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nobody knows what happened tomorrow in this kind of market so we have to prepare for the worst and uh i want to put ourselves into the defense mode that we would like to pile up lots of cash in hand we would be much more careful when we invest new money we have a lot of proceed from many of the exits well i think the world is volatile the inflation is going all over the world so the interest rate have to go up that make pressure for depression to the market for the share price but that's a macro if you look at the long term horizon of the technology industry i think you know this is this is a minor changes for uh a few years uh but i'm a long time believer of the technology evolution so maybe it's the right time to buy as you say we have our internal rule that at the normal time we go below 25 for the loan to value ratio at the abnormal time it should still be below 35 that's our internal rule and last quarter we we were about 22 many people were thinking that we must be over 25 percent because our asset has decreased in value but the fact is we have managed such that instead of 22 going to 25 now we are down to 20 so despite many people's concern we actually improved the ratio of loan to value when we acquired arm five years ago we doubled intentionally doubled the number of engineers why did we double the number of engineers because we believed the generation 9 would be great and we believed that arm is going to be successful going into the crowd and hyperscale market also to the autonomous autonomous driving into into the automobile industry even on the smartphone area going into from 4g to 5g it required a lot of the computational power including ai capabilities those would come with a version 9 with a better royalty rate per chip so uh revenue start to jump up from late last year this year next year on going forward we have a very good growth of arms revenue so a lot of technology developments for those products they they finally start shipping from late last year into this year next year we are going to have the golden era of arm so i'm quite excited that um is going to have a exciting ipo soon technology continued to evolve people continue to use the mobile the ai the crowd autonomous all those things are definitely coming nobody can stop even covet cannot stop or wild uh inflation whatever uh they happen cyclical you know every 10 years 20 years it happens but the evolution of technology never stop never stop the number of chipsets going out never you know becoming flat it's continuously exponentially growing so my confidence level does not change at all right uh the market fluctuate but the mankind no longer can live without the depths of the information revolution that's coming to throughout the world you
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