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II-VI Inc at Cowen TMT Conference (Virtual) Transcript

Jun 01, 2021 / 03:10PM GMT
Release Date Price: $67.62 (+0.37%)
Paul Silverstein
Cowen and Company, LLC - Analyst

Thanks, Nate. Paul Silverstein, senior analyst at Cowen. It's my pleasure to have with us II-VI. Today, we have currently on the screen with me Giovanni Barbarossa, who is Chief Strategy Officer, as well as President of II-VI's -- Giovanni, help me out. The VI applied --

Giovanni Barbarossa
II-VI Incorporated - Chief Strategy Officer and President, Compound Semiconductors

Compound Semiconductors.

Paul Silverstein
Cowen and Company, LLC - Analyst

Compound Semiconductor business. My apologies. And Mary Jane Raymond, CFO; and hopefully, Chuck Mattera, CEO, will be joining us shortly.

As those on the call may be aware, I've said this many times, in my 26 years covering this sector, II-VI is either the single best or among the single best investments I've come across. Then again, I am mindful that as a sell-side analyst, I have the luxury of long duration time horizons. So for my friends on the call who have shorter duration who may dispute my

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