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Seeking Alpha: Fire Steve Ballmer

by , 5:10 PM EDT, April 28th, 2008

The Microsoft, Yahoo! deal has Steve Ballmer caught up in internal company politics and is making him look bad, according to Seeking Alpha on Monday. While the two companies have stared each other down, Mr. Ballmer, has vacillated, shown weakness and should be fired.

Paul Kedrosky described what he thinks is going on. Yahoo! wants more more money but won't say it. Microsoft is confused and sensing weakness in Mr. Ballmer who, apparently, has no idea how to pull off the deal.

"What should happen is this," Mr. Kedrosky wrote. "Ballmer should re-canvass Yahoo's largest shareholders and ask what firm price in cash would get them on-board, and then offer it. No more futzing through middlemen bankers, just ask and deliver."

However, he doubts Mr. Baller will do it because of internal Microsoft politics and his own increasing impotence.

The recipe for action, according to Mr. Kedrosky: Fire Ballmer.

Observer Comments

Show: Subjects Only | Full Comments
Close Name:geoduck Posts: 1668 Joined: 30 Dec 2003
Subject:

Quote
However, he doubts Mr. Baller will do it because of internal Microsoft politics and his own increasing impotence.

IMO That sums up a lot of the troubles M$ is having. mediocre leadership and inefficient management is preventing them from producing quality products or reacting rationally to market changes.

Close Name:Dirt Road Posts: 1228 Joined: 24 Oct 2002
Subject: Eh?

I thought Yahoo explicitly rejected the original M$ offer because there wasn't enough $ coming from M$.

View Name:Guest
Subject: Fire Ballmer? Are you NUTS?
Close Name:Sir Harry Flashman Posts: 583 Joined: 08 Feb 2007
Subject: As Napoleon Bonaparte said

Quote
Guest wrote:
Are you crazy? If they fire Ballmer then Microsoft might actually start innovating and developing software that works. They could actually come up with something almost as good as what Apple has now, rather than a lame imitation that's four years behind.

Besides, if Ballmer goes, what is Mac Observer going to do for humor articles?


As Napoleon Bonaparte said "Never interrupt your enemy when he is making a mistake." Of course Mr. Kedrosky is in the investment advisement racket and not the computer/software business. I, on the other hand, being an Apple stock holder consider MicroSoft a competitor.

Seriously our Guest is correct. MicroSoft is a sleeping giant that doesn't know that it is withering away, well maybe it does.

Close Name:xmattingly Posts: 166 Joined: 31 Jul 2007
Subject: A little research?

You'd pretty much have to have been in a coma to not be aware that Yahoo wanted more money; rejection of offer based on a figure that "undervalued their stock price". What's up with this hypothesizing on Kedrosky's part - is there any such thing as professional journalism these days?

Quote
geoduck wrote:
mediocre leadership and inefficient management is preventing them from producing quality products or reacting rationally to market changes.
I know everyone likes to quote Steve Jobs (I know I do), but a couple of points that I think are right on: "If you want to see what happens to a company that is run by a salesman, just look at Microsoft", and "the problem with Microsoft is that they don't bring culture to their products". 10-15 years from that 2nd quote, and that hasn't changed ONE IOTA. Ballmer's biggest problem is that his competitive response is a one-note tactic: "bully our vendors and flood the market with uninspired products, we'll win eventually by sheer weight of numbers."... which is exactly what's been going on w/ the Yahoo thing. Still, even if he were to get fired it wouldn't solve M$' problems... it would take a looooong time and a massive shift of company culture to become a real leader and trendsetter. I really don't think they can ever match Apple, on that note.

Close Name:Play Ultimate Posts: 1070 Joined: 26 Mar 2007
Subject:

Quote
xmattingly wrote:
Still, even if he were to get fired it wouldn't solve M$' problems... it would take a looooong time and a massive shift of company culture to become a real leader and trendsetter. I really don't think they can ever match Apple, on that note.


I disagree...Leadership is a one person job. Napolean, Jobs, FDR were all persons who stepped in and changed history. IF the right person could be found, Microsoft could change quickly. I'm just not sure that right person for Microsoft exists.

Close Name:Willmark Posts: 71 Joined: 17 Mar 2005
Subject: Fire Ballmer?

Fire Ballmer? Are you kidding he has been the best thing for Apple since... well... sliced bread; and he doesn't even work for Apple! Keep him forever I say.

Aside: Napoleon was a putz, but tactically brilliant on the battlefield (a tad bit sloppy in the strategy department; witness the invasion of Russia).

View Name:Guest
Subject:
View Name:Guest
Subject: Another Aside:
Close Name:Sir Harry Flashman Posts: 583 Joined: 08 Feb 2007
Subject: Changes

Quote
Guest wrote:
I question Napoleon's tactical brilliance. He won by brute force and sheer numbers, smashing the French columnns into the enemy's formations and causing them to flee in panic. Only the first two ranks of the columns could fire their muskets. The men in the interior of the columns were useless cannon fodder. Just there to make sure that enough soldiers survive to reach the enemy formations.

The Brits figured this out and deployed in line abreast so that everyone was able to fire into the columns. The French columns would invariably break and flee in the face of the overwhelming rate of fire.

Brute artless force, sheer weight of numbers --sounds very Ballmerian to me.

Napoleon also had no clue at all how to fight a sea war.


I guess Wellington learned from Napoleon to never interrupt your enemy when he is making a mistake.

Napoleon also said "One must change one's tactics every ten years if one wishes to maintain one's superiority." He should have taken his own advice. Which leads us back to topic; Perhaps this Yahoo coup d'état is a way for MicroSoft to change tactics, to stay viable. They are losing their operating system dominance to Apple, Linux, and others. Office can be replaced by other programs, MicroSoft needs something new and maybe I need to switch to DreamWeaver.

Close Name:geoduck Posts: 1668 Joined: 30 Dec 2003
Subject:

Quote
Play Ultimate wrote:
I'm just not sure that right person for Microsoft exists.


Sure that person exists. His name is Steve Jobs.
THAT is what Apple is going to do with all that money they have in the bank. Once M$ shares drop enough they will buy M$ out and put the Mac Business Unit in charge.

View Name:Guest
Subject: Further on Napoleon Ballmerparte.
View Name:Guest
Subject: Keep Ballmer so Apple can keep getting farther ahead
Close Name:Willmark Posts: 71 Joined: 17 Mar 2005
Subject: Developers!Developers!Developers!

Developers!Developers!Developers!Developers!Developers!Developers!Developers!Developers!Developers!Developers!Developers!Developers!

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