Deane Dray

“Good afternoon. afternoon hey um i think i got the numbers right there as mike was zipping through them but it really sounded like semiconductor and power at 53 and 37 were really standouts here can you unpack the growth opportunity you know how much do you think was the underlying market and you know are there any…”

“Hey, I really appreciate the specifics you provided on both the Middle East disruption so far, but also, importantly, what kind of opportunities come out of it.”

“Hey, there's obviously lots of excitement about the data center growth and how that continues, but your growth this quarter is so much more broad-based. So it really begs the question, John, what do you see as the drivers here?”

“Hey, we continue to really like this highly efficient release of your prepared remarks and, you know, really crazy busy earnings season. It's just such a great innovation.”

“Hey, sorry to circle back on the walkaway business, but just to be really interested in hearing, Alok, did you change your return requirements this quarter in any way?”