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$SPLS 2Q15 Q&A: Simeon from Morgan Stanley asked about revenue streams if Tech doesn't recover it continues to get worse? Demos said with Windows 10 launch, we think it will provide boost to hardware, peripheral business & tech services. In beyond office supply categories, we continue to aggressively pursue it & we saw good growth in facilities.
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.