Joseph Cardoso

“Maybe just a follow-up on the seasonality questions that you guys have talked to, but maybe in the context of the margin progression as we think of the year, just given the commentary that you made around some of the underutilization costs and the ramps around programs and manufacturing footprint, you know, how should…”

“That's exactly what I was getting at with that. Thanks for the caller there.”

“Maybe can you guys, and I know you guys kind of talked about the traditional business here in length, but maybe just curious if we break down the growth that you're seeing on the traditional server and storage side between volume and pricing, you know, relative to your earlier view, how much of the upside is coming…”

“Maybe just the first one is a bit of a clarification on whether you can flesh out kind of the supply constraint environment that you guys are talking about. I know you touched on it in a few questions, but but maybe just being a little bit more pointed, you know, are you seeing any expansion of lead times?”

“Maybe just one on the discussion in recent weeks around CPO and MPO, and maybe more specifically about the MPO opportunity. It seems like it's materializing a bit sooner than what maybe the industry or at least maybe investors have been thinking about.”