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microsoft had it all.hey never recovered from the justice department's foray into their company. >> let's not forget it's a $300 billion market value deposit and it generates enormous amount of cash and eight of ten computers run its window software. >> we're in the stock market, right? that's what we do. we look at companies that make viewers money. they need to make viewers more money. they haven't done terribly and they've paid some good dividends. >> right, they returned some capital. >> i think the company is worth 50 bucks, going over with rick sherlin, the company has such great opportunity if they just take over some of these areas where the facebooks of the world which have made you a lot of money -- >> and turns 10 years old today. >> i think that's important and the stock is not done going up. it's still cheap. i think microsoft's inexpensive but it deserves to be a little bit higher but facebook i could say could be much higher because of the earnings momentum. >> family, curiosity and hunger f
microsoft had it all.hey never recovered from the justice department's foray into their company. >> let's not forget it's a $300 billion market value deposit and it generates enormous amount of cash and eight of ten computers run its window software. >> we're in the stock market, right? that's what we do. we look at companies that make viewers money. they need to make viewers more money. they haven't done terribly and they've paid some good dividends. >> right, they returned...
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he last ran microsoft enterprise and cloud business. take a listen to his first public message. >> software is still a very valuable, malleable research to create it as experiences and i think that is where we will be focused on. think about how everything we do will be digitally mediated. that means that experiences such as online meetings or how i connect and communicate with my friends and family or how i view entertainment will all be changed by software. those are the places where microsoft is squarely focused in bringing our innovation. >> in addition to nadella taking the top job, bill gates has stepped down. gates will remain very involved as a technology advisor. we have a roundtable to discuss now. michael pim joins us via skype from seattle. joining us from l.a. and our editor at large, cory johnson joining me. what do you think about what you heard from satya nadella and that address? >> i think he is right. i think in a number of these markets. in a number of cases, i think microsoft is its own worst enemy in trying to over
he last ran microsoft enterprise and cloud business. take a listen to his first public message. >> software is still a very valuable, malleable research to create it as experiences and i think that is where we will be focused on. think about how everything we do will be digitally mediated. that means that experiences such as online meetings or how i connect and communicate with my friends and family or how i view entertainment will all be changed by software. those are the places where...
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coming up, the new boss at microsoft has his work cut out for him. i talk to a tech expert that says he has the right stuff, but questions whether anyone can rebot the company and make it better again. the stream is uniquely interactive television. >> microsoft today confirmed sacha nadella will replace steve ballmer as ceo. and this opens a new door for the aging technology company. nadella is the third ceo. he follows steve ballmer and bill gates who is also retiring, serving as a technology adviser. many believe that microsoft has chosen the right person to lead it into the future. and nice to see you. they looked at malali, ford. and big names in there, and get used to saying the name. satyad thatella. most people didn't know steve ballmer and didn't care. what has this guy got? >> he's been an insider for a long time. he knows how the culture works and he knows the company. and he gets how software is important. and he gets that mobile is important, which is also good. and i think that that's something that we mixed a little bit with baumer. >>
coming up, the new boss at microsoft has his work cut out for him. i talk to a tech expert that says he has the right stuff, but questions whether anyone can rebot the company and make it better again. the stream is uniquely interactive television. >> microsoft today confirmed sacha nadella will replace steve ballmer as ceo. and this opens a new door for the aging technology company. nadella is the third ceo. he follows steve ballmer and bill gates who is also retiring, serving as a...
