Ross Seymour

“Question on the gross margin side of things. I know, Kirsten, you talked about it going down due to the mixed dynamics within the semis versus the software side.”

“You mentioned earlier about the auto side growing faster than the end market itself. I think you said that end market would be 10% to 15%. In the past, you've given full year, fiscal year revenue guidance.”

“I want to go to the interconnect side of things. Matt, you talked about the growth rate going to, I think, over 70% this year. If I recall right, it was the beginning of this year, 30%, and then 50%, and now 70%.”

“I guess my first one in the near term, on the consumer segment i know you split the kind of air conditioning versus the white goods side but the appliance market you know doesn't sound so great to put it mildly if you listen to whirlpool and others so when you say that's sub-seasonal in the second quarter what do you…”

“I guess the first one on the core IoT side of things, in the near term, it looked like it was a little weaker than you expected in the March quarter, but seems to be gaining that back in June.”