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$GPS 2Q15 Q&A: Siegel from Nomura Securities asked about EPS guidance. Sabrina replied the $2.75-2.80 guidance assumes our reported EPS excluding the GAAP charges. The FX is embedded and the port is embedded. So it includes everything except for the strategic actions charges outlined on June 15.
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.