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Morgan Stanley analyst Ben Swinburne questions $CMCSA whether it sees an opportunity or need for greater collaboration throughout cable industry. CEO Brian Roberts says the content licensing numbers bounce around and 2Q16 was slightly higher than others. The company needs to make sure that they are incremental.
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.