I have lost confidence in Steve Ballmer's leadership


This just isn't my week for being right. On Tuesday there was confession: "I was wrong about Apple iPad." Today, I make another: I was wrong about Microsoft's CEO. Yesterday's Windows Embedded Handheld announcement shattered my remaining confidence in Steve Ballmer. About three weeks ago, I asserted: "Steve Ballmer is the right man to turn around Microsoft mobile." If yesterday's announcement is indicative of Microsoft's mobile strategy, then I was wrong. He isn't the right man, and I must now question if he should even continue leading Microsoft.
Since January, when I posted "Microsoft, don't give up on Steve Ballmer just yet," people have asked by way of Betanews comments, e-mail or Twitter how I can stand by the man, and I have been sharply criticized for the stance. Perhaps I like Ballmer's character too much. He is a rarity among corporate CEOs. Ballmer wears his heart on his sleeve. The man struggles to contain his excitement or to resist speaking his mind, despite years of media coaching. Ballmer is a "tell it like it is" kind of man, and I find the quality appealing.
Steve Ballmer admits mobile failures, but asserts 'we look forward to competing'


Earlier today, Microsoft CEO Steve Ballmer spoke candidly with guru tech columnist Walt Mossberg at the D8 Conference. I found Ballmer's candor to be refreshing and it reaffirms my contention that he is the right man to lead Microsoft's mobile business.
"We were ahead of this game, in terms of software for phones," Ballmer told Mossberg. "We are not ahead of this game. We haven't fallen off the face of the planet, but we were ahead of this game and now we find ourselves at No. 5 in the market."
Steve 'Ballmer's Reality Distortion Field is overheating'


Monday Note has a nasty indictment of Microsoft CEO Steve Ballmer's ability to deal with reality. In post, "Ballmer just opened the second envelope," Jean-Louis Gassée writes about a different kind of Reality Distortion Field. The concept is normally applied to Apple CEO Steve Jobs and his ability to get just about anyone to believe anything. Gassée applies the Reality Distortion Field to Ballmer as a form of denial. He doesn't accept the reality of Microsoft or its failure to truly innovate under his decade-long leadership.
"Microsoft shareholders ought to worry about Steve Ballmer's own distortion, and about the self-inflicted effects of such a strong field," Gassée writes today. "We all remember Vista, it was a godsend for Apple. Did Ballmer acknowledge that there were problems? What about the Xbox 360 reliability nightmare? The apologies were left to underlings.
Steve Ballmer IS the right man to turn around Microsoft mobile


The headline is my answer to the question "Is Steve Ballmer Really the Best Choice to Run Microsoft's Consumer Business?" asked by Kevin Tofel at GigaOM on May 25th. There are several good reasons why Ballmer is the right man at the right time, but one stands out. He turned around another important Microsoft product: Windows.
"For the last 12 months, I've been running our Windows business," Ballmer told financial analysts in July 2009. It was a startling proclamation. The division, now called Windows and Windows Live, had no president running operations. There was Steven Sinfosky in charge of day-to-day Windows development, but no executive above him. Ballmer took the role that Sinfosky inherited in July 2009 as president. After bungling Vista, Microsoft got Windows 7 right, under Ballmer's supervision.
Steve Ballmer talks Bing, Google, Xbox and Windows Phone


For anyone that missed Microsoft CEO's Q&A during the Search Marketing Expo West yesterday, a transcript is now available online. I went through and picked out key quotes, so that you don't have to read the whole thing.
Several things stand out from Ballmer's comments:
Microsoft, don't give up on Steve Ballmer just yet


Ten years ago last week -- Jan. 14, 2000 -- Steve Ballmer took over the chief executive's position as Bill Gates stepped back to be Microsoft chairman and chief software architect. Ballmer has officially entered his second decade as Microsoft's CEO. There are fairly constant complaints about Microsoft's performance under his leadership.
NBC is sending Conan O'Brien packing; today ends his seven-month career as "The Tonight Show" host. Should Microsoft do something similar -- remove Ballmer and replace him with someone else, even Gates in a move like Jay Leno coming back and replacing O'Brien? I expect that many commenters to this post will answer "YES!" to that question. But I wouldn't give up on Ballmer just yet.
Why Steve Ballmer's CES keynote was boring: Microsoft is looking back, not forward


Three things were missing from Microsoft's Consumer Electronics Show 2010 opening keynote: Vision. Vision. Vision. OK, that's one thing times three, but o-o-oh was it missing. What wasn't missing: Microsoft's investment in the past.
The keynote, featuring CEO Steve Ballmer and accompanied by Entertainment & Devices president Robbie Bach, trumpeted what Microsoft long ago called "better together" -- a term that may be as much relic at the company as the strategy should be. Who knows what term Microsoft now uses for the strategy, which is about making Product A better by connecting it to Product B, or C. Better together is a sensible marketing strategy, but from a product development perspective worked -- ah, better -- for Microsoft when it was a growth company.
HP: 'Slate' PC shown by Ballmer set for some time in 2010