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are all these famous stories about microsoft fighting against microsoft.ou certainly let it in a strong way. there have been some big choices of using outside software on the microsoft cloud. how has he been able to navigate those things? can you give me an example? it ishink the piece of the strength he has and the technology vision to begin with. i guess there is an example i bring up about the discussions what role azure should play internally in our properties. there was a real discussion with satya nadella about what is the real evolution after it comes on line. that brought us closer together. here is a guy who can really work with us, find out what the right answer is, and make that happen. i think that is a strong example. >> as far is giving your conversation -- as your conversation with your sources, what is it they say that makes satya nadella successful? any executive should have strong vision and intellectual curiosity. what is it that makes him special? >> a couple of things, besides the idea of him being able to stand next to an area of grow
are all these famous stories about microsoft fighting against microsoft.ou certainly let it in a strong way. there have been some big choices of using outside software on the microsoft cloud. how has he been able to navigate those things? can you give me an example? it ishink the piece of the strength he has and the technology vision to begin with. i guess there is an example i bring up about the discussions what role azure should play internally in our properties. there was a real discussion...
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and we're not even enthused about microsoft. should we be enthused? this is a big important company. >> microsoft is an important company, and i don't think they're irrelevant yet. i'll talk to you in the next five years, and we'll see where they are, but they're very important. and they still innovate. burr the problem is, they have not been able to execute on a lot of the things that they talk about. for years in the technology realm, when you go to technology conferences, they would be showing off cool stuff. and they never brought the products to market. and you had google or apple coming out with all of this stuff, and it was like what happened to microsoft? and they had a problem executing. >> they came out with the zoom, and it disappeared. and they came out with bing, which microsoft will fell you is better than google and people won't tell you you binged it. and this guy, nadella has no experience on that front. and does microsoft have to be a consumer facing company like apple is? >> that's a good question, and it depends on where they want
and we're not even enthused about microsoft. should we be enthused? this is a big important company. >> microsoft is an important company, and i don't think they're irrelevant yet. i'll talk to you in the next five years, and we'll see where they are, but they're very important. and they still innovate. burr the problem is, they have not been able to execute on a lot of the things that they talk about. for years in the technology realm, when you go to technology conferences, they would be...
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we begin with a historic change at microsoft today. the legendary software giant named a new chief executive. as we told you last week, he's satya nadella. now it's official. the new man in charge is an engineer, a microsoft insider, and a native of india. and he's only the third ceo in the company's 40-year history. stepping into a job held first by cofounder bill gates and later steve ballmer. both gates and ballmer will continue to serve on the microsoft board, and gates will become a technology adviser to nadella. but the critical question now, does all that shuffling chairs really mean a new chapter of innovation for microsoft or business as usual for the same old company? josh lipton reports. >> reporter: when we think about our product. >> reporter: after a six-month search, microsoft ultimately chose an insider as its new ceo. satya nadella is a veteran of the software giant. he's been working there for more than 22 years. most recently he was the v.p. of cloud and enterprise, a key segment for the company going forward. suppor
we begin with a historic change at microsoft today. the legendary software giant named a new chief executive. as we told you last week, he's satya nadella. now it's official. the new man in charge is an engineer, a microsoft insider, and a native of india. and he's only the third ceo in the company's 40-year history. stepping into a job held first by cofounder bill gates and later steve ballmer. both gates and ballmer will continue to serve on the microsoft board, and gates will become a...
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Feb 28, 2014
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is the chairman of microsoft and took over for bill gates. i think the role of john thompson at microsoft cannot be overstated. they clearly made some really big non--microsoft like decisions at the board level not least of all making the decision about a senior leadership change. john thompson was the guy directing the board to make the decision that put pressure on steve ballmer and will force him out even though he is one of the largest shareholders and one of the original microsoft guys. clearly, john thompson had a big role in being successor. >> how involved was he in nadella to be the ceo? >> he was part of the process. we saw is that anytime a name came up in the press -- i suspect those names came up because people threw them out there and made up the names -- the board took the step to say we are considering that person or we will. we know about lots of people who were interviewed and went far along in the process. wentems like the board through some really rigorous work to determine both the direction of the company what kind of pe
is the chairman of microsoft and took over for bill gates. i think the role of john thompson at microsoft cannot be overstated. they clearly made some really big non--microsoft like decisions at the board level not least of all making the decision about a senior leadership change. john thompson was the guy directing the board to make the decision that put pressure on steve ballmer and will force him out even though he is one of the largest shareholders and one of the original microsoft guys....
