What is the fine-grained topic of the following text: “We look at a valuation analogy vs. Microsoft from 2000 to about 2010 and see no precedent that large-size tech companies simply start to broadly outperform again after a tough year or two if the law of large numbers is catching up to them and margins have peaked,” the Barclays analysts led by Ben Reitzes wrote in the note. Only return the topic.
Performance analysis of large-size tech companies based on Microsoft's valuation from 2000 to 2010.