Question Oct 2020 earnings call: First question relates to Huawei. I just want to confirm that — can you talk about whether you are continuing to ship to Huawei and what is included in your December quarter guidance? It looks like your competitor may have stopped shipping maybe back in middle of September. And do you think you are seeing some benefits of that in your December quarter?
CEO: I think, if I go back five or six quarters now, we’ve been talking about how demand has been fairly disruptive, particularly in China. And there is a lot of reasons for pulling in or pushing out demand, different projects that people are doing, financial planning they might be doing. We really focus on the end market demand, and what’s — that’s how we construct our guide.
Q Jan 2021 earnings call: I know I asked this question last quarter on Huawei. But given the current restrictions on the shipment to Huawei, does that change the way you think about the total addressable market for this calendar year for nearline drives?
CEO: I think that the market demand globally will not change on how it's ultimately serviced. So if that answers your question. So the net demand for data storage products is out there and it will get serviced by one customer another or by one supply chain or another and these are very, very complex supply chains.