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Sensata Technologies Holding PLC, Cree Inc and II-VI Inc Panel Discussion at Canaccord Genuity Future of Transport Conference Transcript

Aug 06, 2019 / 04:00PM GMT
Release Date Price: $37.08 (+1.98%)
Jonathan Edward Dorsheimer
Canaccord Genuity Corp., Research Division - MD & Analyst

So I've called each of the speakers up so I'd like to get started. So as you grab the food, have a seat. We're lucky enough, this is one of the keynotes of the day to have the perspective from Electrification power density 3 major suppliers. So I have Gregg Lowe, who joins me first on the left, CEO of Cree; Martha Sullivan, CEO of Sensata; and I've got Chuck Mattera, CEO of II-VI Incorporated.

It's interesting, I've gotten to know each of you a little bit in very different ways, Gregg and I were competitors when we first got to know each other. We met at a lighting conference, at the time he had just taken the position at Cree, and they were still largely in the lighting business and not anymore now, today. And I found his view, from a CEO perspective, quite refreshing actually.

Martha, I got to know through Bain Capital, Sensata and sort of the pullout or extraction of Texas Instruments, and then spending some time on the road with you and getting to know how you're running that organization.

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