Goldman Tech Trader Asks: "What's Up With MSFT?"

Microsoft (MSFT) has been a laggard year-to-date (flat since early-Feb, lagging the NDX by 12pts YTD & Software by 15pts).

Goldman Sachs top tech trader, Peter Callahan, notes this morning that this has led to a number of inbounds around the ‘why’ and ‘what changes’ this dynamic...