Marvell's ASIC Design Work Is a Compelling Idea

The Lincoln thing, Flarbelle is particularly attractive and has a real window here where they're going to show. We think over the next few quarters, people are going to begin to really focus in on how this transition in the data centers will really materially benefit Marvell. So we're very positive there. It's also super well managed and we know the team exceptionally well and we just think it's a very compelling idea right now. And then not to get too bullish on Marvell here, but as you think about semiconductor cycles and what happens under the hood,. There are cyclical industry, they go through over supply, under supply and pricing dynamics. Many of the companies that