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TheStreet Open House

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

Stocks in this article: LTXC

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.

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