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Barclays analyst Blayne Curtis questions $AVGO on the ramp of Tomahawk and growth expectations in switching segment as a whole. CEO Hock Tan says that the company is seeing strong bookings and demand for the switching and routing product line. Along with this, $AVGO carries related products needed to connect the various elements of a data center.
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.