This is the full-text of the speech given by David Einhorn (of Greenlight Capital) at the recent Ira Sohn conference. Einhorn discusses his Microsoft holdings a

This is the full-text of the speech given by David Einhorn (of Greenlight Capital) at the recent Ira Sohn conference. Einhorn discusses his Microsoft holdings and talks about the company's performance in some depth. I'm a big fan of Einhorn - he wrote the book "Fooling some of the people all of the time."