Coherent Corp (FRA:H7B)

€ 92 -1.2 (-1.29%) Market Cap: 14.68 Bil Enterprise Value: 18.10 Bil PE Ratio: 0 PB Ratio: 2.78 GF Score: 77/100

II-VI Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Feb 27, 2019 / 10:40PM GMT

Release Date Price: €36.78 (-1.63%)

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right, well, everybody's coming up. I'm going to read the Morgan Stanley disclosure first, which will take 15 seconds and then -- so I am Meta Marshall, I lead up the optical coverage here at Morgan Stanley. We have Mary Jane, we have Chuck here and then we have Giovanni from II-VI, who're here. So please note any and all important disclosures including personal holdings disclosures and Morgan Stanley disclosures, if you're on the Morgan Stanley public website at morganstanley.com/researchdisclosures or at the registration desk. So we have the whole panel of management here. We're very excited. You guys obviously announced a very large acquisition kind of at the tail end of last year.

Questions & Answers

Meta A. Marshall

Morgan Stanley, Research Division - VP

So maybe walk us through the Finisar rationale because I think kind of upfront, it' struck people as questioning what the rationale was. And so you've spoken a lot about, in kind of subsequent meetings about kind of changing this

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