Joe Quatrochi

“You know, you talked about accelerating demand, you know, and seeing green lights, flashing green lights for demand and obviously solid design win activity. Can you help us understand, you know, I think last quarter you talked about maybe, you know, some delinquencies increasing and just tight back end capacity.”

“Maybe just kind of understand the supply constraints that you're seeing in the first half. Any way that you can kind of help us understand just, you know, what could growth has potentially kind of been first half or second half if you didn't have those supply constraints?”

“Maybe just to follow up on that, is there any area of your supply chain where, you know, you're pushing suppliers maybe that could be a potential area of shortage, or do you feel like there's available capacity to continue to kind of support the growth you're talking Well, I think that we don't have any line of sight…”

“Maybe just to follow up on that last kind of train of thought on the IT business, I mean, are we to think about, you know, you looking at different business models in terms of royalties and things of that nature, similar to some of your competitors.”

“I was wondering, I think you talked about, you know, starting to see some areas, increasing areas of shortages and needing to refill inventory.”