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if you look at what the market wants from microsoft, the is aed basically is it microsoft focused justn that emphasize -- enterprise, and thereby trying to increase the pe of the company. to implementking that strategy. that could cause a significant rally in the share price. however, if you look at the commentary that microsoft put out there with very carefully crafted to basically give him space to decide which way to jump, they did not say they were eating out a consumer, they mention mobile first. that is why the share price has not moved appeared the market is sort of non-plus. nonpluss. that does any bill gates is stepping away from the business. how significant will that be to you? >> i think it is quite significant for a couple of reasons. the focus has been very much on the cloud where is the microsoft has spread much wider than the cloud. ringing the old dates closer to him to help in some areas where he is not such an expert, but also i think there could be something going on here which is if satya decides to massively restructure microsoft and turned it into a proper ecosys
if you look at what the market wants from microsoft, the is aed basically is it microsoft focused justn that emphasize -- enterprise, and thereby trying to increase the pe of the company. to implementking that strategy. that could cause a significant rally in the share price. however, if you look at the commentary that microsoft put out there with very carefully crafted to basically give him space to decide which way to jump, they did not say they were eating out a consumer, they mention mobile...
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the point is, it is a big opportunity for microsoft if it were not just part of microsoft.ithin microsoft, it looks tiny, but the reality is they will leverage the cloud investment they will do and that will differentiate them in devices in general. >> thank you for your perspective on microsoft and the new ceo there. mandela is holding a live conference or webcast -- i cannot think of the word. he is addressing customers for the first time in his role as ceo if you wanted to watch the entire presentation. you can go to bloomberg.com. >> they have someone interviewing him. other companies recently -- general motors has a new ceo. and she just got swarmed. they said, we will not do that with other journalists but we will interview our own guy. >> that is one way to do it. we will be back. ♪ >> welcome back. i am matt miller. just about 40 minutes until the closing bell. 47 minutes. take a look at where the markets are. allback tuesday, but not the way back. turnaround tuesday is better alliteration. nasdaq, it down -- lost 326 yesterday. >> the yen is weaker as well this aft
the point is, it is a big opportunity for microsoft if it were not just part of microsoft.ithin microsoft, it looks tiny, but the reality is they will leverage the cloud investment they will do and that will differentiate them in devices in general. >> thank you for your perspective on microsoft and the new ceo there. mandela is holding a live conference or webcast -- i cannot think of the word. he is addressing customers for the first time in his role as ceo if you wanted to watch the...
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, long time microsoft executive. does he have what it takes to move the stock higher and get the company performing on all cylinders? we'll find out and discuss it. >>> and here it comes again. more snow coming. two significant systems developing and targeting the eastern third of the country. let's check in, meantime, with sue down at the new york stock exchange. >> it's all that pesky groundhog's fault. stocks are higher today, up about 93 points after yesterday's big sell-off. the dow higher for only the third time in 111 sessions. 94 to the upside on the dow. the s&p up 15 points and the nasdaq up 44. the ten-year note, look at the yield there, it's crept up just a little bit more, 2.68% on that, because we were looking at a sub-2.6% interest rate yesterday. check out the other global indices today. japan taking a big hit, down 4%, and overnight, now down about 13% for the year as a whole. the nikkei certainly has everybody's attention and they are watching not only the nikkei but the yen as well. up to you. >> t
, long time microsoft executive. does he have what it takes to move the stock higher and get the company performing on all cylinders? we'll find out and discuss it. >>> and here it comes again. more snow coming. two significant systems developing and targeting the eastern third of the country. let's check in, meantime, with sue down at the new york stock exchange. >> it's all that pesky groundhog's fault. stocks are higher today, up about 93 points after yesterday's big sell-off....