A Hewlett-Packard spokesperson would only confirm to Betanews this morning that the unnamed 'slate' PC demonstrated by Microsoft CEO Steve Ballmer during his keynote address to CES 2010 yesterday evening, was not a current entry in the TouchSmart series being demonstrated to consumers by HP at the show this week. Rather, it's a completely new product that will likely have a new brand and a special campaign, and its availability is only being slated for "this year."
With a number of other PCs being unveiled yesterday for near-immediate availability, including the convertible TouchSmart tm2 tablet/notebook (available January 17 at $949 MSRP), it would appear the earliest product cycle that the HP "slate" would make is the back-to-school timeframe. That would peg a product announcement for around August. Expect the price point to be premium.
10 Things you shouldn't give Steve Ballmer for Christmas


Microsoft CEO Steve Ballmer is a man who has pretty much everything. That makes him a difficult person to buy holiday gifts for. God forbid, if you're the Microsoft employee who picks Ballmer's name to be his secret Santa. Just because Ballmer might have everything, doesn't mean you should buy him anything.
I couldn't resist putting together a list of things not to buy Microsoft's chief executive. It might seem like a slow news day thing to do. In fact, Tuesday was a busy news day. This is all just holiday fun.
Ballmer: Apple market share gains are a 'rounding error'


Microsoft CEO Steve Ballmer was in surprisingly good form this morning, as he kicked off the company's annual Financial Analysts Meeting. His presentation was one of the best in years. The economy may be cool, but Ballmer is hot.
Perhaps his most piercing comments were about Apple, a competitor that has nipped away Windows PC market share and proved to be a formidable opponent in mobile devices markets.
Steve Ballmer has been running Microsoft's Windows business for past 12 months


[Editor's note: This was a live document starting around 11:56 am until 1:03 pm EDT.]
Microsoft's annual Financial Analysts Meeting opened under a fog -- a cloud of uncertainty not seen since the company went public in 1986. For most of fiscal 2009, which ended June 30, Microsoft offered Wall Street no guidance on earnings. During fiscal fourth quarter, net income plummeted by 29 percent and revenue for all five product divisions fell year over year. Microsoft also reported its first annual revenue decline ever. When will the fog clear, and what will it reveal?
Steve Ballmer's denial can't stop change from coming


"On résiste à l'invasion des armées; on ne résiste pas à l'invasion des idées." -- Victor Hugo
Literal translation: "One withstands the invasion of armies; one does not withstand the invasion of ideas."
Often paraphrased: "Nothing is as powerful as an idea whose time has come."
Web-based operating system/platform is an idea whose time has come, whether or not Google succeeds with Chrome OS. Microsoft CEO Steve Ballmer can deny it. He can march his Office 2010 and Windows 7 armies into the enterprise. But, elsewhere, the Web platform is turning from idea to practical reality -- in large part because of mobile handsets.
What's Now: Ballmer on Chrome, Google in Labs, and a Twitter novel


Ballmer ... reacts ... to Chrome OS
Tuesday, July 14, 2009 • During yesterday's Worldwide Partner Conference in New Orleans, Microsoft CEO Steve Ballmer made his first public comments about Google's Chrome OS -- and to no one's surprised, he's not really moved by it, at least not to any degree he wants people to know about.
Sinofsky promotion to Windows president much deserved, but Ballmer should have done it sooner


The only problem with Microsoft naming Steven Sinofsky president of the Windows division is the timing. He deserved this promotion long ago, and Microsoft has long needed someone in charge of the division.
Microsoft was wrong to wait until Sinofsky's team nearly finished Windows 7 to give out this badly needed promotion. The Client division is hemorrhaging profits, as Vista enthusiasm collapses and PC sales plummet.
Up Front: Ballmer says Bing may be worth investing 10% of Microsoft's income


The Bing marketing push has been a short-term success for Microsoft in that it got people to trying out its search engine, including several of the features Windows Live Search actually already had for a year or more and just never tried...because it was Windows Live Search. But in a speech last night, the man at the top of Microsoft presented what looked like a "moral," like at the end of a bedtime story, the message we're all supposed to have learned...as if Bing's success is a fait accompli. Sometimes when Steve Ballmer starts talking like Tom Osborne, you have to start worrying...and not always for Microsoft.
Search mavens: They've just like us!
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