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Jerry Revich of Goldman Sachs asks about the Industrial segment margins in 2Q16, the impact of one-off items. $JEC said there are some unique benefits realized in the 1H15 and some unique negatives seen in 1H16. So, comparability figures are a bit more challenged in 1H15 to 1H16. Going forward comparability will be more favorable.
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.