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"Does Steve Ballmer have another reason to watch his back?," tweets Paul R. LaMonica in response...

"Does Steve Ballmer have another reason to watch his back?," tweets Paul R. LaMonica in response to a report activist fund ValueAct has taken a $2B stake in Microsoft (MSFT +3.4%). He isn't alone in thinking ValueAct, which invests in companies it thinks are "fundamentally undervalued" and could benefit from a change in direction, might push for the removal of Microsoft's much-criticized CEO, who reportedly doesn't want to leave until the 2017-2018 timeframe. But the fact Ballmer still seems to be supported by Bill Gates could make it tough to oust him. There's also speculation ValueAct could join calls to break up Microsoft.
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Comments (3)
  • Chris DeMuth Jr.
    , contributor
    Comments (6299) | Send Message
     
    Listening to compelling ValueAct presentation on MSFT now.
    22 Apr 2013, 12:06 PM Reply Like
  • Transcripts&10-K's
    , contributor
    Comments (960) | Send Message
     
    What are they talking about Chris?
    22 Apr 2013, 12:20 PM Reply Like
  • djblackprince
    , contributor
    Comments (33) | Send Message
     
    Could someone explain or point me in the direction of the pros and cons of splitting up MSFT for investors and consumers.
    22 Apr 2013, 03:13 PM Reply Like
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