Question: "is your historical level of unit growth enough to fill the CapEx you are putting in and what gives you confidence that you can even have that same kind of historical level of unit growth?"
"I think it is and I think that we have line of sight into what our customers are designing around Haswell, which is this year's innovative new core product and Broadwell, which is next year's. We know the specs on those; the customers know the specs on those. I've seen the prototypes of the industrial design. They are really exciting products. Our customers have not had this level of performance and this kind of form factor before. So, to some extent, we are (range) predicting that that level of product will generate sufficient excitement to keep the client growth going. We're not – in any of our numbers – in none of our numbers are we projecting an inflection point, upwards or downwards. We see renewed growth around these new form factors."