- TWP says they were recently surprised to see Volterra (NASDAQ:VLTR) parts on multiple high-end Conroe desktop motherboards. Although volumes are likely to be small in 4Q, in the tens of thousands of dollars, according to firm's contact, the high-end boards are currently in production and shipping. Penetration of this socket serves as solid confirmation of Volterra's superior performance and efficiency in high-end applications.
Volterra management has not focused on desktop when discussing growth opportunities. While they believe it is unlikely that Volterra will enjoy material contribution from desktop in 2007, they are hopeful that as performance requirements become more challenging, following the trajectory of server, graphics and notebook, desktop may emerge as a fourth significant end market.
Volterra's industry leading products lead the way for "digital power". TWP believes Volterra's unique approach to voltage regulation with a highly integrated mixed-signal solution allows the company to address high-end sockets (i.e., VR11, high-end graphics, etc.) at compelling price points. They expect Volterra to continue innovating and paving the way for "digital power" with ensuing product generations.
Reiterates Outperform
Notablecalls: Not actionable but good to know category.
Volterra management has not focused on desktop when discussing growth opportunities. While they believe it is unlikely that Volterra will enjoy material contribution from desktop in 2007, they are hopeful that as performance requirements become more challenging, following the trajectory of server, graphics and notebook, desktop may emerge as a fourth significant end market.
Volterra's industry leading products lead the way for "digital power". TWP believes Volterra's unique approach to voltage regulation with a highly integrated mixed-signal solution allows the company to address high-end sockets (i.e., VR11, high-end graphics, etc.) at compelling price points. They expect Volterra to continue innovating and paving the way for "digital power" with ensuing product generations.
Reiterates Outperform
Notablecalls: Not actionable but good to know category.
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