Mulally Not the Best Choice for Microsoft: Kedrosky

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Nov. 7 (Bloomberg) -- Bloomberg Contributing Editor Paul Kedrosky looks at what Microsoft needs in its next CEO and whether they’re better looking to the outside or promoting from within. He speaks on Bloomberg Television’s “Bloomberg Surveillance.”

Alan mulally by december.

You do not buy that?

Rick has been closer to this.

So he is close to the story.

I just do not see it.

It does not make sense to me.

I think there are better choices.

Not that alan mulally is a bad choice.

Depends on what they want a premium for.

They want a premium for the stock.

Do they want a premium in the stock because it is now a growth stock?

If you want it to consider the growth stock, you do not want alan mulally.

Don't you think they need a technology named?

I know alan mulally is a star in his circle, but i feel like they need to shake it up.

I think that is the financial and stake, but microsoft is such a complex organization.

If you want someone to hit the ground running come up then it is mandela.

I should have some titles underneath me.

We are not as -- i think he has too much baggage.

Beginning of baggage, what about any role that bill eight -- bill gates could play?

There has been speculation he will come in in some form or another, at least to right the ship initially.

He seems blissfully happy with what he is doing at the gates foundation.

He is in the process of selling most of his shares.

He has rapidly moved on to a new part of his life.

Only it the company was in desperate straits.

Not just to drive a turnaround.

No obvious turnaround who is behind the scenes with a grand vision for the company.

Steve ballmer has said clouds will be the next big driver for the company.

Not pcs.

Why do you think internal versus external?

I think it is a complex organization.

You need someone who knows where the bodies are buried.

Do not hire someone who will have a series of studies.

In the meantime the rest of the marketplace moving on.

Lex i cannot comment at all.

Both are important clients.

In terms of the strategy, what do they need right now?

What do they need from the neck ceo?

I think they need someone who can rebuild a growth story.

If it is just a value stock, coming in here to say these are great assets, the price, i think a lot of investors are not holding it.

The argument is, what should they be using the cash for?

So far i have put it into the share buyback.

What should they be acquiring?

I would love to see them being much more acquisitions -- aggressive on the acquisition front.

Likes me as baffling that a dropbox still exist.

At some price they will sell and go public.

It is going to happen one level or another.

They have an patient investors who will want to nix it at some point.

A lot of companies out there that would be a natural acquisition.

Which it has not happened.

We will see.

Steve ballmer announced in august at it would be a year.

The shareholder meeting is this month.

They said they want to make a position before the end of the year.

Thank you.

I know you will be joining us.

You do not buy that?

Rick has been closer to this.

So he is close to the story.

I just do not see it.

It does not make sense to me.

I think there are better choices.

Not that alan mulally is a bad choice.

Depends on what they want a premium for.

They want a premium for the stock.

Do they want a premium in the stock because it is now a growth stock?

If you want it to consider the growth stock, you do not want alan mulally.

Don't you think they need a technology named?

I know alan mulally is a star in his circle, but i feel like they need to shake it up.

I think that is the financial and stake, but microsoft is such a complex organization.

If you want someone to hit the ground running come up then it is mandela.

I should have some titles underneath me.

We are not as -- i think he has too much baggage.

Beginning of baggage, what about any role that bill eight -- bill gates could play?

There has been speculation he will come in in some form or another, at least to right the ship initially.

He seems blissfully happy with what he is doing at the gates foundation.

He is in the process of selling most of his shares.

He has rapidly moved on to a new part of his life.

Only it the company was in desperate straits.

Not just to drive a turnaround.

No obvious turnaround who is behind the scenes with a grand vision for the company.

Steve ballmer has said clouds will be the next big driver for the company.

Not pcs.

Why do you think internal versus external?

I think it is a complex organization.

You need someone who knows where the bodies are buried.

Do not hire someone who will have a series of studies.

In the meantime the rest of the marketplace moving on.

Lex i cannot comment at all.

Both are important clients.

In terms of the strategy, what do they need right now?

What do they need from the neck ceo?

I think they need someone who can rebuild a growth story.

If it is just a value stock, coming in here to say these are great assets, the price, i think a lot of investors are not holding it.

The argument is, what should they be using the cash for?

So far i have put it into the share buyback.

What should they be acquiring?

I would love to see them being much more acquisitions -- aggressive on the acquisition front.

Likes me as baffling that a dropbox still exist.

At some price they will sell and go public.

It is going to happen one level or another.

They have an patient investors who will want to nix it at some point.

A lot of companies out there that would be a natural acquisition.

Which it has not happened.

We will see.

Steve ballmer announced in august at it would be a year.

The shareholder meeting is this month.

They said they want to make a position before the end of the year.

Thank you.

I know you will be joining us.

We will talk a lot more about

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

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