What is the sentiment of this news? Please choose an answer from {strong negative/moderately negative/mildly negative/neutral/mildly positive/moderately positive/strong positive}.
Text: Kirk Materne, Evercore ISI, joins 'TechCheck' to discuss why his company is bullish on software companies long-term, if Microsoft has to worry about increased competition in its cloud business and where future merger and acquisition opportunities are.
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