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so there has been this revolutionary change that has been happening out side of microsoft that microsofteen part of. when sashay became -- satya, became head of the new enterprise business he has done a remarkable job turning that around. david: brad, let me ask, our time is short. i want to ask about bill gates. he is getting a new role as well. i'm thinking he must have been a little antsy sitting on the outside. he is going back on the inside. will he now have a new pivotal role in microsoft? what do you know about it? >> i think he will. i think bill is re-energized by the opportunity to work with satya and get satya off to a fast start and helping to transform the company. it needs to be transformed. it needs to be transformed from a technology standpoint. it needs to be transformed from a cultural standpoint. i think satya is the guy to do it. liz: what unit ever the company do you think is most important that can lead microsoft out of the doldrums? out of the doldrums, they actually do very fine business but is there one division that has to come out swinging here? >> i think it h
so there has been this revolutionary change that has been happening out side of microsoft that microsofteen part of. when sashay became -- satya, became head of the new enterprise business he has done a remarkable job turning that around. david: brad, let me ask, our time is short. i want to ask about bill gates. he is getting a new role as well. i'm thinking he must have been a little antsy sitting on the outside. he is going back on the inside. will he now have a new pivotal role in...
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Feb 1, 2014
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epicenter of microsoft's future success. they're really going for the golden jewel within the enterprise. more and more spending is going toward the cloud. for microsoft to be a very relevant player they need to have success in the cloud, which speaks to why mr. nadella is sort of front and center as the potential ceo. >> our servers are all getting upgraded. >> reporter: nadella also has the technology credentials for the job. he has a deep background in electrical engineer ellinging and commuter science. there are concerns about choosing nadella, however. many on wall street want an outsider to take charge of microsoft. taking a long-time insider could disappoint investors who want dramatic change at the company. >> at the end of the day the optimism around microsoft is that you could get a fresh perspective, an outsider, someone that was willing to make the tough decisions with the enterprise, the concerned business, do you spin off xbox. now they've gone with an insider, it looks like. that's off the table. >> reporter:
epicenter of microsoft's future success. they're really going for the golden jewel within the enterprise. more and more spending is going toward the cloud. for microsoft to be a very relevant player they need to have success in the cloud, which speaks to why mr. nadella is sort of front and center as the potential ceo. >> our servers are all getting upgraded. >> reporter: nadella also has the technology credentials for the job. he has a deep background in electrical engineer...
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right now microsoft shares have been movvng higher. as we take a look at the stock up $0.10, we will have much more on microsoft and the changes at the pump and if they should affect your decision to keep the stock, by the stock, sell the stock, stay tuned for that. you can definitely not say stocks have made a comeback. we are up, but not nearly what we lost yesterday. today games have created new uncertainty about the federal reserve paper plans meaning scaling back the bond bond purchases put in years ago to stimulate a very tough market. david asman asked that pressing question, here's what mr. fischer had to say. >> is it fair to say even if the stock market slide continues say to another 10% or 10% of the total slide without the economy tanking, we get a fair jobs report on friday, the fed will continue along its current tapering course? >> all i can tell you is how i would vote. that were the case as you just stated is, that were not deter me from voting to continue the reduction of our large-scale asset purchases at its current
right now microsoft shares have been movvng higher. as we take a look at the stock up $0.10, we will have much more on microsoft and the changes at the pump and if they should affect your decision to keep the stock, by the stock, sell the stock, stay tuned for that. you can definitely not say stocks have made a comeback. we are up, but not nearly what we lost yesterday. today games have created new uncertainty about the federal reserve paper plans meaning scaling back the bond bond purchases...
