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$LRCX 4Q15 Call: Our upward trajectory of shipments continued in the June quarter with shipments coming in at $1.616Bil which was up 8% sequentially and above the midpoint of the guided range. Shipments for the fiscal year topped to $5Bil mark. Memory shipments were flattish in dollar terms and declined slightly in percentage terms in the quarter.
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.