Kevin Cassidy

“And going back to the shortage on the memory side, and you've got near-term visibility, but I'm wondering on the designs, you know, a lot of your customers are the market out there is probably dominated by a GPU-based embedded product that uses much more DRAM than yours would.”

“And, you know, I guess just to understand, could you help us understand a little better about the customer delaying their purchases? You're saying their end markets aren't moving as quickly.”

“You had mentioned about a large company bringing their wireless design in-house rather than buying someone else. Is that a trend you're seeing longer term? Or maybe you could talk about the trend you're seeing for more integration of technologies vertically within your customers.”

“And maybe just along those lines with Rev. 8, were there any orders that you couldn't ship for the quarter because Rev. 8 wasn't available? Or let's say even for this quarter in the guidance, is there potential that if you could make more, you could guide for a higher revenue?”