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$SHAK 2Q15 Q&A: Bernstein from Barclays asked about new market performance. Randy replied, we have seen geographic strength everywhere. We have a great pipeline in and out of New York and we’re really excited about where ever we have gone we have seen a strong response.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.