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On cable, Alexia Quadrani of JPMorgan wanted to know whether the company is still comfortable with the high single-digit affiliate revenue sort of CAGR over the next three-year guidance. $DIS CFO Christine replied that there is no change to the guidance given during the 3Q15 call and that the company is still very comfortable with it.
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.