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Silicon Laboratories' CEO Presents At The Citi Technology Conference (Transcript)

Stocks in this article: SLAB

Another key aspect of growth is to be able to efficiently use every dollar of R&D, and so as we've gotten into more of the broad range of applications and leveraging a common technology platform, every dollar of R&D we have been able to drive into a wider variety of products, so using a common technology base and being able to leverage that into a variety of application, so lot of times using software programmable devices, which we are able to target multiple market segments and multiple products out of a single CMOS solution. Then as we go from one product to the next leveraging as much of the IP from one area to another, so that's an important part to be able to drive product momentum and to drive expansion of the portfolio efficiently from our R&D expense.

Then if you look at the markets that we are going after, we are really targeting broad-based markets that are stable, that we think that we have got a competitive advantage long-term that we've got the ability to do integration, the ability to sustain that over a long period of time and a lot of o the markets that we are going after have longer product life cycles and we will have products that have 5 to 10-year life and that enables us to drive our R&D and the new product introductions into growth as opposed to replacing the existing business that we have. If you look at the portfolio of our products now and where we are investing, the sustainability of that helps us drive growth and also drives a higher level of stability of the business.

We drill in a little bit further into our product lines; we really break this into three categories. We've got our Access business, which is our more of a legacy business and voice-over-IP, fax, point-of-sale and that's essentially a stable business going forward. It's about 20% of revenue in Q2, and on a $1 basis you can model that as being fairly stable over time. We've seen some decline on the modems and set-top box applications and that's largely behind us, so the voice-over-IP and the remaining modem business is stable.

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