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$F 2Q15 Call: We've ramped up $4.3Bil in profit and we expect a stronger 2H15; down the balance of the year, in total, remains very busy. We have 16 new vehicle launches; 12 of them have been completed. We expect particular strength in North America, because essentially, we're benefiting from F-150, Edge, as well as Explorer.
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.