Cabot Microelectronics Corporation F4Q10 (Qtr End 09/30/09) Earnings Call Transcript

  • download
  • Print
  • Recommend
  • 0

2009-10-22 11:03:08.0

Tags: Microsoft ASP, Deutsche Bank AG, Call Transcript, Earnings, D200, Scripting Languages, Software/Web Development, Web Development, Seeking Alpha, Cabot Microelectronics Corp.

Question-and-Answer Session

Operator

(Operator instructions) And our first question comes from the line of Steven O'Rourke with Deutsche Bank. Please proceed.

Steven O'Rourke Deutsche Bank

Hi good morning. Thank you for taking my call. Couple of questions. First, could you give an indication of what ASPs did last quarter and how you think they trend in Q4, and then I have a follow-up question on the pad business?

Bill Johnson

Steve, our ASPs were up 2.5% sequentially, driven by three equal factors, higher prices, a more favorable product mix, and foreign exchange rate changes. If you look at the full fiscal year 2009, ASPs were roughly flat with fiscal 2008.

Steven O'Rourke Deutsche Bank

Okay. And with respect to the pad business, you talked about the D200 new product that is sort of an alpha testing now, when would you expect initial qualification and initial revenue? Is this intended to supplant the D100 product line, and is it substantially different such that it could maybe accelerate penetration?

Bill Noglows

Steve, this is Bill, the other Bill, Bill Noglows. You know, D200 is a technology that allows, what I would describe is a broader and more flexibility to serve our customers’ needs. It gives us the ability, as I said in my prepared comments, to control the porosity and hardness of the pad. And so, we think it will find its way into applications where maybe the D100 is and as strong as we like it to be. You know, I was – I got out a little in front of D100 when we were working to commercialize that pad and I am not going to sort of make any forecast or predications about D200. I think it’s very early in that development process for D200. We are doing what we always do, we are being very deliberate, I mean, very thoughtful about the way we bring the product to market. We like to bring technologies to market that are relatively robust and hopefully we are doing the same thing with D200. That being said, we are out there alpha sampling with a couple of our strategic customers and so far, we are very optimistic about the technology and its applicability in several CMP polishing applications.

Steven O'Rourke Deutsche Bank

Fair enough, and one last question on the pad business, you talked about very strong penetration with customers in Taiwan for the D100, can you talk about outside of Taiwan?

 

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