Nigel Koh

“So, Gary, I want to come back to the topic of lead times. You know, I think the perception out there is that, you know, your lead times have been a big advantage versus competitors, and that's certainly what we hear as well.”

“Then obviously EMEA, really good performance in the quarter. I mean, I'm assuming there's a little bit of shift from 1Q to 2Q of the ERP.”

“Look, it definitely bears mentioning BCS was fantastic, but I understand there's a lot of focus here on HCS. I just want to make sure I understand the moving pieces on the guide change for HCS, that the plus 1% now includes the acquisition of heat controllers.”

“So I just wanted to maybe randomly start off with supply chain, just given it seems to be a growing issue for some of the data center infrastructure suppliers.”

“John, that's great color, and good luck with that transition. Just a quick clarification on the margin question. You indicated something close to the 30% is where you see the business maybe trending longer term.”