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Feb 14, 2014
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how do you put the love back in microsoft?rs actually want instead of what microsoft wants to sell. when i look at microsoft products, it's like they're going through the spare parts bin of various divisions like windows, office and skype and pasting them together instead of figuring out what consumers want and how to deliver it to them. >> i take some issue with the idea the only thing people love is xbox. got to give them some credit for xbox live which isn't just the xbox, give them credit for connect which connects to the xbox. then you were talking about just consumer products here. i think there are a number of enterprise products that have done pretty well. i certainly -- it's not the sort of thing you have a lot of natural affection for. >> a lot of their products are utilities. you don't love your phone company or cable company, although i'm beginning to develop a mad crush -- >> i love my cable company at least a couple times a month. >> let's move on. let's move on. i want to talk about the iphone 6. a lot has been
how do you put the love back in microsoft?rs actually want instead of what microsoft wants to sell. when i look at microsoft products, it's like they're going through the spare parts bin of various divisions like windows, office and skype and pasting them together instead of figuring out what consumers want and how to deliver it to them. >> i take some issue with the idea the only thing people love is xbox. got to give them some credit for xbox live which isn't just the xbox, give them...
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what does this mean as we enter the new era of microsoft?adella made in ephesus that microsoft needs to move away from tc and towards mobile and cloud. what do you think his strategy should be? >> certainly, he needs to continue the changes that have been in place. they recognize the difficulties they are facing in the pcs and recognize the importance of mobile. it's interesting that bill gates a sticking around. he is the founder and the one who said it all at much and and under who some of that stuff was not happening. it will be an interesting dynamic to watch these two. de-bal said he will lmerize microsoft. you need products. you need smart technology and stuff that works and stuff that people believe they need to have them after by. -- and they have to buy. r brought a very sales oriented environment. it is a different feel under nadella and you could see it from the first day. >> is mr. ballmer out? bill gates will stay on the board and still be around. he set in motion a big reorganization. mean, steve ballmer. symbolically, bill gat
what does this mean as we enter the new era of microsoft?adella made in ephesus that microsoft needs to move away from tc and towards mobile and cloud. what do you think his strategy should be? >> certainly, he needs to continue the changes that have been in place. they recognize the difficulties they are facing in the pcs and recognize the importance of mobile. it's interesting that bill gates a sticking around. he is the founder and the one who said it all at much and and under who some...
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big news out of microsoft today. as a new ceo was announced but what does cramer think the company needs to do to stay dominant? the answer may surprise you. >>> plus, craving for cash? from organic food to fast food, as more consumers come to the table worldwide the demand on the global food chain increases. can farm supplier agco help feed the world's need for nourishment? all coming up on "mad money." >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. let me talk to you about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a c
big news out of microsoft today. as a new ceo was announced but what does cramer think the company needs to do to stay dominant? the answer may surprise you. >>> plus, craving for cash? from organic food to fast food, as more consumers come to the table worldwide the demand on the global food chain increases. can farm supplier agco help feed the world's need for nourishment? all coming up on "mad money." >> announcer: don't miss a second of "mad money." follow...
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and to take a closer look and then microsoft decision on that enjoyed by the end of the new microsoft. he did and innovation kickstart don't say that and i'm not side it could have shaken things up a bit. instead the board decided to go with an inside a deep knowledge of microsoft's complex businesses and culture. i know that two women about how the selection process evolved from a twelve week if we have two sides in uni so i can better well there's there's take the insider who was the veteran who knows how the one hundred thousand plus company like microsoft works where's take the outsider who can spice things up. and the reality is that an outsider is more risk no matter what there's more chance it will fit the bill to speed acting the same process might suspect over you are looking for their ceo and it went through for one hundred candidates of qualified candidates both internal and external and socks he ended up just being the right fit twenty two year veteran of the he's not weighed down by the award grants to represent some of the menu are things being a witch who like it or not
and to take a closer look and then microsoft decision on that enjoyed by the end of the new microsoft. he did and innovation kickstart don't say that and i'm not side it could have shaken things up a bit. instead the board decided to go with an inside a deep knowledge of microsoft's complex businesses and culture. i know that two women about how the selection process evolved from a twelve week if we have two sides in uni so i can better well there's there's take the insider who was the veteran...
