CNBC 's David Faber today followed up on this morning's report that activist fund ValueAct took a $2 billion position in Microsoft , with CEO , Jeff Ubben having made a presentation on the purchase at an investment conference today, the Active-Passive Summit .
http://blogs.barrons.com/focusonfunds/2013/04/22/microsoft-up-4-valueact-would-like-to-see-lower-focus-on-office-windows-says-cnbc/?mod=BOL_hpp_blog_fof
http://blogs.barrons.com/focusonfunds/2013/04/22/microsoft-up-4-valueact-would-like-to-see-lower-focus-on-office-windows-says-cnbc/?mod=BOL_hpp_blog_fof
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