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Naved Khan of Cantor Fitzgerald asks about room night growth. $EXPE said the majority of the incremental slowdown was due to a couple of big drivers such as network and infrastructure stability issues. The second driver was the diversion of resources to integration efforts. This formed the majority of the 500-700BP of incremental slowdown.
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.