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there are all these famous stories about microsoft fighting against microsoft. satya made some really strong choices. how has he been able to navigate those things? could you give any examples? >> i think a piece of it is the strength that he has in that new technology vision to begin with. i guess i would bring up the discussions we have had about what role azure should play. there was a real discussion with satya about the evolution of that. that brought us closer together. here is a guy who can really work with us and find out what the right answer is and make it happen. i think that is a strong example. >> john, what is it that they say that makes satya nadella a strong ceo? what makes him special? >> a couple of things. first of all this idea of him being able to be standing next to an area of growth, an area where microsoft can say we are making inroads. the second thing being his connection to the world of startups and silicon valley, where technology is going. you put those together with his willingness and i go back to that comment he made -- this idea
there are all these famous stories about microsoft fighting against microsoft. satya made some really strong choices. how has he been able to navigate those things? could you give any examples? >> i think a piece of it is the strength that he has in that new technology vision to begin with. i guess i would bring up the discussions we have had about what role azure should play. there was a real discussion with satya about the evolution of that. that brought us closer together. here is a...
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i am excited about the possibilities of microsoft. be on this board if i were not excited. i think he clearly is the right choice for us at this moment in time. >> is satya working on a strategy? do you expect that to be presented at the march board meeting? >> he has been in the job less than a month, so i would have to think he is working on getting to know all of the elements of microsoft, many of which he had little or no interaction with before he became ceo. there won't the a strategy discussion per se at our march board meeting. we will discuss many other things. but there will clearly be an opportunity in the not-too-distant future for satya to lay out for the board and ultimately for employees, investors, and partners exactly what our direction and strategy will be. he is the man in charge of strategy. not me or bill, quite frankly. >> you can watch our full exclusive interview with thompson chairman john at bloomberg.com/tv. it is oscar weekend. we're going to look at award-winning technologies behind the biggest action film
i am excited about the possibilities of microsoft. be on this board if i were not excited. i think he clearly is the right choice for us at this moment in time. >> is satya working on a strategy? do you expect that to be presented at the march board meeting? >> he has been in the job less than a month, so i would have to think he is working on getting to know all of the elements of microsoft, many of which he had little or no interaction with before he became ceo. there won't the a...
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of the past to microsoft of the future. >> what microsoft is struggling with is a post-pc world. their entire business has been developed on the back of windows. microsoft office, a dominant product. developed because their windows operating system is so powerful of a monopoly. you have a world where the entire computer industry is going away from the pc. he is a cloud guy and also an enterprise guy. they recognize that this is more likely their future. >> enough talk about satya. let's hear from the man himself. this is up the web conference in paris. this is a bloomberg exclusive. you won't hear this anywhere else. >> it's an exciting place to be at right now. you look at broadening what we're doing, our devices, our services. what we're doing with cloud computing, it is an amazing spot to be. both innovating and taking it to market and having a broad impact across an industry at large. you look at what happened in the last quarter in the sense of our cloud, google it when a hundred -- over 100%. we have over 50% of the production. that is the kind of new growth that we are see
of the past to microsoft of the future. >> what microsoft is struggling with is a post-pc world. their entire business has been developed on the back of windows. microsoft office, a dominant product. developed because their windows operating system is so powerful of a monopoly. you have a world where the entire computer industry is going away from the pc. he is a cloud guy and also an enterprise guy. they recognize that this is more likely their future. >> enough talk about satya....
