Alek Valero

As part of your refresh initiative, is there any specific part of product lines that you are eyeing to refresh

on the poly business, is there anything that you could update us on? Are you seeing any noticeable pickup or increased certainty in enterprise and corporate spending

I wanted to see if there's any impact on the second half of the year

are you seeing customers buy richer PC configurations yet, specifically for the purpose of Gen AI

What kind of back-to-office assumptions have you put into your assumptions for print

Do you potentially view this as a positive for greater AI PC market adoption

What's your view on when co-packaged optics truly have a chance to gain traction in the data center