It is tightly held and going up on light volumes too.
A lot of the initiatives to give impetus to revenue growth are very recent and still only being bedded down. If .... rather when .... these gain greater traction there could easily be an acceleration in revenue growth. This almost certainly is not being priced in.
Such an announcement could happen this quarter or next quarter but could come sooner.
This could be great for livetiles- Wal-Mart/Microsoft 5yr deal, page-8
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