt - Analyst Jaime Rowbotham Morgan Stanley - Analyst Gerald Khoo Espirito Santo Investment Bank - Analyst...

...Kevin Jones Hormel Foods Corporation - Director, IR Jeff Ettinger Hormel Foods Corporation - Chairman, President and CEO Jody Feragen Hormel Foods Corporation - EVP and CFO...

...Judy Meehan American Eagle Outfitters, Inc. - VP IR Robert Hanson American Eagle Outfitters, Inc. - CEO Roger Markfield American Eagle Outfitters, Inc - Executive Creative Director Scott Hurd American Eagle Outfitters, Inc. - Controller...

...Mark Gallenberger LTX-Credence Corporation - VP, CFO and Treasurer Dave Tacelli LTX-Credence Corporation - CEO and President...

...Kevin Jones Hormel Foods Corporation - Director, IR Jeff Ettinger Hormel Foods Corporation - Chairman, President and CEO Jody Feragen Hormel Foods Corporation - EVP and CFO...

...Brian Bickell Shaftesbury plc - Chief Executive Chris Ward Shaftesbury Plc - Financial Director Simon Quayle Shaftesbury plc - Property Director Tom Welton Shaftesbury plc - Property Director, Covent Garden, including Longmartin, Chinatown...

...John Wookey Salesforce.com - EVP Graham Smith Salesforce.com - CFO Marcel LeBrun Salesforce.com - CEO, Radian#...

...Judy Meehan American Eagle Outfitters, Inc. - VP IR Robert Hanson American Eagle Outfitters, Inc. - CEO Roger Markfield American Eagle Outfitters, Inc - Executive Creative Director Scott Hurd American Eagle Outfitters, Inc. - Controller...

...Rob Fink KCSA Strategic Communications - IR Erez Antebi Gilat Satellite Networks Ltd. - CEO Yaniv Reinhold Gilat Satellite Networks Ltd. - CFO...

...Roxane Barry Zale Corporation - Director IR Theo Killion Zale Corporation - CEO Tom Haubenstricker Zale Corporation - SVP, CFO Matt Appel Zale Corporation - Chief Administrative Officer...

...Mark Gallenberger LTX-Credence Corporation - VP, CFO and Treasurer Dave Tacelli LTX-Credence Corporation - CEO and President...

...in retail format.This year we plan to continue to build on our successes from our initiatives in fiscal #### and continue to improve on our comparable store sales and operating performance in the coming year. Our key initiatives for fiscal #### include continuing to gain market share in appliances, stabilizing the profitability of our video business, continuing to develop computing and mobile phone category, and adding significant functionality to our web business, and improving our store productivity. The first of these priorities is to continue to grow our appliance market share, building on last year's successes. In the most recent quarter, the appliance industry was down high single digits while our comparable store sales were up over #%. While this clearly demonstrates that we have gained significant market share, we believe we have further opportunities to become a more meaningful leader in the appliance industry and ensure that we are the must-shop appliance retailer. Though hhgregg...

...Jeff Klinefelter Piper Jaffray & Co. - Analyst Scott Krasik BB&T Capital Markets - Analyst Sam Poser Sterne, Agee & Leach - Analyst Mark Montagna Avondale Partners - Analyst Steve Marotta C.L. King & Associates - Analyst Jill Caruthers Johnson Rice & Co. - Analyst Chris Svezia Susquehanna Financial Group - Analyst Robin Murchison SunTrust Robinson Humphrey - Analyst...

...Mr. Laurans Mendelson HEICO Corporation - Chairman, CEO Mr. Victor Mendelson HEICO Corporation - Co-President, President, Electronic Technologies Group Mr. Eric Mendelson HEICO Corporation - Co-President, President, Flight Support Group Tom Irwin HEICO Corporation - EVP and CFO...

...Matt Pudlowski Ralcorp Holdings Inc - Director of Business Development Kevin Hunt Ralcorp Holdings Inc - President, CEO Scott Monette Ralcorp Holdings Inc - Corporate VP, CFO...

...Laura Champine Canaccord Genuity - Analyst Matt Boss JPMorgan - Analyst Jeff Stein Northcoast Research - Analyst David Mann Johnson Rice - Analyst Peter Keith Piper Jaffray - Analyst Dan Wewer Raymond James - Analyst Charles Grom Deutsche Bank - Analyst Anthony Lebiedzinski Sidoti & Co. - Analyst Patrick McKeever MKM Partners - Analyst...

...Vivian Azer - Citi Investment Research - Analyst Thank you so much for joining us at Citi's Second Annual Global Consumer Conference. Welcome on behalf of Citigroup. Today we have with us Dan Delen and Morris Moore from Reynolds American. The format is going to be a fireside chat. I'll start off with the lead question and then I'll throw it out to you guys if you have any questions as well, please. So thanks for coming, Dan. Dan Delen - Reynolds American, Inc. - President, CEO My pleasure. Great to be here. Vivian Azer - Citi Investment Research - Analyst So my first question has to do with wholesale volumes.That was a big point of contention during the reporting season.There was a lot of lumpiness in numbers, given drawdown and a tough compare. Can you give us an update on where wholesale volumes were quarter to date? Dan Delen - Reynolds American, Inc. - President, CEO Yes, I think maybe just before I jump into the actual analysis of what's happening with wholesale inventory, I think...

...Unidentified Participant Ladies and gentlemen, please welcome Co-Founder of Salesforce.com, Parker Harris. Parker Harris - Salesforce.com - Co-Founder All right.Thank you very much. Thank you guys for coming; we're going to have a lot of fun. We're going to go through Summer '##. We have some demos for you. That's what we were working on -- making sure they're all ready to go. Dan Darcy is here with me; my partner in crime. And all of the demos you saw this morning and all the ones you see today are done by Dan and his team -- awesome job, Dan. We also are going to do something fun. We want to take your questions. And we're going to try to answer as many as possible, but we may not get all of them. And for those of you who are online listening on Salesforce Live, please also submit your questions. You can do that by tweeting them with the hashtag summer## and hashtag cloudforce. And we have Al Falcione somewhere over here. And he's using one of our new products, which is Radian# for the...

