Fundamentally, last year's headline net income of $118.6 million looks like an enormous jump, but two one-time items flatter it. A $45 million patent settlement we paid out — we were the defendant, so the money went out — and a $24 million tax benefit from reversing a valuation allowance. Strip both and underlying operating income was $81.8 million, against a small operating loss the year before. Revenue up 13.5% to $407.7 million, gross margin restored. The recovery is real, but the right way to read the profit line is as a cyclical recovery off a weak base, not steady-state earning power.