Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Richard Shannon from Northland Securities.
Richard Shannon - Northland Securities
I apologize, I had a couple of calls going on at once here, so I didn’t hear all of your prepared comments, so hopefully I don’t repeat too much. I have a question about the guidance for the third quarter. I am curious as to how this plays out between your Mill Arrow products and other and I kind of want to get your sense on how Flash should go with it as well.
John East
Okay, well we had a pretty good quarter in Flash, the quarter we just finished the net dollars were up when most of our other lines, in fact all of our other lines, were down. So, you saw the percentage of Flash shipments jump quite a bit. It went from 24 to 29. This quarter would normally be the consumer quarter because Christmas is coming up. What we have seen in our consumer Flash business is that the customers that were so big a year ago have dwindled away. Not to nothingness, but to much smaller numbers and a new set of guys have come on.
The new guys, by the way, are bigger, better-known names so we take some comfort in that. But in general the consumer products that we’re having success with right now aren’t really Christmas type of products. They are not ones you would tend to get in your stocking. They go more in the direction of printers and set top boxes and things like that. So, my gut feel is that Flash will be round figures flat this quarter and I would expect it to take a move up again in Q4.
Since our guidance was for just a little bit of flat that works out to the percent Flash I would expect to stay right around where it was which was 29%; which was, by the way, a record high for us. We only had one other quarter in history where it was that high.
Did I pick up your question Richard?
Richard Shannon - Northland Securities
Yes. My follow up question is in response to your comments about design win activity in the second quarter being very good; I have a multi-part question within that. I would love to get a sense of which end markets you are seeing some of that design activity coming from and also with the time frame we might see some evidence to that on the revenue line. Is that within a couple of quarters, kind of mid next year? Just maybe a sense of when we should see the excitement of what you have seen just from a design activity point of view this quarter.
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