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Ricky Goldwasser of Morgan Stanley asks about the profitability of the specialty business. $ABC said it has got more of a customer focus than manufacturer focus. The company focuses on access and types of delivery as well as economics of these products. $ABC believes it is managing through these well.
$RAI has received a $47 billion take over offer from British tobacco giant British American Tobacco! This is huge!
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.