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$MBLY 2Q15 Q&A: Rich, Wells Fargo: Any more emphasis on OTA updates going out? Ofer, CFP: When the vehicle is connected to internet, this opportunity will be available. It’s just a method of connection & connectivity within the cars. We’ve plans to sell or charge for additional features when the vehicle is ready out there.
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.