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what has changed from a quarter ago with the China business?
when you think about innovation, whether it's U.S. market or Rest of World, maybe illustrate some of the things you're talking about
Do you expect that to converge? And then maybe you could remind us for everybody on the call, how that sort of flows from the beginning to an end of a project
what has sort of changed -- or what could change going forward that has made modular, respectively, a bigger part of the business?
do you see your suppliers trying to pass on costs that really aren't there? And they're probably not getting that by you as a larger contractor