Ontem, a Goldman Sachs retirou a Microsoft de sua “conviction list” de investimentos. Veja o que diz parte do relatório apresentado por eles:

Product upgrade cycles should provide strong revenue and profit growth in the next 12-plus months. Normally, this would make us view the stock as a must-own. At the same time, these launches may also mark the end of an era, as changing technology and business models seek to diminish Microsoft’s hold on the desktop, which in turn significantly depletes the cash cow.

Surrupiado do Paulo Vasconcellos.

Sei não… mas eu, caso tivesse ações da MS, aproveitaria o momento para vendê-las e comprar papéis da empresa do Robert Scoble… rs!!

Para saber mais: Microsoft naysayer bandwagon gets crowded.