...Editor Please stand by for realtime transcript. Unknown Speaker* Ladies and gentlemen, thank you for standing by and welcome to the Dycom results conference call. For the conference all the participants are in a listen-only mode. There will be an opportunity for your questions. Instructions will be given at that time. As a reminder, today's call is being recorded. I'll turn the conference now to the president and Chief Executive Officer, Mr. Steve Nielsen. Please go ahead, sir. Unknown Speaker* Thank you, John. Good morning everyone, I'd like to thank you for attending our third quarter fiscal #### Dycom results conference call. During the call we will be referring to a slide presentation which can be found on our website, www.dycomind.com. Under the heading of EPS. Relevant slides will be identified by number throughout our presentation. Going to slide #, today we have on the call Tim Estes, our Chief Operating Officer, Drew DeFerrari, our Chief Financial Officer, and Rick Vilsoet hours...

...Ahmad Jauhari bin Yahya Malaysian Airline System Bhd - Group CEO, Head of Long Haul Danny Rashdan Bin Mohd Yusof Malaysian Airline System Bhd - Group Deputy CEO, Head of Short Haul, Head of Commercial Eda Ahmad Malaysian Airline System Bhd - IR Encik Rozman Bin Omar Malaysian Airline System Bhd - Group CFO...

...Philip Winslow Credit Suisse - Analyst Gunnar Plagge Citi Group - Analyst Josep Bori Exane BNP - Analyst Kirk Materne Evercore - Analyst Mohammad Moawalla Goldman Sachs - Analyst Anika Grant Financial Times Germany - Media...

...John Harmon Camelot Information Systems Inc. - IR Yiming Ma Camelot Information Systems, Inc. - Chairman of the Board, CEO Franklin King Camelot Information Systems, Inc. - Interim CFO...

...Bob Travis Sycamore Networks Inc - IR Dan Smith Sycamore Networks Inc - President & CEO Paul Brauneis Sycamore Networks Inc - CFO...

...Unidentified Company Representative Ladies and gentlemen, welcome to Lenovo Group fiscal year ####/'## annual results presentation. I would like also to welcome our participants on the live webcast. Before we begin we would like to show you our latest video of Lenovo. Please enjoy. (Video playing). A very impressive video, right? Now may I invite our senior management to come on stage? On my left hand side we have Mr. Yang Yuanqing, Chairman and Chief Executive Officer of Lenovo, and sitting next to him is Mr. Wong Wai Ming, our Chief Financial Officer. I would like to turn the presentation over to Mr. Yang now. He is going to give us his remarks on the progress of the Group in the past fiscal year. Mr. Yang Yuanqing, please. Yang Yuanqing - Lenovo Group Limited - Chairman and CEO Thank you for joining us. Lenovo closed a record selling fiscal year with a strong fourth quarter. Now we have been the fastest growing major PC company for the ##th straight quarter. So I'm very excited to share...

...Bob Travis Sycamore Networks Inc - IR Dan Smith Sycamore Networks Inc - President & CEO Paul Brauneis Sycamore Networks Inc - CFO...

...Laura Champine Canaccord Genuity - Analyst Matt Boss JPMorgan - Analyst Jeff Stein Northcoast Research - Analyst David Mann Johnson Rice - Analyst Peter Keith Piper Jaffray - Analyst Dan Wewer Raymond James - Analyst Charles Grom Deutsche Bank - Analyst Anthony Lebiedzinski Sidoti & Co. - Analyst Patrick McKeever MKM Partners - Analyst...

...Jarrod Castle UBS - Analyst Damian Brewer RBC Capital Markets - Analyst Bernd Maurer RCB - Analyst Alex Brignall UBS - Analyst Ruxandra Haradau-Doser Kepler Capital Markets - Analyst Nick Edelman Goldman Sachs - Analyst Johannes Braun Commerzbank - Analyst...

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...Roger Greaves Health Net, Inc. - Chairman Angelee Bouchard Health Net, Inc. - SVP, General Counsel, Secretary Jay Gellert Health Net, Inc. - President, CEO...

...Operator Thank you for standing by for the CNInsure #### Q# Earnings conference call. (Operator instructions) After the management's prepared remarks there will be a question and answer section. (Operator instructions) For your information, this conference call is now being broadcast live over the internet.Webcast replays will be available within an hour after the conference is finished. Please visit www.cninsure.net, under the Investor Relations section. Today's conference is being recorded. If you have any objections then you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Ms Oasis Qui, CNInsure Investor Relations Officer. Oasis Qui - CNInsure Inc. - IR Manager Welcome to our first quarter #### earnings investment call.The [end results] were announced earlier today are now available on our IR website as well as on news sites. Before we continue, please note that the discussion today will contain forward document statements made...

...Kai Zakatla - JPMorgan - Analyst Good morning, everyone.This is [Kai Zakatla] and I am on the Internet research team here at JPMorgan. It is our pleasure to have with us today Neil Nguyen, the President and CEO of Digital Generation. Digital Generation offers advertising delivery network across TV and online.The Company has more than #,### advertisers and agencies connected to more than ##,### online radio, or television, cable and print outlets with the largest delivery, digital delivery network in the US and Canada. Neil has over ten years of senior leadership experience in the media, entertainment and advertising sectors. Neil previously served as president of Point ###'s multimedia group and has also served in various senior management roles in the DG network. Welcome Neil. Neil Nguyen - Digital Generation - President, CEO Thank You. Kai Zakatla - JPMorgan - Analyst Sure. So to the Company has gone through quite a transformation over the past year. Maybe you can just take a few minutes...

