Manish Somaiya

“Ken, in terms of the EBITDA framework that you laid out, I get to an EBITDA of $282 million vis-a-vis the guidance of $275 to $325. Did I miss something in terms of ad backs, or are we kind of saying we're more comfortable with low end and leaving room for upside?”

“Secondly, you know, there's been a lot of discussions about capacity coming online in the industry. Obviously, you know, it doesn't pertain to each and every part of the business you might be participating in.”

“A couple of questions, Dan. maybe on the NTI acquisition to begin with if you could just help us understand the customer overlap between NTI power solutions and the legacy communications business and how do you see immediate cross-selling opportunities that's the beauty of this transaction that you still need so thank…”

“I just wanted to go back to Chris' Q1, which, in your words, was a strong quarter. Obviously, appreciate the long-term agenda that you put out, but I'm just trying to understand the disconnect, perhaps based on what you're saying and how the market is looking at it, you know, with the stock down 15%.”

“Brett and Mike, you talked quite a bit about strong markets, but in your commentary, you mentioned pricing is stable. broadly keeping in line with inflation, why aren't we getting more pricing if the markets are strong as they are?”