Joseph Osha

“I was going to ask about semiconductors as well. I want to drill down on that a bit. If you look at Intel and TSMC down in Arizona and Micron up in New York, I mean, the numbers are pretty substantial, but perhaps the four spaces is not quite the same.”

“First, in going over the financials, I see there's a pretty substantial uptick in deposits here, contract liabilities. So I'm wondering if you can help us understand how bookings are converting to cash, you know, in particular, how that compares to the revenue realization.”

“So, Duke, you've been adding manufacturing capabilities in a couple of areas, There's transformers. You bought a utility pole company. I'm wondering if there are other areas that you're thinking about in terms of where you might want to add capabilities.”

“First, your comment would have been in terms of the outcome. But as I think about the improved outlook on the communication side for the rest of the year, is most of that coming from FDTH, or is there some long haul and middle mile in there?”

“I wanted to drill down a little bit on two product details. Julian, you said that hyperscalers and data centers more broadly tends to be more about product quality or power quality.”