...Jack Meyer - GI Dynamics - Chairman Good afternoon. I'm Jack Meyer. I'm the Chairman of the Board of GI Dynamics, and I'd like to first just welcome you to our first annual general shareholders meeting. Before the meeting starts, I'd just like to introduce you to my other directors and GI's management. Director Stu Randle, President and CEO, Anne Keating, Graham Bradley, Michael Carusi and Tim Barberich. Also with us today is Bob Crane, our chief financial officer and Secretary. We also have today via phone David Morris of the law firm of -- is David here? Oh, there's David. I'm sorry. Of the law firm DLA Piper. By phone, Daniel Follansbee of the law firm Mintz & Levin, the company's US legal counsel, and Kevin Casey for the accounting firm Ernst & Young, the company's independent accountants. Mr. Casey will be available to answer any questions concerning Ernst & Young LLP and its services to the company. The annual meeting of shareholders of GI Dynamics will come to order. I will act as...

...Yi-Ke Hong Brunswick Group - PR Consultant Dong Li China Digital TV - President Nan Hao China Digital TV - Head of Investor Relations...

...CJ Muse - Barclays Capital - Analyst Good afternoon. Thank you for coming. My name is CJ Muse with Barclays, semiconductor analyst. Very pleased to have Freescale with us today. Mitch Haws, the VP, Investor Relations and then also Randy Hyzak, Chief Accounting Officer. I think Mitch is going to speak for about five minutes and then we'll move to a fireside chat. And if you have any questions, I think we have a mic floating around, just raise your hand, I'll keep my eye out for you. And with that, let me turn it over to Mitch. Mitch Haws - Freescale Semiconductor - VP, IR Okay. What I thought I would do is just give you a quick summary of the end markets we serve, a little bit about our technology and the way we differentiate ourselves. If you look at it by end markets, about ##% of our revenue goes into the automotive supply chain.We sell microcontrollers, sensors and analog into Tier # suppliers who in turn sell modules to OEMs across the globe. We've been in that market for about ## years....

...Unidentified Participant - B. Riley & Co. - Analyst (Audio in progress) ...I'm going to take you through our strong and diversified brand portfolio, which enables us to reach a broad range of consumers wherever they shop. I'll walk you through our business model, which has become increasingly diversified over the last several years as we've expanded into new brands, new channels, new categories, and new geographies. I'll touch on our unique capability in footwear and accessories and tell you how it is that we've been able to get the fashion right so consistently season after season. I'll show you how all of this has translated into exceptional growth over the last few years and a pristine balance sheet. And finally, I'll talk to you about the number of meaningful growth opportunities, which we believe will enable us to continue to ring up strong top and bottom line gains in the years to come. So when you think about value drivers at Steve Madden, the very first thing that comes to mind...

...Mark Kalinowski - Janney Montgomery Scott - Analyst Hello, I'm Mark Kalinowski, the restaurant analyst for Janney Capital Markets. I'm very pleased to have with us today the leading pizza delivery company in the United States and the leading pizza delivery company in the Kalinowski household in Clifton, New Jersey, Domino's Pizza. Michael Lawton, their CFO, is here to chat with us today, and I appreciate you being here. Michael Lawton - Domino's Pizza, Inc. - EVP and CFO Thank you, Mark, and it's great to be here today. I'll give you a chance to hear a little bit about Domino's Pizza. I'm going to fail at AV right away. Does that clicker work? Okay, one of these three will work. First, the forward-looking statements. Obviously, you're all sophisticated investors, so you're aware that anything I say that is forward-looking cannot be used against me. Domino's, of course, is something that most of you know as consumers, and in the United States, we have a very meaningful business. It is primarily...

...Deborah Weinswig Citigroup - Analyst John Mulligan Target Corporation - EVP & CFO John Hulbert Target Corporation - Director, Investor Communications...

...Unidentified Participant So the first time at EPG, we're very excited to introduce Randy Hogan, CEO of Pentair.Thanks. Randy Hogan - Pentair, Inc. - Chairman and CEO Thank you, Nigel. It's great to be here at EPG, and I'm really excited to tell you about Pentair and our new path forward, and I'll spend the majority of my time talking about that. The forward-looking statements -- you know what that looks like. What I'm going to talk about today is talk about the strategic roadmap that we have been following and will continue to follow with the merger with Flow Control -- Tyco Flow Control.We're going to talk about why we see Pentair and the Flow Control business as a great fit. I'm going to give you an update on the synergies and how we're approaching integration and tell you why today I'm even more confident in the level of synergies we talked about, and then more detail around that by going through the integration plan. So let me start. The Tyco Flow Control merger is not the first big...

...Lisa Elkin Compuware Corporation - SVP IR, Communications Bob Paul Compuware Corporation - CEO Joe Angileri Compuware Corporation - President & COO Laura Fournier Compuware Corporation - EVP, CFO...

...Unidentified Representative It's my pleasure to introduce to the podium the CEO of the best performing stock over the last ## months, Grainger. I think you're up ##% over the last ## months, which is quite easily the best performance within this group. By the way, I'm not going to mention the worst performer, (inaudible) yourself. Anyway, I'm handing it over to Jim Ryan, CEO of Grainger. Jim Ryan - W.W. Grainger - Chairman, President, CEO Thanks. How is everyone this morning? We're glad to be here again. With me is Ryan Jadin, our Senior V.P. and Chief Financial Officer, and Bill Chapman. He's our Senior Director of Investor Relations. Over the next half an hour or ## minutes or so, we'd love to talk to you about how we're growing our business and how we've built the business with a sustainable business model that is pointed at commercial businesses and institutions and is wired on helping them get cost out of their business and improve their productivity. This is something that we've been...

