Simon Leopold

“Hadn't realized that 12 years went by that fast. It's been a blur.”

“I wanted to see if maybe you could do a little bit of compare and contrast of the second hyperscale deal to the first. And what I'm sort of trying to tease out is I recall that there was some degree of R&D work that needed to be done and prep work to ramp it.”

“The first thing I wanted to ask you about, and I know that it's not a done deal, but there's been press coverage on potential import restrictions for optical transceivers, and I think I have two parts to this question.”

“First thing I wanted to try to ask is to what extent were you able to reprice backlog with your customers? And how did that affect this quarter's gross margin as well as your gross margin outlook?”

“I appreciate you've given us a lot of guidance commentary and some quick arithmetic suggests that in the fourth quarter, you're anticipating the combination of 800 gig and 1.6 T revenue in the neighborhood of 330 million.”