Mr. Ho: Yes, I'm entirely on the equipment side.
TWST: Here at mid-year, what's going on from a business perspective?
Mr. Ho: I think the key word is stabilization. If you go back to the end of last
year as well as the beginning of this year, there were concerns that we were
heading into a severe depression. "It looks like the end of the world" was the
type of comment that we were getting. I think now we are seeing that it's not
the end of the world. But have things been bad? Yes, absolutely but I don't
think things are going to get any worse and in some select cases, we've actually
started seeing a pickup in business. So I think there's overall stabilization
and what I would call select areas of a pickup in business that we weren't
forecasting at least in the beginning of the year.
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