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the microsoft story. not dela did a lot in terms of -- satya nadella has been someone thinking about where the company should be and the need to have a startup like mentality and to understand what young technology companies are doing to better understand where microsoft should go. >> whited this search take so long? search take so long? >> this is a big company. these searches can take time. they spoke to dozens of dozens of potential candidates, internal and external. it is a lot of work to figure out what the best mix is for the company. at the end of the day, there were some concerns from external candidates about what exactly .hey would be able to do in turn only,e coupling him with a new chairman and having bill gates play a role behind the scenes seemed to be the right mix. >> you alluded to bill gates stepping aside as chairman. let's take a listen to what he had to say about his new role at microsoft. -- i am thrilled that satya has been asked to step up. over one third of my time available to me
the microsoft story. not dela did a lot in terms of -- satya nadella has been someone thinking about where the company should be and the need to have a startup like mentality and to understand what young technology companies are doing to better understand where microsoft should go. >> whited this search take so long? search take so long? >> this is a big company. these searches can take time. they spoke to dozens of dozens of potential candidates, internal and external. it is a lot...
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there are all these famous stories about microsoft fighting against microsoft. you want to lead a division in a strong way. satya made some really strong choices how has he been able to about using outside sources. how has he been able to navigate those things? could you give any examples? >> i think a piece of it is the strength that he has in that new technology vision to begin with. but i guess i would bring up the discussions we have had about what role azure should play. whereas there should be a goal to say it should be everywhere and the foundation there was a of what we do there was a real , discussion with satya about the right evolution of that. that brought us closer together. here is a guy who can really work with us and find out what the right answer is and make it happen. i think that is a strong example. >> john, what is it that they say that makes satya nadella a strong ceo? what makes him special? any good executive should have strong vision and intellectual curiosity, but what makes him special? >> a couple of things. first of all this idea of
there are all these famous stories about microsoft fighting against microsoft. you want to lead a division in a strong way. satya made some really strong choices how has he been able to about using outside sources. how has he been able to navigate those things? could you give any examples? >> i think a piece of it is the strength that he has in that new technology vision to begin with. but i guess i would bring up the discussions we have had about what role azure should play. whereas...
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Feb 21, 2014
02/14
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BLOOMBERG
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if you were to compare the strategy of what a microsoft may have been thinking, it's member that microsoft owns skype, which looks pretty reasonable in terms of what they paid versus this deal. there's a business where they got a consumer end to it, but there's a business aspect for microsoft. they are able to integrate that into some of their offerings. they already have a messaging app. i don't know how serious microsoft would have been. mark zuckerberg very serious about growing the mobile communication story of facebook. >> speaking of messaging apps, they have taken away 32 and a half million dollars away from the carriers already, but there are a lot of people making money on this deal. you cover the venture capitalists tell us about how much sequoia is taking home here, the only investor in whatsapp. >> what is fascinating about this company is it has really been under the radar until this deal happened. yesterday when the deal was announced, everyone was surprised, especially in the u.s., where the application is not as popular as it is in europe. sequoia had silently invested in t
if you were to compare the strategy of what a microsoft may have been thinking, it's member that microsoft owns skype, which looks pretty reasonable in terms of what they paid versus this deal. there's a business where they got a consumer end to it, but there's a business aspect for microsoft. they are able to integrate that into some of their offerings. they already have a messaging app. i don't know how serious microsoft would have been. mark zuckerberg very serious about growing the mobile...
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Feb 24, 2014
02/14
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CNBC
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as it relates to ford, we spoke to microsoft. they didn't have a big comment. i think it's probably more of a marketing blow than fundamental blow. as many of the pieces inside the ford processing for speech, if you will, was actually powered by nuance, it wasn't powered by microsoft. we will see what happens there. i don't think it's as big an issue as the press is making it out. >> glad you said that. i want to follow up with that. when i saw the blogs today and the headlines about oh, microsoft gets embarrassed or whatever, i thought this was in progress before the devices business was bought by microsoft but others made such a big deal about it, i was questioning and thinking are we getting something wrong here. these folks should know better than me so why, then, are they making a big deal about it? >> it was already in process, number one. number two, it's a very low end phone. all the reviews have been pretty mediocre, to be honest. then when you think about microsoft, their view on mobility is going to be about being open. i think you will see this. the
as it relates to ford, we spoke to microsoft. they didn't have a big comment. i think it's probably more of a marketing blow than fundamental blow. as many of the pieces inside the ford processing for speech, if you will, was actually powered by nuance, it wasn't powered by microsoft. we will see what happens there. i don't think it's as big an issue as the press is making it out. >> glad you said that. i want to follow up with that. when i saw the blogs today and the headlines about oh,...
