“our expectation is that the second half of the year is better than the first half of the year in terms of the view.”

In context

“where your question is really focused, we're going to see in the first half more headwinds than our original expectation. It's driven really by the customers are benefiting from the improved lead times that we're delivering against because we brought our -- completed our network expansion, right? So customers can get products more quickly. And our view is this is a temporal phenomenon, and we feel good about what the long-term prospects here. In terms of the specifics in terms of visibility and by customer sets and those things. I think the way that I think about it is, long-term, this is an incredible market with great growth. It's grown very high for many years in the past and has incredible tailwinds. It has a reasonably good visibility because it's related to customer production. And our expectation is that the second half of the year is better than the first half of the year in terms of the view. As a reminder, Rachel, it represents 10% of our revenue. So I think it's important to keep that in the context as well. Rachel Vatnsdal: Great. Thank you. And then maybe just one on instruments. Analytical Instruments grew 17% during the quarter. You flagged that that's one of the areas that's been better than expected so far versus your initial guidance for the year. So can you walk us through what are your latest expectations for Analytical Instrument growth for the year? And then are there any end markets within AI that are just growing faster than expected? Thanks. Marc Casper: Yes. So in terms of our instruments business, we really are benefiting from very strong adoption of our innovation, right? We just continue to bring out great products. As a reminder, during the pandemic, we co”