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Deutsche Bank analyst Vijay Bhagavath questions if strength in IP Networking is primarily in the public sector, government or higher education. $BRCD says that OEMs in particular, HDS and EMC, the company uses that product either in their hyper-converged offering or UCP offering. With all OEMs in the VDX switch portfolio, $BRCD was up 28% YoverY.
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.