Bhavesh Lodaya

“Congrats on the solid result maybe the first one on just a follow-up to the previous question and discussions so if i look at semi-stack looking at a volume of 18 it continues to be significantly ahead of traditional metrics like msi uh also meaningfully high versus the last quarter is it just more cmp steps are you…”

“Just back to the PEM segment, you called out transitory impacts that happened in the first If you look at, again, the fourth quarter and the first quarter difference, there was a $150 million benefit which you saw from your actions which did not show up.”

“The trends are pretty strong here, I appreciate some of the color you provided on your prepared As we look at your EBITDA guide, can you provide some thoughts on what you're building into that, maybe perhaps on MSI, PCBs, or any of the key metrics that you would like to touch Yeah, thanks, Babesh.”

“And certainly all the best to Linda and welcome Jeff as well. Dave, you shared a lot of color for the short term, so maybe a longer term question.”

“Ben, one more follow-up on the guidance. Assuming we do see a slower end market demand in the second half, and given how important the third quarter is for ESI, Can you talk about some of the potential actions that you envision you can take to defend your annual guide here?”