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PMC-Sierra's Management Presents At 40th Annual JP Morgan Global Technology, Media And Telecom Conference (Transcript)

PMC-Sierra, Inc. (PMCS)

40 th Annual JP Morgan Global Technology, Media and Telecom Conference Call

May 16, 2012 4:10 pm ET


Michael W. Zellner – Vice President and Chief Financial Officer


Harlan Sur – JPMorgan


Harlan Sur – JPMorgan

Good afternoon. My name is Harlan Sur, semiconductor analyst here at JPMorgan. Very pleased to have Mike Zellner, Chief Financial Officer of PMC here with us today. I’ve asked Mike to provide us with a brief overview of PMC that will be followed by a few questions from myself, and then we’ll go ahead and turn it over to the audience.

So, Mike, thank you very much for joining us today, and the floor is yours.

Michael W. Zellner

Harlan thanks. Thanks for inviting us. The conference has been good. We’ve had a lot of good one-on-ones. So, I’ll start with, just at a high level, talking about a few – the way we would like to profile the Company, and then we’ll get into some more details as Harlan said. So, we see ourselves as a semiconductor innovator, of course that’s transforming networks really that connect, move and store digital content, so a very high-level concept.

To give it a little more color, when you think about, we’re in both the storage sector in terms of doing both controllers and expanders. We’re in the optical network previously kind of thought was wireline, where we have a focus kind of in the metro switching infrastructure, as well as kind of the edge with fiber-to-the-home products that are both ONT and ONU, which is kind of a head end, as well as client side. And then we have a piece that’s focused on the backhaul part of the network.

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