Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.
You are entering a seasonally softer period, so you don't want to have inventory at a worse level in December than where you were exiting the September quarter,
Chip stocks are testing trough valuations but if we have a seasonal pickup the downside is somewhat limited. But if you don't get that seasonal pickup, then chip prices drop and inventory gets dumped in the channel. That's when havoc ensues.