No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold.
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