GOOG, MSFT, TXN, and V on Tuesday. GOOG has a low bar to jump over, I am not sure if management has the fire in the belly. We think they have an extraordinary business model, but it is a little exposed to competition for now. MSFT, definitely has fire in the belly but the stock has had a big move, at over 30x earnings and the second largest stock behind AAPL the market really needs a good report.

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