Recent Reports


2012-01-23: Wireless Communications & Telecom Report
4 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-12-05: Semiconductors Report
6 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-10-17: Internet Services Report
4 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-09-19: Data Hosting Centers & Data Storage Report
5 leading Analysts; and top management from 3 Sector Firms examine this industry.
Order this Report
More Information

2011-07-25: Electronic Components Report
5 leading Analysts; and top management from 7 Sector Firms examine this industry.
Order this Report
More Information

2011-06-13: Semiconductors Report
9 leading Analysts; and top management from 9 Sector Firms examine this industry.
Order this Report
More Information

2011-05-16: Wireless Communications & Telecom Report
6 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-05-02: Data Hosting Centers & Data Storage Report
5 leading Analysts; and top management from 2 Sector Firms examine this industry.
Order this Report
More Information

2011-04-04: Internet Services Report
6 leading Analysts; and top management from 6 Sector Firms examine this industry.
Order this Report
More Information

2011-03-07: Business and Application Software
8 leading Analysts; and top management from 11 Sector Firms examine this industry.
Order this Report
More Information

2011-02-21: Alternative Energy Report
9 leading Analysts; and top management from 4 Sector Firms examine this industry.
Order this Report
More Information

2010-12-06: Internet Services Report
4 leading Analysts; and top management from 8 Sector Firms examine this industry.
Order this Report
More Information

2010-10-18: Data Hosting Centers & Data Storage Report
8 leading Analysts; and top management from 2 Sector Firms examine this industry.
Order this Report
More Information

2010-10-18: Application Software & Transaction Processors Report
4 leading Analysts; and top management from 4 Sector Firms examine this industry.
Order this Report
More Information

Search TWST Online

TWST Newsletter

Give us your email address and receive the TWST Newsletter.


Company Interview Excerpt
ALAN KROCK - INTEGRATED DEVICE TECHNOLOGY INC (IDTI)


Full article published: 05/04/2001


For Subscribers

Get this article online now!

Order just this article
TWST: Would you provide our readers with an overview of Integrated Device Technology (IDT)?
Mr. Krock: The company is focused in several high-growth, communications-oriented markets. The largest portion of our sales, 46%, is derived from the network infrastructure market. The largest customer within this segment is Cisco Systems. After that, 20% of our sales originates from wireless base stations. We do not have any handset exposure. In addition, 7% of sales is generated by network access. Outside of the pure communications network, IDT also serves storage area network markets, which account for about eight percent of total sales. These are the largest sectors of the markets that we address. Over the past few years, the company has narrowed its focus to address the communications infrastructure markets. Currently, IDT is participating in markets where it can be a leader, or has an opportunity to become a leader over time. This focus reflects a different philosophy than people would have previously associated with IDT several years ago when it was primarily focused in the multi-source memory and x86 markets. The x86 portion of the business was sold to VIA Technologies of Taiwan and the SRAM portion of the company has been dramatically narrowed in scope. These changes have allowed IDT to focus on the communications infrastructure markets.

TWST: Will your source of revenue continue to be in IP routing in the communications sector?
Mr. Krock: Yes, that's going to be the largest share, although certainly, wireless base stations and storage area networks are generating a lot of hardware sales, and IDT's components play important roles in the leader systems there.

 

Tickers included in this excerpt: IDTI

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.