We've seen the same movement (as Philips). We think this quarter is the bottom.

The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.

When a company has such a strong product cycle coming, there are years of momentum that you enjoy.

The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.

TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.

Crusoe is not the chipset that's going to drive meaningful growth.