Jan 12, 2021 / 02:40PM GMT
Roderick B. Hall - Goldman Sachs Group, Inc., Research Division - MD
Welcome to the TMT Conference. I have a great pleasure of hosting Ciena this morning, Q&A with Ciena. My name is Rod Hall. I'm the networking and hardware analyst here at Goldman Sachs. Got Jim Moylan, the CFO of Ciena with me. So welcome, Jim. Thanks for joining us, virtually anyway.
Questions and Answers:
Roderick B. Hall - Goldman Sachs Group, Inc., Research Division - MDSo I guess I'm going to kick right off into questions here. People should be aware, there is a Q&A interface. So if you do have questions for Jim that you'd like me to ask, go ahead and use that interface. You may want to familiarize yourself with that while we talk here at the beginning, and then we'll take some audience questions towards the end.
So Jim, let me kick off with the spending environment. Nobody seems to know what's going to happen in 2021. I don't think either of us do either, but I know that you've got a lot more contact with companies and that people actually spending money than I do