Will Stein

“First, I want to recognize and say congratulations on the great results overall. But I want to also recognize that the data center networking and market came about 10% below your prior guidance in Q3.”

“Hawk, you can tell us a little bit about the constraints as it relates to land power and You mentioned this a little bit earlier, but I wonder to what degree the outlook is sensitized to potential constraints in that area.”

“Next, I want to highlight sort of a question mark in the guidance. Your ECS guidance is below typical seasonality. I was a bit surprised by that.”

“I'm hoping you could talk a little bit about input cost inflation, whether you're seeing this influence your need to spend on cost of goods and whether that's met with easy pass through to customers or whether it's a bigger fight or any color around that, please.”

“I was hoping you can comment on billing linearity through the quarter. Was there anything unusual in terms of timing relative to what you would typically deliver on sort of a month-to-month basis?”