Atmel Corporation (ATML) featured company in Wall Street Transcript
2010-08-23 10:36:56
Steven Laub, President and CEO of Atmel Corporation (ATML), talked to the Wall Street Transcript about his company Atmel Corporation Click here to read the complete interview.TWST: Please begin with a brief historical sketch of Atmel Corporation and a summary of whats going on now.
Mr. Laub: Historically, Atmel® was focused primarily on memory products, particularly flash memory. Its growth from the mid-1980s through the late 1990s was primarily from memory products. The company began a very substantial business and product diversification as it pursued new growth drivers. I joined the company as President and CEO in August of 2006, and we dramatically changed our strategy at that time to focus on a few core product lines. Specifically, we began to focus on microcontroller and microcontroller-related technologies as the core business for the company. This led us to exit approximately 15 different businesses and product lines between early 2007 and the current time frame. We have also moved away from commodity markets and are now focused on more proprietary product markets to raise the growth rate and profitability of the company. A major impact of that is now being demonstrated in our financial results, as illustrated in the Q2 2010 financials that were just published on Aug. 4, 2010.
Click here to read the complete interview.
iSECUREtrac Corporation (ISEC) featured company in Wall Street Transcript
2010-07-15 17:32:12
Peter A. Michel, President and CEO of iSECUREtrac Corporation (ISEC), talked to the Wall Street Transcript about his company iSECUREtrac Corporation Click here to read the complete interview.TWST: Give our readers a thumbnail sketch of iSECUREtrac. What is the company's mission?
Mr. Michel: iSECUREtrac Corp. (ISEC) provides a suite of electronic monitoring systems, including GPS tracking, remote alcohol monitoring, house arrest systems and biometric voice verification, as well as client management software and intense monitoring services for use in community supervision. The data provided by the company's equipment and software concerning a client's location and status better enables effective compliance management and positive behavior modification. So at a high level, we are in the business of assisting our public agency customers in their community corrections activities. But at a macro level, we help individuals make better choices about their behavior and significantly reduce the cost to society of overall community supervision, both of which have a very positive impact on society.
Sprint (S) Suffering From Market Saturation In Telecom Sector?
2009-11-11 17:37:17
TWST: You mentioned saturation in the market. Are we at market saturation in this sector?Mr. King: Certainly these segments themselves are still growing, but growth has slowed significantly over the last several years. From an industrywide perspective, wireless net adds have fallen off by several million from their peak on an annual basis. You have carriers like Verizon (VZ) and AT&T (T) that continue to do well. But more and more, they are doing it at the expense of carriers like Sprint (S) that continue to lose postpaid subscribers. So from an industry standpoint, there is still growth, but it's certainly much slower growth than it has been in the past.
CHRISTOPHER C. KING is a Senior Telecom Services Analyst and Principal at Stifel Nicolaus, where he covers telecommunications and cable services firms. His current coverage universe consists of rural local exchange carriers (RLECs) as well as Regional Bell Operating Companies (RBOCs), in addition to a focus on Latin American and national independent wireless carriers. Mr. King joined the Legg Mason telecommunications equity research team in January 2001. He was an Equities Trader and fixed-income Analyst with Wachovia Bank and Allfirst Bank. Five years prior to joining Legg Mason/Stifel, Mr. King was a Financial Analyst with Allfirst in the company's brokerage and capital markets groups. Mr. King has a bachelor's degree in politics and economics from Wake Forest University and an MBA with a concentration in finance from the University of Maryland.
Read more of the interview with Mr. King and other Telecom sector analysts.
A Positive Outlook for Data Services
2009-09-03 09:42:11
The title says it all. In a recent interview with Colby Synesael Senior Analyst Kaufman Bros., L.P. as part of our Data Hosting & Data Storage Services Report. Here is his take on the group;Mr. Synesael: I'm positive on the group. Out of the four subsectors I cover within telecom and data services, the two that I'm most favorable on are neutral co-location providers like Equinix (EQIX) and Switch & Data (SDXC), as well as managed hosting providers like Savvis (SVVS) and Terremark (TMRK). In terms of why I'm positive, from a modeling perspective, I like the fact that they're recurring revenue-based models. I think that that gives a lot of visibility for shareholders.Make sure to follow us on Twitter for exclusive content
Best of Breed Technology - Monolithic Power (MPWR)
2009-09-01 13:05:19
Our current Semiconductor report contains a roundtable discussion with Dan K. Scovel of Tokeneke Research LLC, Kevin D. Vassily of Pacific Crest Securities and Patrick Wang of Wedbush Morgan Securities. According to Patrick Wang the top of his list is MPWR;Mr. Wang: When I think about best-of-breed technology, I think about a company called Monolithic Power. It's my favorite small cap name. Hopefully it'll graduate to mid-cap sometime soon. It[s one where these guys have just a very, very compelling, very cost competitive and performance competitive process technology, which allows them to essentially build chips that are cheaper, smaller and faster than a lot of the competitors out there.Other companies mention in the rountable include: Intel (INTC); Micron (MU); Microsemi (MSCC); STEC (STEC); National Semiconductor (NSM);Texas Instruments (TXN); ON Semiconductor (ONNN); Linear Technology Corporation (LLTC)
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