Ciena Corp at Morgan Stanley Life After Covid Thematic Conference (Virtual) Transcript

Nov 11, 2020

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Nov 11, 2020 / 05:45PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Great. Welcome everybody. This is Meta Marshall. I lead up the networking research here at Morgan Stanley. I'm going to read a short disclosure, and then we will jump into our discussion with Stephen Alexander, the CTO of Ciena.

So please note that this webcast is for Morgan Stanley clients and appropriate Morgan Stanley employees only. This webcast is not for members of the press. If you are a member of the press, please disconnect and reach out separately. For important disclosures, please see the Morgan Stanley research disclosures website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

And with that, I will jump into a conversation with Stephen Alexander, CTO of Ciena.

Questions and Answers:

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

So Steve maybe to start, what stresses has COVID brought to your service provider customers, both in terms of demands on the network and the ability

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