Oclaro, Inc. (OCLR)
Citi Technology Conference
September 06, 2012 03:30 pm ET
Jerry Turin - Chief Financial Officer
Kevin Dennean - Citi
I think they are stable from what we've talked about this since our quarterly announcement which was a relatively tempered view.
Kevin Dennean - Citi
Right. Okay, so no change since your last public?
I would say consistent, but a tempered view, which is what we came out with.
This is probably question that's hard for you to answer because of the nature you shipped from one place where they might installed elsewhere. Do you have a view that see notion of better, worse or the same? Do you have any sense for that on a geographic basis, right? And, we know you shipped (Inaudible) assembled there and deployed in EMEA, so you might not have perfect visibility. Not it's a real good question, because we've been finding and speaking in geographic terms as far as big picture end market has been the most effective way of understanding the market dynamics. Right now in recent quarters, where Europe has clearly been soft.
The first six months was dramatically from the first six months of last year from some industry data that I saw recently, and certainly not getting any stronger. North America kind of flat, choppy carriers tend to be deploying it feels like and more point as opposed to big rollouts. That feel is consistent.
China kind of inconsistent. It wasn't bad for six months, but mixed messages on the next six months and kind of consistent with the macroeconomic conditions in China. Are they stimulate growth, or they want to minimize growth. How are they managing that inconsistency plays through and from a market point of view and rest of world seems to have mix of all of that very consistent for the macro economic conditions and there has really not been any change by geography. I think those sorts of conditions continue to be the way our view and consistent to what I think I hear from peers and parallel spaces and so forth.
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