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.
I can't say when we're going to be exactly on top of delinquencies, but in general we are making progress.
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.
We're coming into the heat of the holiday season and we're not seeing any discernible changes. Most of our customers are bullish.
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,
In wireless, we're aligned well with the players taking share. That's certainly benefiting us.
In semiconductors, growth is expected to be broad-based across nearly all product categories.