Andrew Spinola

“Oleg, along those lines on AI, I'm wondering from a high level, have you seen any changes in the buying by your customers, whether anyone has adjusted spend here or there or cut back in places, or is it pretty much the same as it's been?”

“You reported another strong quarter in the EISG segment. I think you highlighted some of the strength in semi and general electronic. And I wonder if you could unpack that a little bit.”

“I wanted to ask, Oleg, you typically describe the data center business growing about 50%. I was wondering if you'd just give us an update on how it grew in the fourth quarter and what's in your Q1 guide in terms of expectations for that business.”

“Your line is now open um thank you i think it you had another uh fairly large svx win this quarter in the press release uh in your federal business wondering if you can just comment on the momentum in that the svx product line and specifically highlight you know why you're so bullish on the federal business what…”

“I wanted to ask on the component shortages and some of the supply constraints. I'm just wondering if during the quarter you were able to meet all of the supply or all of the demand rather, or if the supply constraints limited you.”