While the computation sector is down, all other sectors including wireless and consumer continue to thrive. This increase drove the sales of such products as flash, digital signal processors, application-specific products and analog.
The sales increase was dominated by a record 82.4 percent sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted,
The biggest surprise is that the increase in energy cost didn't impact us at all.
As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.
For the first time since the September quarter of 2000, Asia Pacific sales had a modest increase on a sequential basis reflecting improved supply-demand balance in the PC market,