Melissa Dailey Fairbanks

“So we heard from one of your suppliers earlier this morning. They noted that channel inventories are pretty tight across most geographies, which I think is pretty consistent with what you're seeing as well, but actually exceptionally low in Asia.”

“Maybe to follow up along the same thread, with the extended lead times for the equipment and tooling, is there a potential risk that those delivery times slip further next year, or do you actually have firm supplier commitments to deliver as needed next year?”

“I would wish you congratulations on the Brewers win last night, but I'm still a little bit sore as a race fan. So anyway, congratulations on a great quarter. Sure.”

“I actually had a question for Greg and Frank, and I apologize. I've been bouncing around a bunch traveling. So I apologize that this has been addressed. I know, Frank, you gave us some pretty good views into the way that you're managing the supply chain.”

“Joel, you kind of provided a lot of color behind this already, but I was kind of curious. This is a question that's been coming up on a lot of calls this quarter.”