Does Microsoft Even Have a Plan for Nokia?

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Sept. 19 (Bloomberg) -- Bloomberg Contributing Editor Paul Kedrosky previews Microsoft's analysts meeting with Betty Liu on Bloomberg Television's "In The Loop." (Source: Bloomberg)

Safe to say we may not see someone quite as oyster us as steve ballmer.

Clearly that is the biggest question right now.

Do you expect them to eliminate anyone?

I did not.

The closest we will probably get is a party line that this has been in process for some time.

They will try to give every impression.

They have been pretty careful to do that.

They will face some truly parse question.

Obviously the ballmer succession thing.

The stock over the past decade or so.

What would you push them the hardest on right now?

I mean, at least three things.

One of them is realistically, what are the plans?

Not obvious that it is anything other than its attempt to bring in a back of ceo.

The kind of transaction that always makes investors nervous.

The fundamental problem of the ability to energize the business.

Where is the growth story going forward?

Continued flatlining in the pc business.

How does microsoft turned back to a growth stock?

What is interesting is as these questions are plaguing and taking over microsoft, they have made some of these moves right before they are about to lose the ceo.

You mentioned nokia that they announce the share buyback.

There seems to be -- news out yesterday about the xbox and perhaps moves there on the television and original content.

Certainly not at a standstill, even though there are questions over the growth.

I would characterize that as scattered and frantic.

Very little to do with the core business.

You are doing a transaction to fill a part of the business while final -- simultaneously bring in a candidate potentially to be ceo.

Everything else is engineering.

The bloomberg contributing editor.

Microsoft not only tech giants we are watching.

Other senior executives at apple.

Pickup the latest edition.

Coming up, kevin spacey is set to steam his way into more european homes of the house of cards politicians star.

Inside the global push.


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