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$BXP 2Q15 Q&A: Feldman of Bank of America Merrill Lynch asked about leasing demand specifically for bigger blocks in New York and Boston. Bryan answered that for Boston, competitive set for buildings in each market is below 6% and Cambridge is actually sub 2%. Really winded sight of supply in terms of who BXP competing with on day-to-day basis.
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.