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Microsoft (MSFT -11.2%) board members are in talks with activist investor ValueAct over the...

Microsoft (MSFT -11.2%) board members are in talks with activist investor ValueAct over the firm's demand for a board seat, Reuters reports. Sources say Microsoft's lack of CEO succession planning is a prominent issue in the discussions. Steve Ballmer, who has plenty of critics, has previously suggested he'll leave in the 2017-2018 timeframe. Nomura argued earlier today Microsoft's poorly-received FQ4 results and FQ1 guidance could lead to an activist push. ValueAct owned just 0.4% of Microsoft at the end of Q1, but its stake is believed to have risen since. Shares +0.6% AH. (more on Microsoft)
Comments (13)
  • wigit5
    , contributor
    Comments (4214) | Send Message
    VA has my vote...
    19 Jul 2013, 05:43 PM Reply Like
  • ARG1
    , contributor
    Comments (1145) | Send Message
    As a shareholder I will give all my support and shareholder votes to ValueAct. Enough of Balmer.
    19 Jul 2013, 06:26 PM Reply Like
  • Money Maverick
    , contributor
    Comments (14) | Send Message
    Mr Balmer is also known as "Balmer the Write-Off King"... I can't think of one significant new Service or Product that he was responsible for during his tenure as CEO... a BIG MISTAKE for MicroSoft and it's share-holders, of which I am a long-time Owner... it's time to provide Mr Balmer with the incentive and impetus to begin his life's work... for someone other than MicroSoft... Mav
    19 Jul 2013, 06:39 PM Reply Like
  • Ruffdog
    , contributor
    Comments (1875) | Send Message
    After this last quarter's results, VA has my votes also.
    19 Jul 2013, 07:02 PM Reply Like
  • Mike Serebrennik
    , contributor
    Comments (887) | Send Message
    Watch other MSFT holders come out of the woodwork, join the fight and grab a few board seats. I think this is a positive. I think that MSFT stock may recover some lost ground next week.
    20 Jul 2013, 12:28 AM Reply Like
  • steven russo
    , contributor
    Comments (192) | Send Message
    I agree. I think this was an overreaction. MSFT will raise the dividend by end of year and the new Xbox release will propel the shares to new highs within the next six months. I was buying on Friday.
    20 Jul 2013, 11:08 PM Reply Like
  • ricksee
    , contributor
    Comments (4) | Send Message
    Balmer holds the record for the most shareholder disgust with his style and non performance. Get him out asap !
    20 Jul 2013, 09:02 AM Reply Like
  • aspar77
    , contributor
    Comment (1) | Send Message
    Agree, to kick him out from the he has no vision in the future to face new technology coming to battle the products
    22 Jul 2013, 06:12 AM Reply Like
  • wilsonj
    , contributor
    Comments (3) | Send Message
    Just another big drop., give Balmer breathing room, let him finish what he started. After the next Quarter we will know if MSFT is to survive with Balmer., if not then we can start working on hi incentive package.
    20 Jul 2013, 10:49 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
    a"give Balmer breathing room, let him finish what he started. "


    Unfortunately with massive R&D allocation, what has Ballmer begun. More like he is chasing his tail.
    20 Jul 2013, 12:15 PM Reply Like
  • sikkabooyah
    , contributor
    Comments (473) | Send Message
    In 1919 the citizens of Enterprise, AL erected a statue to the boll weevil to honor its influence on agriculture and the local economy. This stands as the only monument ever erected to honor an agricultural pest.


    In the very same spirit perhaps a group of MSFT stockholders might sponsor a similar erection in downtown Redmond, WA to honor Steve Ballmer's many contributions and thereby to serve as a continuing reminder.
    20 Jul 2013, 03:52 PM Reply Like
  • ARG1
    , contributor
    Comments (1145) | Send Message
    Michael Holland on Bloomberg and a shareholder of MSFT on Friday's show said that Balmer has to change strategy. He commented that the MSFT tablet was 5 years to late. Balmer is not earning his keep and I don't believe in executive welfare and getting checks for doing nothing. As for breathing room, pull the plug on the respirator now!
    20 Jul 2013, 07:55 PM Reply Like
  • Day Trader001
    , contributor
    Comments (766) | Send Message
    Break out the parachute it’s a long way down!
    20 Jul 2013, 09:00 PM Reply Like
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