....and the recent channel check showing increasing volume in China isn't even a directional breeze in your book? Go back a re-read the CC. Increasing market share on the comp. reduced exposure to NOK....all in the face of increasing demand in China oh, and I think we'll find out here in the US as well! Add this to all the product wins...and the fact that OEMs are faced with a chip shortage spells out increased demand exceeding forecasts for a questionably slowing economy....where auto sales are on an upward curve and so are cell phones and gadgets! I fail to see your point and expect to hear about second half 2011 in the next cc, don't you?