But that’s kind of where I would couch it for the time being on a combined basis. In terms of routers, when does it recover? I think that this is temporary. Routers did not see that big of a blip, big of a ramp-up during the COVID cycle. There was a little bit of increased demand during the frothy buying cycle but not extreme not like we saw with modules. Modules is little bit more problematic because you had some 3G cut-overs. And you had a bit of a panic that ensued in terms of modules and so there was a lot of double ordering out there and that’s why we have a bit more of an inventory pile up. So modules going to take us a little bit longer to work through. Having said that, I still like the fact that we’ve got a couple 100 million let’s say, over a couple of 100 million pipeline increase this quarter due to just the legislative discussions that are going on in terms of who goes on the entity exclusion list.
So to me, that’s a nice opportunity. It really does equal market share gain and it could result in a significant drawdown of inventory in North America and EMEA as we gain market share. So that’s kind of an optimistic view of the world. We are going to attempt to go out there and capture those sockets as best we can. And then I think routers in terms of those fire safety applications, we’ve rolled out a couple of new platforms, new products, the uptick is pretty good. But there was a lot of buying by the channel during last year and up until the close of the acquisition. So I’d say that, you’re going to see a slow drawdown although POS never really had a huge significant uptick and it’s not really falling off nearly as quickly as the rest. I think I covered all your questions.
There was a lot in there, but hopefully, I got it.
Scott Searle: Great. Thank you.
Operator: Thank you. Our next question comes from Christopher Rolland with Susquehanna. Please proceed with your question.
Christopher Rolland: Hey guys, thanks for the question. Thanks, Emeka for all the conversations over the years and welcome Paul. So I guess — hi, great. I guess maybe following on kind of Quinn and Harsh’s line of questioning here. In terms of the Sierra business would you kind of put it in the combined $85 million range for next quarter? And I did notice, there was some 3Q seasonality for that business traditionally before you guys owned it. I was wondering if that was coming into play here and that could help us into the January quarter for you guys. But beyond that Signal Integrity and Protection and Sensing, we should think about both of those being up in October as well. Thank you.
Paul Pickle: Yeah, I think that’s correct. When you say the Sierra business we kind of — we are breaking them out into, in terms of connectivity. I just want to be really clear connectivity is still pretty strong. That’s a $100 million business that just clips along and we’ll slowly continue to gain market share. Good gross margin business as well that came with the Sierra Wireless acquisition but that Connectivity business is pretty solid independent of the hardware revenue that has fallen off. The $85 million might be a little bit light, but it will see a pullback and then I would expect routers to kind of rebound going forward. And then modules depending on how well we do with the current opportunity in front of us, we can maybe see a little bit of upside there over the next couple of quarters as things get called in.
Typically there is a certification cycle that’s associated with designing an embedded module. So there is an activity or a time associated with that, but it shouldn’t go too terribly wrong, I typically would handicap it around 60 to 90 days or so.
Christopher Rolland: Excellent. And Paul, when do you think we could get a new long-term model for the company overall? And what would be kind of a platform for doing that? Would you do that on a quarterly call? Would you put an Analyst Day together? And yeah the timeframe on any update would be great as well.
Paul Pickle: Yeah, that’s a great question. Certainly, it would be very reasonable to have that in the 12-month timeframe, and perhaps before, but I think we would target the Analyst Day 12 to 18 months out and just kind of give a broad overview of an invigorated strategy, if not new strategy at that point and then we would lay out the long-term targets, at that point as well.
Christopher Rolland: Thank you. And maybe just one last one. You guys typically give turns needed in the guide to make the guide that would be great. And then lastly, would we ever expect any LoRa metrics again, or is that a thing of the past?
Paul Pickle: The turns metric —
Emeka Chukwu: I think that was above 50% for the quarter.
Paul Pickle: Yeah the turns needed in the quarter is just over 50%. I’ll be honest, I’m not a huge fan of giving turns, because it’s not indicative of very quickly ramping revenue. And so it can cause you to draw some misconceptions or wrong conclusions about the directionality of the business, but at this point we are approximately 50% turns.
Christopher Rolland: Great. And LoRa metrics?
Emeka Chukwu: So, Chris, the 50% was at the beginning of the quarter and not now.
Paul Pickle: Not. Sorry, at the beginning of the quarter.
Christopher Rolland: Yeah, understood. And LoRa?
Paul Pickle: I’m sorry, what was your question on LoRa?