...Chris Whitmore Deutsche Bank - Analyst Ben Reitzes Barclays Capital - Analyst Katy Huberty Morgan Stanley - Analyst Toni Sacconaghi Sanford C. Bernstein & Company, Inc. - Analyst Brian Alexander Raymond James & Associates - Analyst Bill Shope Goldman Sachs - Analyst Shannon Cross Cross Research - Analyst Aaron Rakers Stifel Nicolaus - Analyst Brian Marshall ISI Group - Analyst Kulbinder Garcha Credit Suisse - Analyst Mark Moskowitz JPMorgan Chase & Co. - Analyst Keith Bachman BMO Capital Markets - Analyst Ananda Baruah Brean Murray, Carret & Co. - Analyst...

...Doug Treff Collective Brands Inc - EVP, Chief Administrative Officer Michael Massey Collective Brands Inc - Interim CEO, SVP, General Counsel & Secretary LuAnn Via Collective Brands Inc - President and CEO - Payless ShoeSource Gregg Ribatt Collective Brands Inc - Pres., CEO - Collective Brands Performance + Lifestyle Group...

...Philip Winslow Credit Suisse - Analyst Gunnar Plagge Citi Group - Analyst Josep Bori Exane BNP - Analyst Kirk Materne Evercore - Analyst Mohammad Moawalla Goldman Sachs - Analyst Anika Grant Financial Times Germany - Media...

...Jorge Junquera - Popular Inc - CFO (audio in progress) the transaction that we did a year and a half ago. So then moving into the slide that gives the explanation for the variances, we begin with net interest income. We experienced a reduction of $#.# million and this was basically attributed to one factor, which was a reduction in the income from covered loans. The accretable yield was reduced and this was -- because of a technical situation every quarter we have to do recastings and in analyzing the composition of the loans in the pools, we determined that a couple of pools that was composed of mortgage loans. The experience that we're having in those mortgages told us that the duration should be extended. And as we extended the maturity of when we're going to receive those future cash flows, it had the negative effect of reducing the current income during the quarter. But this will be received if there's a timing difference. And this reduction was offset by our continuous effort in Puerto...

...Blayne Curtis - Barclays Capital - Analyst Good afternoon. We'll go ahead and get started. I'm Blayne Curtis with the Barclays semiconductor research team. For the last presentation, I'm very happy to have RDA Micro. From the Company we have Vincent Tai, who is the CEO. RDA is a company that has quickly developed into a leading provider of semis for mobile solutions, connectivity, PAs, and recently the acquisition of baseband. Seems to broaden out every time I talk to you, there's more products. So, I'll turn it over to you, Vincent, and then if there's time we'll do Q&A.Thank you. Vincent Tai - RDA Microelectronics Inc. - Chairman and CEO Thank you. Good afternoon.Thank you for stopping by to learn about RDA. RDA was formed in ####, basically with four people, myself and three other technical persons. We came from the US to China to form the Company. Initially, we focused on RF products such as PA and transceivers and slowly we worked into doing wireless SOCs such as Bluetooth and now...

...Amir Rozwadowski - Barclays Capital - Analyst Well good morning, folks. Thank you very much for attending Barclay's Global TMT Conference, the day one of the Conference. My name is Amir Rozwadowski. I am a Display and Lighting Analyst here are Barclays, for those of you who don't know me, and this morning it's with pleasure that we've got Jim Flaws, the CFO of Corning, with us today. Corning has certainly been at the crux of many of the key themes that I'm sure we'll be hearing about at today's Conference, themes like mobility, themes like multi-touch screens and as well as broadband and certainly a diversified supplier to many of these markets. Corning has been around for quite some now and Jim has been with the Company and can provide us some in depth insight into many of these trends. We're going to have a bit of a fireside chat this morning, a couple of questions, and we'll turn it over to the audience for a couple of questions from you folks as well. So with that, Jim, you wanted to...

...Hank Diamond Take-Two Interactive Software, Inc. - SVP, IR Strauss Zelnick Take-Two Interactive Software, Inc. - Chairman & CEO Karl Slatoff Take-Two Interactive Software, Inc. - COO Lainie Goldstein Take-Two Interactive Software, Inc. - CFO...

...Shreya Jawalkar Jefferies & Co. - Analyst Jeff Klinefelter Piper Jaffray & Co. - Analyst Robby Ohmes BofA Merrill Lynch - Analyst Omar Saad ISI Group - Analyst Betty Chen Wedbush Securities - Analyst Eric Beder Brean Murray, Carret & Co. - Analyst Diana Katz Lazard Capital Markets - Analyst Margaret Whitfield Sterne, Agee & Leach, Inc. - Analyst Janet Kloppenburg JJK Research - Analyst John Kernan Cowen and Company - Analyst Dorothy Lakner Caris & Company - Analyst...

...Tom Krause Avago Technologies Limited - VP Corporate Development & Investor Relations Hock Tan Avago Technologies Limited - President, CEO Doug Bettinger Avago Technologies Limited - SVP, CFO...

...Marcelo Choi - B. Riley & Co. - Analyst Start it again. Good afternoon. My name is [Marcelo Choi]. I am the associate at B. Riley. Our next presenter is going to be ValueClick. We have here the CEO (sic - see Company Management page), John Pitstick, to tell us more about the Company. John. John Pitstick - ValueClick, Inc. - CFO Great.Thank you very much. Despite Marcelo's kind thoughts, I'm only the CFO. So I didn't get familiar in the last week. So welcome, good afternoon, thanks for joining us today. Before I go through here, I'd just like to point out that we will be talking about some forward-looking statements and obviously, those are subject to risks and uncertainties which are more fully described in our SEC filings. Any guidance that we talk about today will be the guidance that we gave back on May # and generally don't update that via these presentations. I'll go through the slides and I'll try to save some time for Q&A. I think we've got about ## minutes. So for those of you who...

