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$FEYE 2Q15 Call: We exited the 1Q15 with approx. $1.2Bil of cash in investments, increase from just under $400MM at the end of Q1 reflects our positive cash flow performance and the proceeds of our convertible bond offering which added approx. $750MM after the prepaid forward stock repurchase and purchase discounts.
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.