Seeking Alpha

"Steve has his best friend on the board, Bill Gates. That friendship will stand in the way of...

"Steve has his best friend on the board, Bill Gates. That friendship will stand in the way of objectivity to some degree," says former Microsoft (MSFT) exec Joachim Kempin, whose new book doesn't pull any punches regarding the performance of the company and its oft-criticized CEO. Kempin adds Ballmer and Gates "like to surround themselves with loyal people," and that Ballmer "loves" consulting firm McKinsey. He also claims "there exists a mixed bag of opinions" within Microsoft towards Windows 8, and sees spinoffs in the software giant's future.
Comments (2)
  • wigit5
    , contributor
    Comments (3966) | Send Message
     
    I wonder what it would be like if MSFT decided to break up into pieces and spin off the various divisions... I know it's not possible (literally I don't believe it is) but I wonder if it would spur some innovation or something...

     

    jsut a random thought for the evening lol
    11 Feb 2013, 07:20 PM Reply Like
  • Chris Lau
    , contributor
    Comments (1583) | Send Message
     
    A SPLIT would definitely spur innovation and increase the value of the company for shareholders. Sum of the parts, the company is worth more. Why?

     

    1) Search growth via Mobile would explode - Bing and the assets along with the (FB) partnership could do so many things

     

    2) XBOX and the division loses money. Now focus on Halo-type titles only, and suddenly the unit isn't losing money

     

    3) OS, Office, server could be like a stable core holding. Low P/E but good yield.
    11 Feb 2013, 09:17 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|