Ken Newman

“I wanted to follow up on the question earlier about the increased fleet CapEx guide. I think one of your larger competitors noted earlier this year that it could be difficult for suppliers to further flex up production if demand were to continue to accelerate.”

“Thanks for taking the question. um maybe for my first one you know i think um some of your other public peers this quarter have cited a tighter supply chain at the oems making it maybe slightly more challenging to further ramp fleet growth uh you know obviously it doesn't seem like it just given the oec growth that…”

“Maybe for my first question here, it was nice to see a pretty solid order growth of, I think you said 20% year over year in your automation business this quarter.”

“Maybe from my first question, you know, Izzy, maybe you can help us to think about, I'll ask the new storage system or the revenue question on systems a little bit differently.”

“Maybe just to ask the Greenfield question in a different way that was asked earlier. You know, Ram, I appreciate the comments on the power and the semi markets that you made earlier.”