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Cloud and service provider growth remained strong, and in Q4 is actually expected to accelerate year-on-year, driven by data center build-out and infrastructure upgrades
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2022 Q3
2 Sep 22
infrastructure spend is still very much holding
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2022 Q3
2 Sep 22
consumer IT hardware spending has been reported to be weak, very weak
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2022 Q3
2 Sep 22
we also have a ton of backlog, and our lead time continues unchanged at 50 weeks.
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Transcript
2022 Q3
2 Sep 22