Microsoft's Ballmer: If I had it to do all over again...
Summary: Steve Ballmer's last three years as CEO is the subject of Businessweek's cover story this week. Here's what I found interesting in the story.
Microsoft CEO Steve Ballmer is no more Mr. Monkeyboy.
That's the premise of the new January 12 Businessweek cover story about how Ballmer has put his stamp on Microsoft over the past few years.
To me, the most interesting bit came at the very end of the multi-page piece, where Ballmer conceded that he and Chairman Bill Gates might have done better to spend less time on vision and more time on the actual product development process. From the story:
"During a reflective moment, Ballmer says that if he had it to do all over again, he would dedicate more time to watching over the development process of products rather than just issuing a vision to his employees. “I’d say probably Bill and I were spending a lot more of our energy on where to go,” he says. 'And we should balance our energy better on how to make sure we’re going to get where we want to go.'”
I think many current (and former) Softies, not to mention many customers and partners, would most likely concur with that statement.
A couple of other lines that stood out to this Microsoft watcher:
- “People might have missed this fact, but I got a new job three and a half years ago,” Ballmer says, referring to Gates’s retirement from day-to-day activities at Microsoft. (Not everyone missed that watershed moment. But Microsoft execs did their best at the time to try to make sure that everyone did.)
- "Ballmer has replaced almost every major division head at Microsoft and overseen a dramatic shift away from the company’s PC-first heritage. He ordered the product groups to work together instead of operating as talent-hoarding fiefdoms." (I'd give former Chief Software Architect Ray Ozzie some of the credit for working to break down silos. Ozzie is yet another of those who is gone, and Ballmer has said he doesn't see a need -- at least for now -- for someone in the Chief Software Architect role.)
- "Microsoft grew up doing massive launches every three to five years for its blockbuster products. Now its rhythms have started to change." (One place they still haven't changed is in the Windows division, however. Windows is still on an every 2.5 to 3 year release cycle, as is the accompanying Windows Live Essentials bundle of add-on services.)
- "Lady Gaga, he likes. 'Gnarls Barkley, I hate,' he says." We also know Ballmer has a room where he can privately break bread in some unnamed Bellevue, Wash. steakhouse. (El Gaucho? John Howie's? Daniel's? Bing it, baby!)
There's no mention in the Businessweek story as to when Ballmer plans to retire -- something Ballmer said back in 2008 that he planned to do around 2018 -- or of the constant nagging by Wall Street for him to do so because of the stagnant stock price. Maybe that's the point: The Redmond management is hoping to put to rest the impression that Ballmer is teetering on the brink of be ousted or leaving any time soon.
One more time: Bill Gates is gone and he's not coming back.
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Talkback
Ballmer? _Vision_?
RE: Microsoft's Ballmer: If I had it to do all over again...
Therefore, if you bought MS stock three years ago today, you'd have a 30% increase in value today.
MS isn't visionless. Far from it.
But it has had a number of difficult years, all while operating under DOJ oversight as part of the consent decree. This oversight ended in March 2011. Now MS can return to really competing, but in a far more ethical way than the rough and ready bar brawling evident throughout the industry during the mid to late '90's.
Microsoft has been executing very well indeeed in terms of product delivery over the last 3 years Windows 7, Office 2010, Office 365, XBox & Kinect, Visual Studio 2010 all winning significant accolades. Even Windwos phone - a completely brand new phone UXP, OS & platform, which has been in the market for just over a year now is starting to gain significant accolades and interest.
I think that stating that Microsoft is utterly clueless is somewhat ignorant and myopic.
yeah its easy to bash M$
XBOX 360 has been a quiet success...bashed all the time in these comments as being non-profitable..but it's done quite well in the marketplace.
RE: Microsoft's Ballmer: If I had it to do all over again...
But microsoft stock price have remained the same from almost 10 yrs ago..
It had it ups and down but the price is pretty much remained the same give or take 2 dollars..
RE: Microsoft's Ballmer: If I had it to do all over again...
Ignoring the long term trend in the stock is a good example of myopic.
RE: Microsoft's Ballmer: If I had it to do all over again...
IBM : 80 -> 180 = 125%
AAPL: 90 -> 425 = 372%
AMZN: 42 -> 172 = 311%
INTC: 12 -> 25 = 108%
Do I need to go on? Ballmer bites doughnuts! He needs to be fired because he is incapable of guiding Microsoft and getting people excited about the company. There is NOTHING positive that Ballmer has done that has not been done earlier before his time.
