"Microsoft (MSFT +4%) can flourish in the hybrid cloud world," states ValueAct Capital founder Jeffrey Ubben at a investment conference, asserting the software giant's enterprise ops can perform well regardless of how PC sales fare. If Uben plans to use his firm's new $2B stake to make an activist push, he isn't showing his hand for now. Instead, he's comparing ValueAct's investment in Microsoft to its investment in Adobe, which (from all indications) is successfully migrating its customer base to cloud apps, and insisting his thesis will pan out over the next 3-5 years.
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