Do you really want to invest in a company which can't keep its employees or its CEO or chief architect ?
Of course not Sandeep. However, there comes a time when the law of large numbers, in terms of growth, penetration, agility etc. to mention a few, can reach a stage beyond a healthy maturity as one large entity. At some point, even focus becomes compromised. True, a ill advised breakup can result in employee retention problems as well as a host of other things, however those same problems arise inevitably over time through large size as well. The emphasis of Microsoft orchestrating such divestiture, is of utmost importance for such matters as employee retention and the upper echelons willingness to pursue the paths of success of any such piece(s) rendered by them and to them.
Again, when plausible and how, is a decision best left with them and nobody else. As a shareholder now, I see Microsoft as currently being very focused, the attrition rate insubstantial and on the eve of at least one more magnificent large growth leg up that may surprise many, for a company this size. Maximum shareholder value over time is what I expect, and is what has/is being delivered.
Respectfully,
Thunder |
