Applied Micro Circuits Corporation F3Q09 (Qtr End 12/31/08) Earnings Call Transcript

  • download
  • Print
  • Recommend
  • 0

2009-01-29 19:40:36.0

Tags: Segment, Call Transcript, Earnings, Applied Micro Circuits Corp., Wireless, Enterprise Printing, Wi-Fi, Wireless And Mobility, Seeking Alpha

Question-and-Answer Session

Operator

(Operators instructions) And we’ll go first to Sandy Harrison with Signal Hill Research.

Sandy Harrison – Signal Hill Research

Thanks for taking my questions and best of luck to you, Kambiz.

Kambiz Hooshmand

Thank you.

Sandy Harrison – Signal Hill Research

Just to kind of hit on a couple of points for the clarification, typically, these environments where you can grab that market share that you have talked about and you eluded in the storage space, some of the competitive landscape. You guys have introduced a number of products for a couple of different markets, so maybe you could spend a quick second and update us on the competitive landscape of the three sectors so that we can keep an eye out on where you guys are having success and the customers that are going to represent your growth going forward.

Kambiz Hooshmand

Thanks Sandy for the question. In the processor segment, as I mentioned before, we continue to win key designs in platforms in the enterprise switching, in the control plane processing of enterprise switching. We continue to win key designs and some of those are already starting to ramp in wireless access points for the enterprise wireless segment. We continue to win designs in wireless infrastructure and we continue to win designs in telco wrapping in our overall telco presence to win the control plane processing.

Some of the new segments that we have entered just in the past quarter is enterprise printing. We had a key design win that I mentioned to you and we’re going to use that as a platform to unravel the rest of the business within that account and we have two target accounts within the enterprise printing, this is one of them. There’s a second one that’s in the works. These two together own a significant portion of the enterprise printing segments. So, overall I am extremely pleased with the progress that we are making in the processor segment relative to our competition.

Also the longstanding effort that we’ve had with moving towards a high-speed core depth space in TSMC with a higher gross margin potential, much higher gross margin potential, is coming to fruition. So I am very extremely pleased with that. Moving into the transport area, it’s been always about 10-gig connectivity both in the carrier office and in the data center, and in both areas we continue to win key designs.

 

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