MSFT: "Microsoft (MSFT +4%) can flourish in the...

3:37 PM "Microsoft (MSFT +4%) can flourish in the hybrid cloud world," states ValueAct Capital founder Jeffrey Uben 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. Read comments

MSFT price at time of publication: $30.95. Check MSFT price now »

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Press Releases on MSFT

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StockTalk on MSFT: MSFT StockTalk | Twitter MSFT | Twitter $MSFT | MSFT Instablogs

Recent Market Alerts on MSFT: All currents | Earnings | Dividends | M&A | On the move

Transcripts on MSFT

• Microsoft's Management Discusses F3Q 2013 Results - Earnings Call Transcript
• Microsoft's Management Discusses F2Q 2013 Results - Earnings Call Transcript
• Microsoft's Management Discusses F1Q13 Results - Earnings Call Transcript

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