Two interesting posts of late: Don Dodge (former Microsoft evangelist and now a Google evangelist) writing about misplaced expectations for Microsoft stock in MSFT earnings up, stock down. What do investors want? and Michael V. Copeland and Seth Weintraub at Fortune writing about Google's transition to being a cash cow company in Google: the search party is over.
Year to date, Google's stock is down about 22%; Microsoft is down about 11%.
There is no room for complacency on either side.