...Irwin Simon - Hain Celestial Group - President & CEO Thank you, Greg. Good afternoon, everybody. So just -- Greg was a natural organic food analyst before he was a leisure analyst and he does live the lifestyle. And he did at one time call me the cereal misser, so I was definitely not always his top pick, trust me. Anyway, sitting in on one on ones today and talking about health and wellness and consumption in the natural organic food industry versus consumption within the conventional food and why are consumers eating more and more healthy products. Higher gas prices, our stock market, how is it going to affect you. It's interesting, everybody looks for whatever reason they could to say, hey, this industry, this category, you're not going to grow. And I've been, as the founder of Hain, I've been doing this for ## years and I've never seen the category as in good shape, consumer demand, consumer awareness, and just the exciting things that are happening out there, but the execution that...

...Jeff Van Sinderen - B. Riley & Co. - Analyst Alright. We're going to get started with Hot Topic. This is actually one of my favorite companies. I think that the Torrid growth story and margin contribution story part of this is extremely compelling. And we're lucky enough to have a few of the Hot Topic team here today. And with that, I'll turn it over to CEO, Lisa Harper. Lisa Harper - Hot Topic, Inc. - Chairman & CEO Thanks, Jeff. Hi, everyone.Thanks, Jeff.Thanks for joining us today. I appreciate your interest in the Company. Okay.There we go. Like, they don't have -- it's just an enter key. I figured it out. The Hot Topic -- just I'll stop. Hot Topic represents two brands, the Hot Topic brand, which is almost ## years old and it was founded in '##. It's dark, edgy, sexy teen market and we focus on music and pop culture licenses. We have currently ### stores. We're very comfortable with where we are in our store base. We feel like we're appropriately stored for the market. And then Torrid,...

...Deborah Weinswig - Citigroup - Analyst (Audio in progress). And we are thrilled to be joined by CFO Karen Hoguet of Macy's. She has been with the Company since ####, when she joined from BCG. Macy's has been on a roll the past couple of years. In #### the Company turned in a comp of #.#%, which was well ahead of our initial guidance of an estimate of #%. In the first quarter of this year the Company reported earnings of $#.## and this exceeded our estimate and consensus for the eighth consecutive quarter. We have a buy rating and $## target price on the stock. It has been the best performer on Citi's Top Picks Live List, which is very hard to do. So as you are all well aware, the Company has three initiatives that have been very key to driving this performance -- My Macy's, Magic Selling training, and omnichannel. With that, please join me in welcoming Karen Hoguet. So I'm going to kick it off with a few questions and then I'll turn it over to the audience. So, Karen, in preparing for today,...

...Anthony Diclemente - Barclays Capital - Analyst Okay, thank you, everybody. Why don't we get started? We're happy and thankful that we have the CFO of Interpublic Group, Frank Mergenthaler, here with us today. And so thanks for coming, Frank, and why don't we jump right in? Investors are wondering about the tone of business out there.The ad market appears to be and feels to be fairly resilient, judging by the first quarter calls, your first quarter earnings call and others in the US media space. Could you talk about the overall tone in the market, both in the US and outside the US, please? Frank Mergenthaler - Interpublic Group of Companies, Inc. - EVP, CFO Yes, I think we were very pleased with the first quarter. Everyone knows who follows Interpublic, we had some fairly sizable account losses in ####, so we came into '## with some revenue headwinds, more weighted towards the first half of the year. And to see #% growth in the first quarter was positive, and it was across the portfolio,...

...CJ Muse - Barclays Capital - Analyst We'll get started. Thank you for coming. My name is CJ Muse with Barclays, semiconductor analyst. Very pleased to have Micron here. Today we have Ivan Donaldson, Director of Investor Relations. And we have about ## minutes fireside. If you have questions, feel free to raise your hand. I'll keep my eye up and there's a person running around with a mic, so hopefully we can get that to you. But just to kick things off, I know there's some things you can say and some things you can't say in terms of Elpida potential acquisition, but we would love to get an update as to where things stand today. Ivan Donaldson - Micron Technology, Inc. - Director of IR Okay. Great. Well, first of all thanks for having us, CJ. As always, really appreciate the invitation and getting to meet with all these great investors today. So, yeah, that's a good point to start, I suppose, as all the news flow has been out there. Not a lot of which has been for Micron of course, but I'll...

...Liz Pierce ROTH Capital Partners - Analyst Jane Leeson KeyBanc Capital Markets - Analyst Danielle McCoy Brean Murray, Carret & Co. - Analyst Richard Keim Kensington Partners - Analyst...

...Maria Tagliaferro Analog Devices Inc - Dir. of Communications Jerry Fishman Analog Devices Inc - President, CEO Dave Zinsner Analog Devices Inc - VP Finance and CFO Vincent Roche Analog Devices Inc - VP Sales & Strategic Market...

...John Guy Berenberg Bank - Analyst Eithne O'Leary Oriel - Analyst Simon Irwin Liberum Capital - Analyst Geoff Ruddell Morgan Stanley - Analyst Matthew McEachran Singers - Analyst Richard Chamberlain BofA Merrill Lynch - Analyst Bethany Hocking Investec - Analyst Anne Critchlow Societe Generale - Analyst Fraser Ramzan Nomura - Analyst Caroline Gulliver Espirito Santo - Analyst Richard Edwards Citigroup - Analyst Jean Roche Panmure Gordon - Analyst Chris Chaviaras Barclays - Analyst...

Client Id: ## " " " " ...

