This Day On The Street
Continue to site
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

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

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.

Read the rest of this transcript for free on seekingalpha.com

3 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
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 17,950.95 -119.45 -0.66%
S&P 500 2,090.69 -23.80 -1.13%
NASDAQ 4,944.5360 -72.3930 -1.44%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs