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$KMB 2Q15 Call: Our current expectation is that the net impact of changes in currencies, commodities and selling prices will be similar to our original plan that we communicated to you in January. The commodity outlook has improved somewhat, but we expect the price realization will be a little less positive than what we expected earlier in the year
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.