...John San Marco - Janney Capital Markets - Analyst Good afternoon, everyone. I'm John San Marco, the household and personal care analyst at Janney and it's my pleasure to introduce Herbalife as the next presenter. Herbalife has enjoyed ##% volume growth the last nine years and something a bit better than the last couple of years, which I'm sure they'll explain to us how and why that is now. So just want to thank John DeSimone, the CFO from the Company, and Amy Greene, the head of Investor Relations, for the timely presentation today.Thank you. John? John DeSimone - Herbalife Ltd. - CFO Good afternoon. With me today is Amy Greene, our Vice President of Investor Relations. Our first slide is our Safe Harbor statement. It's available on the website for those listening on the internet for the webcast. So it's been a unique and challenging few weeks for the Company and for management. I think one of the key learnings for us has been that we need to do a better job providing security to our investor...

...Coco Kyriopoulos Cracker Barrel Old Country Store, Inc. - Manager-IR Sandy Cochran Cracker Barrel Old Country Store, Inc. - President and CEO Larry Hyatt Cracker Barrel Old Country Store, Inc. - SVP and CFO...

... - Chairman and CEO Dave Dullum Gladstone Investment Corporation - President David Watson Gladstone Investment Corporation - CFO...

...Chris Merwin - Barclays Capital - Analyst All right, just to introduce myself, I'm Chris Merwin and I work with Anthony DiClemente on the Media Research Team here at Barclays. And joining me today is Alfred Mockett, CEO of Dex One; and Greg Freiberg, CFO of Dex One. We're happy to have you both. And Alfred, I know you had some opening remarks. Alfred Mockett - Dex One Corporation - CEO Well, thank you. Well, good morning everyone, thank you for joining us. I'd need not to incur the wrath of my General Counsel when I get back to Cary, North Carolina, so just need to remind you that normal Safe Harbor rules apply. If you need to know the detail, then take a look at a press release or one of our SEC filings. Dex One is a marketing solutions company. We connect, or we help connect, small business with consumers; local business with consumers. We have about ###,### customers that we serve. Our business is two separate and distinct businesses, but somewhat intertwined. And each leverages the...

...Matthew Fassler Goldman Sachs - Analyst Alan Rifkin Barclays Capital - Analyst Christopher Horvers JPMorgan Chase & Co. - Analyst David Mann Johnson Rice & Company - Analyst Gary Balter Credit Suisse - Analyst Matt Nemer Wells Fargo Securities, LLC - Analyst Michael Baker Deutsche Bank - Analyst Michael Lasser UBS - Analyst Dan Binder Jefferies & Company - Analyst Daniel Hofkin William Blair & Company - Analyst Peter Keith Piper Jaffray & Co. - Analyst Scot Ciccarelli RBC Capital Markets - Analyst...

...Hank Diamond Take-Two Interactive Software, Inc. - SVP, IR Strauss Zelnick Take-Two Interactive Software, Inc. - Chairman & CEO Karl Slatoff Take-Two Interactive Software, Inc. - COO Lainie Goldstein Take-Two Interactive Software, Inc. - CFO...

...Jeff Glidden Parametric Technology Corporation - EVP and CFO Tim Fox Parametric Technology Corporation - VP of IR...

...Maria Tagliaferro Analog Devices Inc - Dir. of Communications Jerry Fishman Analog Devices Inc - President, CEO Dave Zinsner Analog Devices Inc - VP Finance and CFO Vincent Roche Analog Devices Inc - VP Sales & Strategic Market...

...Unidentified Participant Welcome to our next session. I'm really delighted to have Bogomil from VMware. Before I start, and I forgot at the last time, at out December conference, let's read the Safe Harbor statement. And statements made in this presentation which are not statements of historical facts are forward-looking statements based upon current expectations. Actual results could differ materially from those projected due to a number of factors, including those referenced in VMware's most recent SEC filings on Form ##-Q, ##-K and #-K. I think I did a good job here. Bogomil Balkansky - VMware, Inc. - SVP, Cloud Infrastructure Products Great. Unidentified Participant Sure.With pleasure. Let's start with some background on you maybe, like in terms of -- actually, it's funny I was on the podium with your boss Raghu last week. He wanted to make sure that you cannot seeing the right things. So I'm recording. No, I'm not recording. But just maybe give us a background on what's your role in...

...Andrew Gardiner - Barclays - Analyst Good afternoon, everybody. My name is Andrew Gardiner, from the Barclays European Equity Research team, covering the technology hardware space. And it's my pleasure, on behalf of Barclay's, on behalf of the European team, as well as our US team here covering the semiconductor capital equipment space, headed by CJ Muse, to welcome ASML. Today we have Craig DeYoung and Peter Convertito from the Investor Relations team at ASML. We're just going to do a fireside chat. We should have some time for questions at the end, but I'll just run through a few hopefully salient topics with Craig. But first of all, if you just want to give us perhaps a quick update on the most recent quarter, latest trends? Craig DeYoung - ASML Holding NV - VP Investor Relations Worldwide Sure, sure. Thanks, Andrew, and thanks, everybody, for your interest in attending today. Yes, I thought maybe I'd take about five minutes to kind of give you an update.There are, have been some things...

...Unidentified Participant We have with us -- and I want to welcome you to the conference -- over #.# days. I also have my team with me, and we are thrilled to join you. And we have Nathan Rich. I have [Tiffany Kinega], and running around is [Megan Mcqueeney]. But thank you once again. If you need anything -- Nate and Tiffany, can you please raise your hand? -- just please be willing to ask. And we also have Shoshana Pollack in the back row. Shoshana, can you raise your hand as well? So if you need anything just please ask us over the three days, and we are here to help. So kicking things off with us this morning is Chico's. We are thrilled to host EVP, CFO and CAO, Pam Knous. She joined Chico's in June of #### after serving as EVP and CFO of SUPERVALU, another company that we follow, and so we have known Pam for quite a while. Also, with us today is Todd Vogensen,VP of Investor Relations, who recently joined the Company in October of ####. He was previously at Michaels Stores, and also at...

