It was a solid in-line quarter. Expenses were a bit lighter than expected and that's what gave them the beat.

With the biggest dissident shareholders in favor of the new deal, we expect the transaction to be consummated without further disruptions.

The stock is really hard to call right now because it's still expensive. To get excited about it you've got to believe that there is another shoe to drop for one of the big drugs.

They've got until Thanksgiving or mid-November.

Although demand was about what we expected during the quarter, the average selling prices for our DRAM product line were lower than we planned. DRAM selling prices were under pressure, especially in November and December.

The quarter is proceeding essentially as expected.