Flextronics ( FLEX)

F2Q 2012 (09/30/11) Earnings Conference Call

October 20, 2011 5:00 PM EST


Kevin Kessel – VP, IR

Paul Read – CFO

Mike McNamara – CEO


Shawn Harrison – Longbow Research

Sean Hannan – Needham & Company

Jim Suva – Citi

Matt Sheerin – Stifel Nicolaus

Kevin Labuz – Deutsche Bank

Brian Alexander – Raymond James

Louis Miscioscia – Collins Stewart

Steve O'Brien – JPMC

Amitabh Passi – UBS

Craig Hettenbach – Goldman Sachs

Amit Daryanani – RBC Capital Markets

Brian White – Ticonderoga



Good afternoon, and welcome to the Flextronics International Second Quarter Fiscal Year 2012 Earnings Conference Call.

Today’s call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session.

At this time, for opening remarks and introductions, I would like to turn the call over to Mr. Kevin Kessel, Flextronics’ Vice President of Investor Relations. Sir, you may begin.

Kevin Kessel

Thank you, Lisa. And welcome to Flextronics’ conference call to discuss the results of our fiscal 2012 second quarter ended September 30 th, 2011.

Joining me on the call today is our Chief Executive Officer, Mike McNamara, and our Chief Financial Officer, Paul Read. The presentation that corresponds to our comments today is posted on the Investors section of our website under Conference Calls and Presentations and it can also be accessed directly from the link on our homepage.

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