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$URI 2Q15 Q&A: Tim of Susquehanna Financial: How would you compare the rate expectations for non-oil & gas exposed places as supposed to oil & gas branches? Matt, COO: They've been almost a little over half a point better through Q2. The flat-to-down, there could be some lumpiness in there. That needs to happen for us to reach our current guidance.
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.