Chris Caso

“I guess our first question, if you could address the CapEx and the fab construction CapEx, the construction CapEx as compared to the tool purchases. And what I seem to hear in the comments is that the construction CapEx was increasing faster.”

“I guess the first question would be with regards to some of what you said on pricing, and you did talk about some pricing actions. Could you elaborate a bit on what you're doing there?”

“My question is on QTL, and it does look like QTL revenues have held up pretty well despite the decline in the market. Do you expect that to continue, and are the QTL revenues held by any way by some of the price increases that your customers have had to implement?”

“Just a follow-up question with regard to what you had said on pricing. And when pricing was starting to move higher during the last cycle, you guys were very specific about it being neutral to gross margins.”

“I guess the first question would be about the ED segment. And if you could talk about the growth on merchant solutions versus ASIC solutions this year and, you know, what you're expecting with regard to content.”