4 ms·

I like the first half talking about the poor decision to link stock price with CEO's performance. Also, his ultimate conclusion is that the USA lost manufacturi

I like the first half talking about the poor decision to link stock price with CEO's performance. Also, his ultimate conclusion is that the USA lost manufacturing industry and half of the car industry, but it doesn't have to lose the technology industry (Cringely thinks if the status quo is kept, the USA will indeed lost the tech industry). After reading his article, I strongly think Microsoft is positioned to realize this. Their CEO recently said something of this effect, 'Our goal is to solve more of our customers problems everyday. So that they can do things that add value in the world.' It's how I've viewed Apple (minus the past two years) and I think MSFT is on the right track.

sounds 11y ago
I'd love it if you documented some of the following: • 'Our goal is to solve more of our customers problems everyday. So that they can do things that add value in the world.' • (Separately) How Microsoft is on the right track. • How you've viewed Apple (minus the past two years)
- heimatau 11y ago
  Sure. Point 1: " revealing the company’s new, official mission statement: To “empower every person and every organization on the planet to achieve more.”" Source: http://www.geekwire.com/2015/exclusive-satya-nadella-reveals-microsofts-new-mission-statement-sees-more-tough-choices-ahead/ http://www.geekwire.com/2015/exclusive-satya-nadella-reveals... Point 2: Microsoft is shifting to create scaled services that solve various problems (Azure, CRM, mobile first campaign, etc). Point 3: I've viewed Apple that simplified the users' experience with computers and made it easier for their users to 'do more' as Nadella has been saying in the press. Apple did a solid job but unless they find other ways to add value to their users lives, their competition will squeeze most of the market share. *Note: I understand that Apple has a monopoly on the premium smartphone sales (~75% last time I checked) but this can all easily changed due to Moore's Law. Ie., most desktops and laptops sucked 10 years ago but now, they all are fairly solid products.
ableal 11y ago
> I like the first half That's actually why I tossed this in the submissions queue. I hadn't seen before the shareholder value / CEO compensation tuple connected to an academic paper: "[...] dating back to 1976 [...] when Michael Jensen and William Meckling of the University of Rochester published in the Journal of Financial Economics their paper Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure."

sounds 11y ago

I'd love it if you documented some of the following: • 'Our goal is to solve more of our customers problems everyday. So that they can do things that add value in the world.' • (Separately) How Microsoft is on the right track. • How you've viewed Apple (minus the past two years)

heimatau 11y ago
Sure. Point 1: " revealing the company’s new, official mission statement: To “empower every person and every organization on the planet to achieve more.”" Source: http://www.geekwire.com/2015/exclusive-satya-nadella-reveals-microsofts-new-mission-statement-sees-more-tough-choices-ahead/ http://www.geekwire.com/2015/exclusive-satya-nadella-reveals... Point 2: Microsoft is shifting to create scaled services that solve various problems (Azure, CRM, mobile first campaign, etc). Point 3: I've viewed Apple that simplified the users' experience with computers and made it easier for their users to 'do more' as Nadella has been saying in the press. Apple did a solid job but unless they find other ways to add value to their users lives, their competition will squeeze most of the market share. *Note: I understand that Apple has a monopoly on the premium smartphone sales (~75% last time I checked) but this can all easily changed due to Moore's Law. Ie., most desktops and laptops sucked 10 years ago but now, they all are fairly solid products.

ableal 11y ago

> I like the first half That's actually why I tossed this in the submissions queue. I hadn't seen before the shareholder value / CEO compensation tuple connected to an academic paper: "[...] dating back to 1976 [...] when Michael Jensen and William Meckling of the University of Rochester published in the Journal of Financial Economics their paper Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure."