We`re well positioned in the hottest electronic markets out there '“ wireless, digital TV ... there isn`t a semi company out there that has the position that TI has in digital TV. We`re just in some hot areas that are driving a lot of strength.
Demand has been strong, generally stronger than what we had expected back in January.
Asia certainly is driving a lot of the strength we`re currently seeing,
We`re just in some hot areas right now that are driving a lot of strength. We`re not dependent on an exceptionally strong September to deliver the guidance we just gave.
We`re well positioned in the hottest electronic markets out there '“ wireless, digital TV ... there isn`t a semi company out there that has the position that TI has in digital TV, ... We`re just in some hot areas that are driving a lot of strength.
From a revenue standpoint, we feel great.
We`re coming into the heat of the holiday season and we`re not seeing any discernible changes. Most of our customers are bullish.
In semiconductors, growth is expected to be broad-based across nearly all product categories.
I can`t say when we`re going to be exactly on top of delinquencies, but in general we are making progress.
In wireless, we`re aligned well with the players taking share. That`s certainly benefiting us.