As texting, broadband, and other services were rolled out, network operators began to demand that handset vendors build the phones they thought would sell.
To the extent 2011 sees lower year-over-year growth than originally forecasted, we would expect to see that demand pushed into 2012, because of the fundamental drivers, from the standpoint of expansion of networkservices, the cloud and new applications for NAND flash memory in PCs will continue to evolve and drive the industry.