Lumentum Holdings Inc (MIL:1LITE)

€ 62.58 0 (0%) Market Cap: 4.17 Bil Enterprise Value: 5.72 Bil PE Ratio: 0 PB Ratio: 4.66 GF Score: 51/100

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

Mar 05, 2020 / 12:45AM GMT

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

Let's get started here. I'm Meta Marshall, I cover the networking sector here at Morgan Stanley. We're delighted to have Lumentum, Alan Lowe, CEO; Chris Coldren, SVP of Strategy and Corporate Development with us here today.

I'm going to read a very brief disclosure, and then we will kind of jump into questions. So please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at morganstanley.com/researchdisclosures or at the registration desk.

Questions & Answers

Meta A. Marshall

Morgan Stanley, Research Division - VP

So we'll start with the topic du jour and kind of how we've kicked off all of these sessions. So just -- what impacts coronavirus is having to production and overall kind of supply and demand that you're seeing right now?

Alan S. Lowe

Lumentum Holdings Inc. - President, CEO & Director

Sure. So I can talk about both. I think

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