The Government Accountability Office, the investigative arm of Congress, periodically raises concerns about audit-industry concentration and suggests ways to boost growth of smaller firms.
While this secular bet will not be settled for some time, MSFT should get a cyclical boost late this year with the Windows 8 launch, expansion into the ARM- and Intel-based tablet markets, Office and Server product line refreshes, and a potential macro recovery and cyclical rebound in PCs.