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$JEC 3Q15 Q&A: Afzal of KeyBanc Capital Markets asked about how restructuring plan. Kevin answered that it's too premature to talk about that. Restructuring is more about overhead and ultimately believes will be able to see a reduced level of G&A in 2016 vs. 2015. Will want to make some investments in G&A which will help drive growth longer term.
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.