UTStarcom, Inc. Q2 2008 Earnings Call Transcript

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2008-08-06 20:02:35.0

Tags: UTStarcom Inc.

Question-and-Answer Session

Operator

(Operator Instructions) Your first question comes from [Steven Kaufler – Con Royal].

[Steven Kaufler – Con Royal]

You probably didn’t get any questions just because you gave so much information which is great. It’s everything we need but it’s a lot to absorb so if you don’t mind I’d like to get this into a little bit bigger chunk, you went over all of it but if we could just think of the business in three parts and then two timeframes. The three parts are ongoing handset business, infrastructure not including [pass] and pass infrastructure. Do you have it handy to look at the major metrics on those two businesses for Q2 and for the Q3 guidance?

Francis P. Barton

I think because path and infrastructure are mixed in MCBU and handsets bridges two segments it would be a reorganization. I think we could say is some of the pieces, for example if you took handsets for pass first and say that pass business will be declining from Q2 to Q3 and probably beyond that as well. I think everybody already knew that. The other half of handsets is our CDMA handsets which is actually growing from Q2 to Q3 and that’s a growing business.

[Steven Kaufler – Con Royal]

Do you have the levels handy, Fran, or is that not available at the moment?

Francis P. Barton

No I probably don’t have.

Peter Blackmore

We break it out slightly differently so we’re not being really obtuse but the way we break it out is China, international and the Korea TBU and in China we have handsets in China as well as the infrastructure in China. International attends just with the infrastructure. Korea TBU is separately sold to the new stand alone PCD and we also break it down by the business units like [inaudible] so we don’t quite do it as you’re asking.

[Steven Kaufler – Con Royal]

Maybe I could go offline with Barry and/or Fran.

Peter Blackmore

[Inaudible] work and share it with you.

Francis P. Barton

I think the big pictures though are the pass infrastructure your third category is something that’s declining over time and will continue.

[Steven Kaufler – Con Royal]

But I thought I heard you say that you expect that to go up in Q4. Did I hear that right?

Francis P. Barton

I don’t think we made any comments about pass infrastructure specifically.

 

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