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
TheStreet Open House

Rubicon Technology's CEO Presents At Canaccord Genuity 32nd Annual Growth Conference Call (Transcript)

So with that, I’ll turn it over to Bill Weissman. Thanks.

William F. Weissman

Thanks, Jed. Good afternoon, everyone. So Rubicon is the world’s leading provider of sapphire products as Jed mentioned. One of the main applications for Sapphire is in the LED market. It uses the substrates of choice in the LED market. But there are also a couple of other key markets we served, the SoS market and the optical market. And I’ll talk more about each one of those.

We are one of the really only fully vertically-integrated sapphire producers in the marketplace, meaning we produced very high grade large-diameter sapphire products from the very base materials of aluminum oxide powder and I’ll explain that a little bit more as well.

Our real strength is in our ability to produce these materials in very large diameters with very tight tolerances, which has enabled several leading industries, the SoS market is one application, which I’ll talk about, which is growing rapidly right now and which has really start out at large-diameter wafers and we’re also helping the LED market progress to larger and larger diameter wafers, which is helping that market kind of lower cost and address the strong demand.

The LED market is the biggest market by far. It is historically been got 80% of our revenue stream, we’re a little less from that right now, but clearly the biggest user of sapphire. The SoS market, which I’ll talk about more, is really the fastest growing segment, we started serving right now and the optical market is our third major market.

Within the LED market, I think everybody is familiar with the main applications, historically, it’s been mostly display, backlighting, signage and that’s been driving the growth for the past couple of years. Of course the Holy Grail in industry is general lighting.

2 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
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

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
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
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!
SYM TRADE IT LAST %CHG

Markets

DOW 17,712.66 +34.43 0.19%
S&P 500 2,061.02 +4.87 0.24%
NASDAQ 4,891.2190 +27.8570 0.57%

Partners Compare Online Brokers

Free Reports

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