Re: In it for the kill
Maybe, just maybe and call me insane here, the hedge fund are in it for the money.
MS have invested big in Azure to the point where they are a serious competitor in the field. Looking ahead now all those companies (and like it or not there are a few) who haven't made the leap to cloud yet, but are running windows, will be faced with a decision of which cloud provider to choose.
Now imagine a PHB in his office faced with the choice between Azure and AWS. He sees amazon, he thinks "books" he sees Microsoft he thinks "laptop". I know we all like to think we live in a world where the people signing off on contracts are tech savvy, but those companies are not going to be the lucrative contracts they are going to be the ones that monitor tech costs like a hawk.
So to recap, of the bulk of companies that represent the future cloud market, the ones likely to make poor buying decisions will go to Microsoft.
And it's not a direct citation but:
Shows the breakdown of share ownership in the uk, 44.6% of shares are owned by pooled private funds. (Aka hedge funds) I guess to assert that hedge funds break up companies is to assert that almost half of all the companies on FTSE are actively being broken up.
(Note the opinions above are merely opinions and are in no way based on research or prior knowledge)