This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

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

Stocks in this article: NANO

Nanometrics Inc. (NANO)

14th Annual Pacific Crest Global Leadership Technology Forum Conference

August 13, 2012 3:00 PM ET

Executives



Ron Kisling – CFO

Presentation



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

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs