Question-and-Answer Session
Operator
(Operator Instructions). Our first question is from the line of Anthony Stoss from Craig Hallum.
Anthony Stoss - Craig Hallum
Hi guys. A couple of quick questions. Tom, did you say you're fully booked to the bottom-end of your guidance?
Thomas Shields
That's correct, Tony.
Anthony Stoss - Craig Hallum
Okay. Mario, last quarter you talked about WiFi design activity in the handset. And you said you had something cooking for second half of '09. Could you give us a bit more detail, perhaps what expect timing wise on that?
Mario Rivas
Yes. No, its we're still working with our partners. No, it's a -- we have to match it up with the chipsets that get supply to the different OEMs. And it will be a matter of product introduction and who gains the design win.
What we have observed in OEMs is a slightly push on the introduction of new designs. So at this point, I'm not able to give you any firm guidance of timing.
Anthony Stoss - Craig Hallum
It's nice to see Samsung coming back as a 10% customer already. Could you help us understand, I guess, a little bit more detail on design activity with them? I mean, kind of the ramp in Q3 and whatever information you might provide for Q4 et cetera. What gives you the confidence that the returning to the normal Samsung of old?
Mario Rivas
Well, it's up. I've said it before, and I'll say it again. This is the matter of execution in our part, right? So, we were able to serve them well in the second quarter.
Frankly, when you analyze the revenue with our design wins are starting to pay dividends even in the second quarter, with half of the revenue coming from new designs and half coming from established design. So in some cases, we replace some of our competitors and short order lead times that they ask us to support. And we were more than happy to do it.
So my guidance continues to be the same. That by the end of the year we should have between one-third and one-half of the peak, because I believe we have reengaged and we have there confidence and we need to climb this mount, by showing execution and delivering on time quality.
Anthony Stoss - Craig Hallum
Okay. Anything new to report on your business with Intel, perhaps any thoughts you might have on share or any upcoming platforms in Intel, how you think you might fare share wise on the wireless LAN side?
- To read the full transcript on Seeking Alpha, click here »




