Mobile Makes Elop Shoo-In as Microsoft CEO: Devine

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Nov. 19 (Bloomberg) -- Rick Devine, founder at TalentSky, examines Microsoft’s search for a new CEO and his belief that Nokia’s Stephen Elop is the right person for the job as the company needs to focus on mobile. He speaks on Bloomberg Television’s “Market Makers.”

Stephen the elop from nokia, for example.

Who do you think will get the job?

I believe stephen elop is the biggest financial risk for microsoft and the fact that the mobile devices are not running microsoft technology.

They have to succeed there.

I believe elop is the best choice.

He has been a microsoft.

He has been an external, public ceo and brings a significant amount of experience in the mobile industry.

Does one look that one went on at nokia when he was ceo in those first three years profits fell monday five percent.

-- 95%. they went to junk.

That is interesting.

I think the important thing for marker soft is that he shifted their text act to a -- tech stack.

It was probably the only choice he had to maintain relevance.

If you look at what happened to blackberry, for example, with not making the shift to android or microsoft.

He had to make a tough call.

I think it is more an indication of his ability to make it difficult strategic decision in spite of the short-term pressures from investors.

I do want to pass judgment on stephen elop, but i do wonder why it appears that microsoft can't get a better shortlist of candidates together?

This is one of the greatest technology firms ever built.

It has $80 billion of cash.

It generates $80 billion a year in revenue.

Why wouldn't some of the best ceos in the world want to turn this company around?

I don't think the point is that they can't extract a highly credible external candidate.

The trend in technology industries product innovation and relevance.

When you look at the yahoo!

Decision of bringing marissa mayer and.

-- in.

When you look at the microsoft board and they are saying what is the most important product vision we can say -- bring in?

I bet you they would say it's mobile.

That is the biggest threat and biggest opportunity for them.

When you go down a path, there are few candidates.

When you look at the unique scenario with elop having run office which is the franchise under risk with the mobile computing transformation from desktop to mobile.

And you look at his experience with nokia.

The fact that he is somewhat of a hybrid, internal and external, makes him a shoe in for the opportunity.

Isn't the fact that he came out of microsoft a bit of a knock against him?

This is a company that has been not been able to innovate successfully enough to be competitive with some of the smaller, more nimble organizations out there in desktop and mobile technology.

One of go to say find somebody who worked for paul jacobs at qualcomm?

Why not find 70 you trained under the guys at samsung?

These are the guys who appear to own the mobile market right now.

If i were counseling the company, i would say that qualcomm is a semiconductor company at the end of the day.

They sell chips to device manufacturers.

I would not think that microsoft is going to go down the path of a samsung, which is a company that is a hardware specific company, not an applications or software company.

Then you think about elop.

He is a technologist.

He has a -- experience with office.

I think it is the biggest is does and the one under the most risk with mobile computing.

When you look at his experience with making nokia relevant again, whether or not they were required by microsoft.

I think their products are a lot more viable now that they have committed to a software strategy that makes them a whole lot more interesting to consumers than if they were just running what they had when stephen elop joined the company.

I think that gives you a lot in the stephen a lot can't. -- elop camp.

I think it is a shoe in.

I have this cup of bloomberg water in this -- in front of me that he will be the next ceo.

What is the timing?

The sooner the better, i think.

I think it be comfortable to the employees.

It is not as shocking as bringing in someone from completely outside the industry that will generate a lot of uncertainty about what that person might have in mind for the company.

I think you will actually the a calming influence when and if that decision is made.

Looks go back.

A colleague was here a few minutes ago talking about how there are activist investors who are not going to be satisfied with a replacement for steve ballmer alone.

I want to see change on the board.

What do you think about bill gates chairmanship of microsoft?

Do we need to see change there as well?

I don't think so.

I think all the great companies have a strong individual, possibly a founder, if you look at oracle and you look at michael dell, bill gates is microsoft and microsoft is bill gates.

It is important.

He is still a very important figure to the organization.

They all speak about his legacy there with a tremendous amount of respect and passion.

I think having him involved is important to the future of the company strategically.

I would say that the activist investor issue -- that is mostly short-term optimization about shareholder value.

Bill gates is going to take much more of a long-term approach.

How does microsoft stay relevant over the next 10 years?

That is the key question.

This text has been automatically generated. It may not be 100% accurate.


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