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Vijay Bhagavath of Deutsche Bank asks about gross margins and OpEx for the rest of the year. CFO Neil Dougherty said $KEYS does not see any fundamental drivers that would drive a meaningful shift in gross margins moving forward. He added that OpEx has been stable through 1H16 since the addition of Anite and the company expects it to move forward.
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.