Lumentum Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
(technical difficulty) I will read some resource disclosures, not waste everybody's time. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. I'm Meta Marshall.
For those of you who don't know me, I cover networking here at Morgan Stanley. We're delighted to have momentum here today, helping us close out TMT and just off of OFC. We have Wajid Ali, CFO; and Kathy Ta, VP of Investor Relations with us.
Questions & Answers
Maybe it's been a busy week for you guys between OFC. Maybe you could just kind of give us a sense of tone of investor conversations or kind of tone of messaging during OFC.
Sure. Maybe I'll take a first cut at that, Meta.Thanks for inviting us to your conference,
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