Question-and-Answer Session
Operator
Thank you, sir. (Operator instructions) And our first question comes from the line of Raj Gill. Please state your company name.
Raj Gill – Needham & Company
Yes. This is Raj Gill from Needham & Company. Congrats on the good quarter. Just a question on the December outlook. Any sense of what you could provide for the rev mix between the mobile phone and the PC business? Any sense of what the traction in going quarter-over-quarter? And if you could also comment on some of the competitive dynamics – you know, clearly probably you’d be hearing a lot of noise out of your other major competitor. Wanted to talk about market share relative to the overall growth of the markets.
Kathy Bayless
Hi, Raj, this is Kathy. I’ll start with the first part of that question. In looking at the December guidance, what we are looking at is really solid growth from the mobile side of the business within the entire non-PC segment of the business. And also when looking at the PC side of the business with our leading share, we expect to track with market trends.
Tom Tiernan
Yes. Just to add to that, Raj, and to give a bit more color on market share, in notebooks, let me start there, as I mentioned in the prepared remarks, our share has grown over the past number of quarters and we are now hovering in the 65% to 70% range. We obviously are going to track the market at that level of share and have modeled that into our December guidance and beyond. In terms of the handset category and the competitors you are mentioning and all the noise out there, frankly we don’t see a major ship in the business models. Our strategy has been and continues to be to offer a portfolio of ways of engaging with us in terms of how we fulfill a product. And we’ve accommodated that and built that into the guidance, both in the December quarter and into our second half outlook.
Raj Gill – Needham & Company
Okay, excellent. And just one quick question on the pricing, any comments on what you saw pricing quarter-over-quarter or pricing – what pricing was, say, six months ago on the modules? And was there a – any mix shift to chip only in this quarter and what you are seeing in kind of the next couple quarters?
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