Wednesday, November 12, 2008

Tessera Q3 2008 Earnings Call

Seeking Alpha publishes Tessera Q3'08 Earnings Call transcript. Interesting quotes from the call:

Hank Nothhaft, President and CEO:

"the wafer-level packaging, wafer-level optics, and wafer-level camera, the average amount of time to get in production and revenue varies according to the nature of the licensee’s facility, their experience, and the technologies being licensed. If a licensee has an existing facility, it can take up to one and a half to two years after licensing for royalties to start. If the facility needs to be built from scratch, it takes longer, up to an additional six to nine months. For technologies like our smart optics, it can take one to one and a half years from licensing to royalties."

"In wafer-level packaging, during the third quarter, we announced the second licensee of our SHELLCASE MVP technology, AWLP, based in Seoul, Korea."

"Our first SHELLCASE MVP licensee, Nemotek, is scheduled to be sampling customers in the first quarter of 2009."

"Our first example of our technology integration comes through our product launch services, which we announced on September 22nd. These product launch services offer a combination of technology and resources from our Tel Aviv and Charlotte facilities."

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