David Einhorn and Microosoft

Heard the David Einhorn and Microosoft news. Interestingly I thought about Steve Ballmer tenure in Microsoft, obviously he missed some opportunities, made some controversial moves recently and the stock is certainly doing nothing in last 10 years.

But in my mind, Ballmer is not leaving and will not leave. Bill Gates passed the torch to Ballmer a few years ago when he devotes his full time to charity, and Microsoft is Steve's company now. Though Bill is still the largest individual shareholder, Steve is No. 2 (Source: Yahoo Finance)

Einhorn's stake is meaningless compared to Ballmer's, that is, unless Einhorn can rally other institutional shareholders to support him. At this time, it's not easy.