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Richard Eastman of Robert W. Baird asks how comms, general purpose and A&D performed in the Americas. SVP, Worldwide Sales, Guy Sene said in the Americas $KEYS saw, as expected, growth in aerospace/defense, which is true for the DoD and for the Primes. He added that comms was low, especially with the large accounts.
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.