Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Feb 28, 2019

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Feb 27, 2019 / 11:50PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Got it. All right. We are going to kick off here with Lumentum. We have Chris Coldren, SVP of Business Development, and jack of all trades. So I'm Meta Marshall, I head up optical coverage here at Morgan Stanley, and we're going to read some brief disclosures and then we'll jump into questions. Please note, that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website at morganstanley.com/research. Disclosures are at the registration desk. So maybe you'd like to just kick off with Oclaro.

Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

I want to just kind of dive into how the rationale has developed kind of over the course of the year, there was kind of a 9-month period between when you announced it and when you closed it. Just what are you excited about today that maybe is different than 9 months ago and what's the same?

Christopher W. Coldren -

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