The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Eric, I was curious, when we go through the results and how earnings kind of held in there despite the weaker revenue, it looks like a combination
of tax and the noncontrolling interest were the big drivers there. Maybe you can talk about each one. On tax, why did it fall as much as it did?
And then on noncontrolling, do the China percentage fall quite a bit? And if that's the case, is the profitability in China not where you want it to
be quite yet?
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: So maybe to summarize, when you do projects in North America or outside of Asia, the tax rates are better and the profitability is better?
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Okay. Great. And a couple more here. So I noticed that SG&A was up quite a bit quarter-over-quarter despite the revenue dip, maybe a little color
there?
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Okay. I guess that leads me to my next question. Any update on the General Counsel dismissal? And does that have any impact outside of the --
(multiple speakers)
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Okay. And then just one broad question. When you look at the margin structure on the mature -- the mainstream business and how, over the last
few years, it's run nicely. It kind of peaked maybe a year ago. Is the mainstream business still healthy from a price point of view? Or has the softness
in the overall transaction run rate put it back into kind of sequentially declining on an annual basis?
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Okay. Great. And then I don't know if Chris is on the call, but I do have a kind of a technology question.
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: So I guess two things. First, are you seeing any -- or what do you think the longer-term impact is, if any, of Apple canceling its micro display project?
And then how do you see OLED ramping into flat panels of a larger size over time?
Question: Tom Diffely - D.A. Davidson & Co. (Research) - Analyst
: Okay. And I assume that you have a bit of a technology advantage over some of your newer peers in that space as well?
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