...Nigel Coe - Morgan Stanley - Analyst Okay, before we get started with Louis, I'm getting to fulfill my Investor Relations ambitions here. I've got to read the statement. The Company reminds listeners that the presentation includes forward-looking statements that involve significant uncertainties. Actual results may differ materially from those projected in the forward-looking statements, and the Company describes important risk factors in the third slide, and the Company's SEC filings are UTC.com, including ##-K, ##-Q, and #-K reports. They got it, they got it. I'll continue. In addition, due to legal and regulatory restraints, the Company will not be discussing or fielding any questions -- I'm getting heckled doing Reg AC here! (laughter) Any questions today relate to possible debt or and securities offerings. Louis Chenevert - United Technologies - Chairman and CEO Impressive. Nigel Coe - Morgan Stanley - Analyst And now we have Louis Chenevert. Louis Chenevert - United Technologies -...

...Tim Boddy Goldman Sachs - Analyst Robin Bienenstock Sanford Bernstein - Analyst Simon Weeden Citi Group - Analyst Stephen Howard HSBC - Analyst Maurice Patrick Barclays Capital - Analyst Nick Delfas Morgan Stanley - Analyst Justin Funnell Credit Suisse - Analyst Will Draper Espirito Santo - Analyst Robert Grindle Deutsche Bank - Analyst Akhil Dattani JP Morgan - Analyst James Ratzer New Street Research - Analyst Emmet Kelly Bank of America Merrill Lynch - Analyst John Karidis Oriel Securities - Analyst Jerry Dellis Jefferies - Analyst Paul Marsch Berenberg - Analyst Nick Lyall UBS - Analyst...

...Chris Whitmore Deutsche Bank - Analyst Ben Reitzes Barclays Capital - Analyst Katy Huberty Morgan Stanley - Analyst Toni Sacconaghi Sanford C. Bernstein & Company, Inc. - Analyst Brian Alexander Raymond James & Associates - Analyst Bill Shope Goldman Sachs - Analyst Shannon Cross Cross Research - Analyst Aaron Rakers Stifel Nicolaus - Analyst Brian Marshall ISI Group - Analyst Kulbinder Garcha Credit Suisse - Analyst Mark Moskowitz JPMorgan Chase & Co. - Analyst Keith Bachman BMO Capital Markets - Analyst Ananda Baruah Brean Murray, Carret & Co. - Analyst...

...Lisa Elkin Compuware Corporation - SVP IR, Communications Bob Paul Compuware Corporation - CEO Joe Angileri Compuware Corporation - President & COO Laura Fournier Compuware Corporation - EVP, CFO...

...Amy Miles Regal Entertainment Group - CEO David Ownby Regal Entertainment Group - EVP, CFO and Treasurer...

...Liz Pierce ROTH Capital Partners - Analyst Jane Leeson KeyBanc Capital Markets - Analyst Danielle McCoy Brean Murray, Carret & Co. - Analyst Richard Keim Kensington Partners - Analyst...

...Matthew Fassler Goldman Sachs - Analyst Alan Rifkin Barclays Capital - Analyst Christopher Horvers JPMorgan Chase & Co. - Analyst David Mann Johnson Rice & Company - Analyst Gary Balter Credit Suisse - Analyst Matt Nemer Wells Fargo Securities, LLC - Analyst Michael Baker Deutsche Bank - Analyst Michael Lasser UBS - Analyst Dan Binder Jefferies & Company - Analyst Daniel Hofkin William Blair & Company - Analyst Peter Keith Piper Jaffray & Co. - Analyst Scot Ciccarelli RBC Capital Markets - Analyst...

...Shreya Jawalkar Jefferies & Co. - Analyst Jeff Klinefelter Piper Jaffray & Co. - Analyst Robby Ohmes BofA Merrill Lynch - Analyst Omar Saad ISI Group - Analyst Betty Chen Wedbush Securities - Analyst Eric Beder Brean Murray, Carret & Co. - Analyst Diana Katz Lazard Capital Markets - Analyst Margaret Whitfield Sterne, Agee & Leach, Inc. - Analyst Janet Kloppenburg JJK Research - Analyst John Kernan Cowen and Company - Analyst Dorothy Lakner Caris & Company - Analyst...

...Marj Thomas Intuit - Vice President of Corporate Finance and Treasurer Raimo Lenschow Barclays - Analyst...

...Candace Formacek Universal Corporation - VP and Treasurer George Freeman Universal Corporation - Chairman, President, CEO David Moore Universal Corporation - SVP and CFO...

...Operator Good afternoon, everyone, and welcome to the Books-A-Million quarterly conference call.This call is being recorded today, May ##. At this time, I would like to turn the conference over to Mr. Doug Markham, Executive Vice President and Chief Administrative Officer of Books-A-Million. Please go ahead, sir. Doug Markham - Books-A-Million Inc - EVP and CAO Thank you, and good afternoon, everyone. With me today is Terry Finley, Chief Executive Officer and President of Books-A-Million; Todd Noden, our Chief Financial Officer; and Tyler Novak, our General Counsel.We are pleased to host this conference call regarding the Company's first quarter results, which were issued this afternoon. Before we begin, I would like to remind everyone that management's comments in this conference call which are not based on historical facts are forward-looking statements. It should be noted that the Company's future results may differ materially from those anticipated and discussed in the forward-looking...

...William Featherston - UBS - Analyst We are ready for our next presentation. I am happy to introduce Jeff Mobley, who heads Investor Relations for Chesapeake Energy. Jeff? Jeff Mobley - Chesapeake Energy - SVP, IR and Research Thank you, Bill, and good morning to every one of you and also to those listening by the Web, via Webcast.Thank you for listening in as well. Want to start off on -- I want to start off addressing a couple things right up front and then, hopefully, we can go through some information fairly quickly and save quite a bit of time for questions that you may have. I want to certainly acknowledge and point out the challenge that the market has had over the last five to six weeks. It has been a pretty amazing time for the Company and for our investors. Our stock has had a precipitous fall for a number of different reasons. It's amazing that we have traded #.# billion shares in the last five weeks, which is about ###% of our market cap.We have certainly seen our stock pull...

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...Tom Rutledge Charter Communications, Inc. - President, CEO, Director Chris Winfrey Charter Communications, Inc. - EVP, CFO...

...Larry Blanford Green Mountain Coffee - President and CEO Suzanne DuLong Green Mountain Coffee - SVP of IR and Corporate Communications...

...Don Bullock Eaton Corporation - SVP of IR Sandy Cutler Eaton Corporation - Chairman & CEO Kirk Hachigian Cooper Industries - Chairman & CEO Rick Fearon Eaton Corporation - Vice Chairman & Chief Financial & Planning Officer...

...Don Bullock Eaton Corporation - SVP of IR Sandy Cutler Eaton Corporation - Chairman & CEO Kirk Hachigian Cooper Industries - Chairman & CEO Rick Fearon Eaton Corporation - Vice Chairman & Chief Financial & Planning Officer...

...Rod Hall - JPMorgan - Analyst Okay, I think we are going to get started. My name is Rod Hall. I'm with JPMorgan. I am our communications equipment analyst. I have also become our glass analyst, it turns out, covering Corning, and so we are very interested in what is going on in the OLED world. We have got the pleasure of having Sid Rosenblatt here with us from Universal Display Corporation. UDC is one of the leaders in OLED technology, has been for quite a while, so we are very pleased to have you here with us, very interested in what you have got to say.With that, I'm going to kick off with some Q&A, and then we are going to open up to the audience as well. If you have questions, get them ready because you will be able to have the chance to ask Sid questions if you have them. I guess the first thing I will start off with is just something kind of topical. If you could talk to us a little bit about some of the patent activity in Japan, I know you were just kind of updating me.There has...

...Anthony DiClemente - Barclays Capital - Analyst All right. Welcome, everybody. I've got a lot of reverb on this microphone. Thank you all for coming to the Barclays Global TMT conference. My name is Anthony DiClemente. I cover US Internet and US Media for Barclays. Before we start with Joe, I just wanted to make a quick announcement that in addition to the over ### public countries we have here, we also have a great private company track. The problem is it's tucked aside upstairs in the Riverside Ballroom. So we've got some good private companies, so be sure to check that out and don't miss that track. All right. We are happy and grateful to have the time of Mr. Joe Ianniello, who, as you all know, is the CFO of CBS Corporation. So thanks, Joe, for coming. I want to start off the Q&A here with just a bigger picture kind of perception of CBS. And I think that for CBS, it's easy for investors to get caught up in thinking of CBS as an ad company. And when there are macroeconomic events that...

...Nick Dempsey Barclays - Analyst Richard Menzies-Gow BofA Merrill Lynch - Analyst Martin Hallmark CVC Capital Partners - Analyst...

...Raimo Lenschow - Barclays Capital - Analyst Thanks for joining us in our next session. For those of you who haven't met me, Raimo Lenschow. I'm the software analyst here. Sohaib, thanks for being here with us today. Sohaib Abbasi - Informatica Corporation - CEO Thank you. Raimo Lenschow - Barclays Capital - Analyst What was interesting is I was at your Analysts' Day last week, and I thought it was a really successful event. I saw some of the share price moves and some of the comments were slightly not in tune with that. But, from my perspective, I think it was a really great event with a great new product coming out. Maybe just give us a little bit the -- from your perspective, a little recap of what you saw there and what were the highlights of your big customer event there last week. Sohaib Abbasi - Informatica Corporation - CEO Well, as you know, I mean, we hosted our largest ever Informatica World event. Attendance was up by over ##%, a great response for -- from our customers. We launched...

...Yassine Touahri Exane BNP Paribas - Analyst Patrik Setterberg Nordea - Analyst Kristian Johansen Carnegie Bank - Analyst Michael Nass SEB Enskilda - Analyst Fasial Ahmad Handelsbanken - Analyst Lars Brorson DnB Nor - Analyst Michael Watts Berenberg Bank - Analyst...

...Unidentified Participant All right. So, I think we'll get started. Thank you all for coming and we're very pleased to have with us today, Brendan Cavanagh, CFO, SBA Communications. Our top equity pick for #### in the telecom sector. Thus far working pretty well as a matter of fact. Brendan, thanks so much for coming. Brendan Cavanagh - SBA Communications Corporation - SVP and CFO Thank you. Unidentified Participant I might well launch in. If you can just give us an idea of where we are on sort of the demand activity and upgrade activity from the big four. It sounds like we're actually at the point where all four are actually doing something. Brendan Cavanagh - SBA Communications Corporation - SVP and CFO Yeah. Well, this is one of the first times in recent memory where all four guys have actually been active at the same time. So it makes kind of an exciting view of the future in the next few years. If we kind of ran through them one by one, AT&T has been active for the last couple of years...

...Unidentified Participant Okay. We're going to get started with our last meeting of the day. This one, again, is Webcast. So, when you ask your questions, you'll have to use the mike. And you will be recorded out into the ether, so articulate as well. Thank you very much. Let me introduce Glenn Britt, who's the Chairman and Chief Executive Officer of Time Warner Cable. And you know Laraine and Tom Robey, who are now sitting in the front row. And then I also have Irene Esteves up here, Chief Financial Officer and Executive Vice President of Time Warner Cable. Thank you so much for coming. Glenn Britt - Time Warner Cable Inc. - Chairman & CEO Thank you. Unidentified Participant I'm going to step off the stage. Maybe I'll start with the first question. I think one of the things that we are talking a lot about, Glenn, is this issue you made or you brought about on stage on the general session, which was this concept of we're going IP delivered. And what does that mean for out-of-market footprint...