Steve Ballmer's Head On the Block?
mix77 writes "Influential hedge fund manager David Einhorn has called for Microsoft Corp Chief Executive Steve Ballmer to step down, saying the world's largest software company's long-time leader is stuck in the past."
From TFA (emphasis mine):
So, this guy's company buys a bunch of Microsoft stock, then utters a (probably popular) opinion that the head of Microsoft should resign. Is Einhorn just pissed that the stock hasn't moved, or is he trying to manipulate the price through the media?
I'd really rather that they keep him indefinitely. He's doing an excellent job of running the company into the ground.
Game! - Where the stick is mightier than the sword!
The problem with Ballmer is that he's a strictly corporate type, with no real vision of his own. All of his decisions are informed by corporate thinking, which means he looks at already established and emerging markets and reacts to them. Unfortunately, by the time MS has created a product in reaction to the market the market is already dominated by someone else and/or the public rejects the MS product due to the perception of MS being uncool.
MS has had very little forward-thinking tech make it to the mainstream in the past 20 years considering the size and and intellectual resources at its disposal, and I believe this is what Einhorn is addressing. What MS needs is a leader who can leverage the best and brightest in the company and allow the best ideas (and there's a lot of great ideas floating around in their labs) to see daylight and be marketed properly.
The problem is not a lack of vision -- the problem is a lack of a strong competent leader.
For example, a group within Microsoft developed a tablet before Apple came out with the iPad. When the head of the division went to Ballmer for funding to bring the product to market Ballmer killed it. Why? Because the tablet ran a version of Windows and Microsoft's Windows group complained that the tablet group was infringing on "their territory". It's this type of thinking and management incompetence that has caused Microsoft's problems.
Actually, most of what Apple has brought to market with a little i in front of it is their own locked down version of something somebody else has invented.
Creative beat Apple to market with the media player, Sandisk had some really nice offerings in the early days as well that easily competed with the early iPods. Palm beat Apple to market with the smart phone. Microsoft beat Apple to market with the idea of a media-center PC (which they were copying from programs available in Linux).... the list goes on.
Apple frankly sucks at innovation. They are reasonably good at improving something somebody else has already invented, but where they truly excel is at marketing. Microsoft is actually pretty good at improving other peoples' work as well, but they have a major image problem, and their marketing is basically non-existant except for the xbox. But neither company really succeeds at innovation despite the wealth of intellectual talent available to both companies.... most innovation is coming out of small shops, and the only behemoth of a company that really fosters innovation these days is Google.