In the discussion at CNBC, Faber, who knows private equity better than anyone, made it clear that the deal is simply too big to ever get done. But lets just say for a moment that it could be.
Maybe it's a good thing if analysts no longer pay as close attention to Microsoft and it falls, even if only slightly, out of the media's bullseye. It can quietly ditch most of the consumer market and focus all efforts -- traditional, mobile, Yammer social -- on the enterprise, which, in many ways, is already a focus given the company's and the PC's struggles with consumers.
Going private, however, at least to some, comes off as Bill Gates and Steve Ballmer saying, Apple sent us for more than a loop. We quit! Neither man strikes me as the type to wave a white flag.
I don't know Ballmer, but my guess is that he would fight the idea tooth and nail.He's certainly in no retreat, no surrender mode. And I sure as heck do not expect him to swallow his pride. Going out in a blaze of glory I can see; admitting he's been wrong for the better part of five years . . . probably not. Follow @rocco_thestreet
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