Implementation services and the like and so that’s what adjusted from Q1 levels, as we had more point in time services as a portion of our overall services pick. Now as we look at Q3, if he asked me, where will that services portion be in terms of dollar figures, I would expect that to be in a similar range of Q2 levels, potentially a little bit higher in Q3 versus Q2.
Sidney Ho: Okay, that’s super helpful. Maybe switching gear is a little bit to €“ you guys talk about DDR5 opportunity. What is your expectation in terms of timing of the ramp now versus maybe a standard DDR5. I think some of the memory supplies are talking about crossover being mid calendar ’24. And maybe reminders where you see the strength in DDR5 versus some of the memory manufacturers there maybe. Could it be the similar timeline or you have a different timeline than those guys. Thanks.
Mark Adams: And thanks for the question. I think by and large, it’s similar. We think we’ve got kind of the two businesses, right? Brazil, more consumer focused. We’ll actually see some of that we think in the mid to late ’24 timeframe, similar timeframe that you talked about. And then in our specialty business, it’s a little bit less dependent so to speak on leading edge. We have a fair amount of current technology platform solutions and then obviously we have some legacy on some of the more traditional now or networking telecommunications solutions that people want, continuity of supply of an existing legacy product. So I’d say specialty is a little bit less dependent on DDR5, although we will have offerings around the timeframes you talked about. And Brazil being more consumer focused is going to be probably more prevalent on leading edge out in the middle of calendar year ’24.
Sidney Ho: Okay, great thanks.
Operator: Thank you. . Our next question comes from the line of Nick Doyle with Needham. Please go ahead.
Nick Doyle: Hi! This is Nick Doyle on for Raji Gill. I wanted to ask a question about the LED business. Great to see that you think you’re kind of bottoming there, maybe some sequential increase. Brian kind of spoke about how it may be related to the inventory situation, but I was wondering if you could kind of expand on any demand signals, maybe specific to China that you’re saying now and if that’s contributing to your outlook.
Mark Adams: Yeah, I’d say there’s a combination of those two things that you highlighted. Yeah, they are certainly and again, I think Ken also comment on this. The channel is behaving in a way that’s showing that they’re starting to have more confidence in the business. And yet we have seen some more direct customer demand signals come in, but giving us encouragement for Q3 visibility in a business for a modest increase.
Nick Doyle: Okay. And could you expand a bit on the channel inventory for the Memory business. Yeah, any kind of timeline there would be great.
Mark Adams: Yeah, if you look at the memory business, we don’t have a real channel exposure. Many times we’re either €“ we’re selling directly either to the OEMs or the contract manufacturers and so very limited to know just the inventory per se. The area that we do have this distribution exposure is really primarily related to the LED business. And it comprises of the LED business that’s probably about 60% or so plus or minus of the LED specific business that we had just the exposure too.
