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

Nanometrics Management Hosts At 14th Annual Pacific Crest Global Leadership Technology Forum (Transcript)

Nanometrics Inc. (NANO)

14th Annual Pacific Crest Global Leadership Technology Forum Conference

August 13, 2012 3:00 PM ET


Ron Kisling – CFO


Unidentified Company Representative

All right. Let’s go ahead and get started. So, we have with us today, Ron Kisling, the CFO of Nanometrics to talk about the company.

Nanometrics has been gaining significant share over the couple of years but growth has stalled a little bit this year, with the spending slowdown at Intel, Samsung and Hynix for Nano’s concentrated. The biggest controversies around the company are right now, one, whether Nano will fully recover from a margin hit taken when the customers are pushed for a rapid ramp of new tool this year. Number two, whether Nanometrics will win more foundry business. Number three, whether Nano becomes a takeout target.

So, we’ll have Ron open up with sort of the overview of the company and then we’ll jump right into Q&A. Ron?

Ron Kisling

Good afternoon, thanks for coming. First up, just real highlight, we’ll be talking a little bit about some forward-looking statements and predictions that we believe that we believe to be accurate, that are guaranteed.

So, talking about our unique strategy, technology changes today are driving an increasing demand in the industry for OCD, which is creating secular growth in our core markets. In addition to that, we’ve expanded our market – assured market through R&D investments as well as strategic acquisitions and I’ll talk a little bit about those and how those are driving our growth. And then lastly, market share gains through competitive wins, particularly with our two largest customers. They are also supplemented by targeted wins at other customers.

1 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