William Stein

“I'm hoping you can comment on customer inventory levels and their ability to complete kits. We've heard some feedback from industry contacts that this is becoming a challenge the way it was, you know, a few years ago in the so-called golden screw era.”

“First, I want to say congrats on the good results, a better outlook, and a very strong implied Q4, which I think is what's giving the stock the relief now. So, again, congrats on that.”

“Thanks for taking my question, and congrats on the good results and all the details in data center and AI, which is helpful, I think. But I'd like to ask about the strategy in AI Data Center.”

“Adam, there's been a lot of discussion among some of the key infrastructure suppliers to the AI market. and debates about their approach to backplane design. And I believe Amphenol is very heavily involved in one in particular.”

“I wanted to ask about the interplay between the backlog that keeps growing at your times um and and your customer intentions uh if your lead times were shorter would you have been shipping more in other words are our customers wanting more than what you can deliver now and you're uh sort of you're facing some…”