Yes yes Windows Phone 7 is out. But is it selling? Did it come out on time? Not even Kinect was Microsoft's own invention. They only managed to get access to it because Steve Jobs refused to sign a contract. Otherwise Apple would have sold yet another technology that Microsoft missed.
I will correct the phrase and say Microsoft *management* is utterly clueless and imbecile!
RE: Microsoft's Ballmer: If I had it to do all over again...
RE: Microsoft's Ballmer: If I had it to do all over again...
RE: Microsoft's Ballmer: If I had it to do all over again...
microsoft never asked or got bailout money from washington, that was an april fool joke from infoworld.
microsoft didn't prevent innovation in the tech sector IMHO; in fact they have only enabled it with common APIs like DirectX, and pushing a common desktop standard every year, upping the spec of hardware and software. Did some product or company have problem pushing their product? Perhaps -like android tablets stuggeling against ipad today, or any other vs a stronger competitor - but that's not what innovation really is, and where it has mainly taken place in the last two decade. look at a company like Autodesk, Apple, Adobe, google, all the internet companies, how were they prevented from innovating? there were not. a great desktop OS, pervasive internet browsers, common hardware standards, API to get the grunt work done, all are enablers, or at least didn't get in the way of the world moving on. Platforms help innovation.
RE: Microsoft's Ballmer: If I had it to do all over again...
The ONLY think governing a company's stock price are the whims of major stock market traders. Most stock market traders are 25-30 year old flyboys who are concerned, not about the companies they trade, but about the value of their portfolio. They're easily excitable and eager to create and follow trends.
A FAR better measure of a company's performance are its revenue and profit numbers. If a company generates significant profits vs. overall revenues then it's doing something right.
Microsoft is one of the most profitable companies in the world. in FY 2011, for example, Microsoft generated more than $23Bn net profit vs. $18Bn for 2010.
Apple is enjoying very healthy numbers today too - $26Bn in 2011.
Microsoft and Apple are both well ahead of IBM and the three are the only IT tech companies in the top 10 most profitable companies in the world.
If, on the other hand, you were to measure the "value" of Google, that generated $8.5Bn in profit last year and which makes money from one source only - search & advertising - how would you logically be able to determine that it had a value even close to approaching Microsoft or Apple?
Put it this way - if Google went out of business tomorrow, what would be the impact: everyone would switch to a different search engine and ad' network (of which there are plenty). Phone manufacturers already have the source to their free OS. I don't think anyone would miss ChromeOS.
Now imagine if Microsoft decided to close down tomorrow: the world would be thrown into turmoil.
RE: Microsoft's Ballmer: If I had it to do all over again...
That's just silly ... Gates got the company in a world of trouble ...
If you were to have read the original story [....]
Anyone who says Microsoft has been visionless hasn't been paying attention
On the business products side, the integration of the whole stack - treating server products as though they were an MS Office style suite - certainly had not been done, or at least well done, prior to Microsoft.
Now one can certainly look at execution, approach, and wonder if it might have been better. But there are certainly no grounds to say that Microsoft has not had vision.
if given the chance to do it all over again...
Quoting from the article - Ballmer says if he had it to do all over again, he would dedicate more time to watching over the development process of products rather than just issuing a vision to his employees.
And yet, according to the article - Ballmer feels that there is no need to fill the role of Software Architect.
Some people don't see the forest for all the trees.
-Mike
Watching over the development process. Hmmmmmmm.
RE: Microsoft's Ballmer: If I had it to do all over again...
Better late than never.
RE: Microsoft's Ballmer: If I had it to do all over again...
That said, innovation at MS isn't dead. Windows 8 (love it or not) has the potential to change the way people look at the desktop/laptop, especially with the touch-screen all-in-ones and tying those into tablets. The Xbox ecosystem is continuing to grow as a multi-media platform and has other companies chasing what it has accomplished there (Samsung copying the Kinect interface).
Some things have flopped, some have soared. Armchair quarterbacks need to get some perspective.
Apple went through problems
In trying times, I often turn for guidance to the Bible. I opened this morning to the story of Jonah
See Jonah was on a ship, and God was so mad at him he threw storms at the ship, and the ship was tossed about and in danger of sinking and killing all the passengers and crew.
So they picked up Jonah and threw his butt overboard. And the storm abated and the ship was saved and sailed away unscathed. The end.
Understand?
man, that's classic
nt