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$WDC 4Q15 Q&A: Huberty of Morgan Stanley asked to walk through GM drivers in Sept. Olivier answered that fixed cost absorption was an issue because of the lower term and was able to more than mitigate this negative effect to two factors; first of all, mix of improvement and management of cost base.
$RAI has received a $47 billion take over offer from British tobacco giant British American Tobacco! This is huge!
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.