Comments
Microsoft Investors Want Gates Out: Reorg At Risk?
Newest First  |  Oldest First  |  Threaded View
David F. Carr
50%
50%
David F. Carr,
User Rank: Author
10/3/2013 | 6:31:26 PM
re: Microsoft Investors Want Gates Out: Reorg At Risk?
People who bought MSFT stock in the first place made an investment in Bill Gates
Michael Endler
50%
50%
Michael Endler,
User Rank: Author
10/3/2013 | 4:28:18 PM
re: Microsoft Investors Want Gates Out: Reorg At Risk?
Yeah, I don't think Gates will step down unless a) he wants to; b) a much, much bigger (and much less likely) shareholder revolt takes hold. Gates is the biggest shareholder and the co-founder of the company. Ballmer is the second biggest shareholder. Gates allegedly commands the respect of the current board. That's a lot for any activist investor to overcome.
Shane M. O'Neill
50%
50%
Shane M. O'Neill,
User Rank: Author
10/3/2013 | 1:28:47 PM
re: Microsoft Investors Want Gates Out: Reorg At Risk?
I think Gates will stay as chairman if only to create the perception that all is well in Redmond. You can't have Ballmer and Gates departing at the same time. That looks baaaad.
Michael Endler
50%
50%
Michael Endler,
User Rank: Author
10/2/2013 | 8:42:49 PM
re: Microsoft Investors Want Gates Out: Reorg At Risk?
Gates's relationship with Ballmer does seem to be a factor troubling some investors; some of the strategies and cultural elements Gates installed before Ballmer took over are in the mix too.

But the Microsoft board has said outright that it will continue to support the "one Microsoft" plan, and members have suggested they're aware of the bumps and hurdles they'll face along the way. It's not clear yet if the dissenting investors want to get rid of Gates because they want to toss "one Microsoft" altogether and double down on enterprise services; or if they know "one Microsoft" is the way forward but feel Gates's influence is leading to the wrong execution strategies.
DevonE508
50%
50%
DevonE508,
User Rank: Apprentice
10/2/2013 | 7:42:00 PM
re: Microsoft Investors Want Gates Out: Reorg At Risk?
Bill needs to stop protecting Ballmer - he's done it too long. I respect that he's covering for his friend and colleague but let's face it, Ballmer has never been able to handle the job and it's time to go.


The Agile Archive
The Agile Archive
When it comes to managing data, donít look at backup and archiving systems as burdens and cost centers. A well-designed archive can enhance data protection and restores, ease search and e-discovery efforts, and save money by intelligently moving data from expensive primary storage systems.
Register for InformationWeek Newsletters
White Papers
Current Issue
InformationWeek Elite 100 - 2014
Our InformationWeek Elite 100 issue -- our 26th ranking of technology innovators -- shines a spotlight on businesses that are succeeding because of their digital strategies. We take a close at look at the top five companies in this year's ranking and the eight winners of our Business Innovation awards, and offer 20 great ideas that you can use in your company. We also provide a ranked list of our Elite 100 innovators.
Video
Slideshows
Twitter Feed
Audio Interviews
Archived Audio Interviews
GE is a leader in combining connected devices and advanced analytics in pursuit of practical goals like less downtime, lower operating costs, and higher throughput. At GIO Power & Water, CIO Jim Fowler is part of the team exploring how to apply these techniques to some of the world's essential infrastructure, from power plants to water treatment systems. Join us, and bring your questions, as we talk about what's ahead.