If Icahn at RIG and Einhorn at AAPL are any indication, then Balmer et al. should
be on alert that it might finally be their time to come under true pressure for the
lack of growth initiatives at MSFT for the past several years.
If his old bud Gates or the board are not interested in getting MSFT into growth
areas of consumer or corp tech, than large aggressive private equity players
might now have the momentum to either force action at MSFT or bind together
with other shareholders to "take" MSFT's long dormant cash horde.
This might be a time when large investors get the nerve to truly force change
of top management that are long overdue at MSFT. The useless cash horde,
that does nothing, is a sign to all that MSFT needs to evolve or "lose its cash"
to shareholders AND get a new CEO !
Long overdue, who will take on 'Softy" ??? CALPERS plus Bridgewater Assocs ?