Phil - I would not say that both companies have lost momentum in the mobile space, Nokia has, Microsoft never had it. That said, sticking two also-rans together does not make a substantial competitor. The tech/telco world is littered with companies formed by the "we're sinking, quick, get married" motivation. It rarely works - witness ALU.
At the event last night, he wouldn't specify how much he still holds, but said he had a minority of his original holding. He had to stop selling his Microsoft shares once talks between the two companies got underway.
He should remind us all how many shares he does still own, just as a matter of course.
I don't see Elop as a trojan horse at all. He's banding together two companies who have lost momentum in the mobile space so they might be a stronger fighting force against Google, Apple and common sense.
He also tried to clear up a couple of other things: for one, he is not a Trojan Horse. Also, he said he's not the 7th largest shareholder in Microsoft. "That would be a very substantial sum of money which I don't have," he said.
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