Sep 09, 2021 / 06:30PM GMT
Ross Clark Seymore - Deutsche Bank AG, Research Division - MD
Good afternoon, everyone. We're ready for our next keynote speaker. We're very honored to have Hock Tan, the President and CEO of Broadcom, here with us today. So Hock, thank you very much for participating, overall. Sorry that it's still virtual, but makes you productive today that you don't have to have any drive time.
Questions and Answers:
Ross Clark Seymore - Deutsche Bank AG, Research Division - MDOverall, I just want to talk about some macro factors before we get into Broadcom-specific dynamics. You had a very interesting view on the semi industry for many years about the maturity of the industry, the cyclicality, the consolidation that you've led into -- the consolidation you've been a leader in, I should say. As you look at the business right now, do you believe some of the cyclicality is actually changing and then some of the demand that we've seen during the COVID times is actually creating a sustainable step upward? Or are you still adherent to the market being pretty much as
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