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2	Risks and Non-GAAP Disclosures Please note that this conference call contains forward-looking statements within the meaning of the U.S. securities laws, including statements related to positive net cash generation from our disposal and leasing activities; demand trends; revenue and earnings growth; expected improvements in our inventory turns and levels; the success of our vertical-integration and broad-based growth strategies; our ability to add capacity and develop our design capabilities; the expected returns from the cash received from the divestiture of our software development and solutions business; and the success of our long-term initiatives and related investments. These statements are subject to risks that can cause actual results to differ materially. Information about these risks is noted in the earnings press release, on slide 14 of this presentation, and in the Risk Factors and MD&A sections of our latest annual report filed with the SEC, as well as in our other SEC filings. These forward-looking statements are based on our current expectations and we assume no obligation to update these forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements. In addition, this presentation uses non-GAAP financial measures. Please refer to the schedules to the earnings press release, slide 7 of this presentation, and the GAAP vs. Non-GAAP Reconciliation in the Investors section of our website, which contain the reconciliation to the most directly comparable GAAP measures.
3	Revenue from Continuing Operations
4	Revenue by Segment
5	Margins
6	Quarterly Net Income and EPS
7	GAAP Reconciliation
8	Quarterly Return on Capital
9	Cash and Liquidity
10	Cash Conversion Cycle
11	Summary Statement of Cash Flows
12	Commentary
13	Guidance
14	Risk Factors
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