This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

LTX-Credence Management Presents At Barclays Capital Global Technology, Media And Telecommunications. (Transcript)

You can see from each of the various market segments, our estimate of share in each of those spaces and while we are the smallest of the three remaining semiconductor test equipment manufacturers in this space, we have pretty health share positions in our target markets.

The one market that we felt we needed to address that we didn't have a very good position yet we included as part of our addressable market was what we refer to as a digitally-centric application-specific market segment. These are devices that have, many of them are found in the mobility space although not exclusively, but these are devices that have high digital content, but also have requirements for RF or certain power requirements and the like. This is capabilities that we had in one of our product lines, some of those capabilities one of our product lines and some of the other capabilities in another product line, but we didn't have one that brought it all together in a solution that could really target these devices effectively and be consistent with our position in the marketplace which is to deliver the lowest cost solution for our customers.

The most important markets out of these three, the application-specific market is the single largest, so certainly very important in order of importance, the power and microcontroller markets come next and then the RF power amplifier market, one where we have a dominant position, it's an important market for us, but it's not necessarily one of high growth, because we already have such a dominant share position there, but all these other market segments do represent significant opportunities for growth from a share position and that's what we are focused on achieving.

We have a series of four major product lines within the company. We will start with the ASL product, which is focused on the low end or low complexity analog in power management space. This is a product that's been around, in its initial form, for over 10 or 12 years or so, has a very, very large installed base, especially throughout Asia, somewhere north of 4,000 units installed and it's been a workhorse in that particular marketplace.

Read the rest of this transcript for free on

3 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.74 0.00%
FB $117.58 0.00%
GOOG $693.01 0.00%
TSLA $240.76 0.00%
YHOO $36.60 0.00%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs