Lattice Semiconductor Corporation Q2 2008 Earnings Call Transcript

  • download
  • Print
  • Recommend
  • 0

2008-08-08 05:46:15.0

Tags: Lattice Semiconductor Corp.

Question-and-Answer Session

Operator

(Operator instructions) Our first question comes from James Schneider. Your line is now open.

James Schneider – Goldman Sachs

Good afternoon. Thanks for taking my question. And welcome, Bruno. First of all, could you address your future revenue outlook in terms of the growth or decline you are expecting by end market please?

Jan Johannessen

Yes, I can do that. So we expect – in the communications markets, we expect that to continue. We saw strength in wireless and wireline, and expect that continue into Q3. However, given the state of economy and the China Olympics, we would expect that markets to be lumpy, more lumpy than usual and turns dependent. Computing, we saw strength in stores, as I said earlier, and we expect to see – Hello? Anyway, we saw strength in stores, as I said earlier, and we expect growth in data processing and service later in the year. Consumer, we expect continued growth in Q3 as we benefit from the non-vol production ramp of a major OEM as well as other new products. And industrial and military, we really don’t have enough visibility to comment, but expect industrial may be soft this quarter because of Europe’s seasonal pattern. So that’s basically what we are seeing right now.

James Schneider – Goldman Sachs

Okay. Fair enough. And then secondly, could you talk broadly about the quarter patterns you are seeing from distribution across various geographies so far in the month of July here, given the slowdown you saw in June?

Jan Johannessen

Yes. So – resale for the distribution in the beginning of the quarter looks reasonable. We haven’t seen a drop-off or any major pick up. It seems reasonable. Book-to-bill so far this quarter is well above 1. And bookings for the quarter is just slightly below last quarter.

James Schneider – Goldman Sachs

Okay, thanks. And then finally, could you talk a little bit about the magnitude of sales from the consumer design wins you mentioned that you are expecting in the back half of this year?

Jan Johannessen

We have a number of designs in the consumer space. We have one major one and that will ramp into production in Q2 – I mean, in Q3 and continue into Q4. That’s really all we can say about it, but it is the major design. We expect significant revenue from that design-in. I don’t want to go into specific amounts.

 

BNET TalkbackShare your ideas and expertise on this topic

Please add your comment:

  1. You are currently: a Guest |
  2.  

Basic HTML tags that work in comments are: bold (<b></b>), italic (<i></i>), underline (<u></u>), and hyperlink (<a href></a)

advertisement
advertisement
  • Click Here
  • Click Here
  • Click Here
advertisement
Click Here