Want to join the conversation?
Jerry of Morgan Stanley ask about the China opportunity with $BABA, if the growth acceleration will be in 2H16 or beyond. $FIT said currently the company is modeling that 70% of the revenue will be in the US and 30% outside US for FY16. Right now, $FIT is conservative on China, until it sees how that plays out.
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.