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Feb 9, 2014
02/14
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microsoft makes it official.he dela is a former head of microsoft cloud and enterprise business and has been with the company since 1992. here is what he had to say about his plan. >> first thing i want to focus on is ruthlessly remove any obstacle that allows us to innovate. innovation of on things microsoft can uniquely do. >> microsoft also announced bill gates is stepping down as chairman with john thompson taking over that role. stay veryoing to involved with the company as a technology advisor. >> i am thrilled satya nadella up,sking me to step increasing the time i spent at the company. in i will have a third of my time available to meet with product groups and it will be fun to define this next round of products working together. >> we assembled a special roundtable. diego,drosky from san curt of d.c.. he was president of microsoft's office to vision. well is our editor at large cory johnson and our senior west coast correspondent jon erlichman. started by asking just who is satya nadella. >> i spent a lo
microsoft makes it official.he dela is a former head of microsoft cloud and enterprise business and has been with the company since 1992. here is what he had to say about his plan. >> first thing i want to focus on is ruthlessly remove any obstacle that allows us to innovate. innovation of on things microsoft can uniquely do. >> microsoft also announced bill gates is stepping down as chairman with john thompson taking over that role. stay veryoing to involved with the company as a...
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Feb 5, 2014
02/14
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coming up, microsoft has a new c.e.o.e'll have more on what the leadership change means for the tech giant. that is coming up next. >> i'm francine lacqua in london. this is "on the move" on bloomberg television, streaming live on bloomberg.com, your tablet, phone and any windows phone as well. it could be a deal worth $1 billion. mp ovartis is said to be drawing interest. sam, talk to us about the vaccine unit and what is going on with merck. >> it is interesting with novartis in the fourth quarter results. until now, when you look at their accounts, you see diagnostics. they sold the diagnostics business sometime last year. for about $1.7 billion. the company during the call, the conference call they had, actually gave some numbers that allows you to try and estimate what the profitability of this business, what the revenues of this business is as far as vaccines are concerned. we estimate $1.4 billion in sales just for vaccines. looking at the numbers they gave, suggest it made no money. at best in 2014, i think they a
coming up, microsoft has a new c.e.o.e'll have more on what the leadership change means for the tech giant. that is coming up next. >> i'm francine lacqua in london. this is "on the move" on bloomberg television, streaming live on bloomberg.com, your tablet, phone and any windows phone as well. it could be a deal worth $1 billion. mp ovartis is said to be drawing interest. sam, talk to us about the vaccine unit and what is going on with merck. >> it is interesting with...
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Feb 5, 2014
02/14
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a historic day at microsoft. what the new chief executive had to say about spurring innovation. >> the first thing i would want to do and focus on is ruthlessly remove any obstacles thanyallow us to inno us to in and then focus all that an microsoft can uniquely do. jon e joins us now from los angelfrom los give us a little bit more about microsoft inmicrosisive of es.es.. are challenges. he d able. dabd he understandshe world of microsoft. they ultimatwent with a candidate fromnside a company who has spent more than two decades with microsoft.. he tal about this idea of red tape so that they can pushh ahead in new areas. east as the strategy of having both hardware and services and those being important to microsoft going forward, the cloud services clo of the business thathe bhas been focuse as been growing. i think a lot of people are pointing to that and thinking about how microsoft t n somicroi retool itself to be focus for business but in a more flexible, ient way. there is so much competition and new ways
a historic day at microsoft. what the new chief executive had to say about spurring innovation. >> the first thing i would want to do and focus on is ruthlessly remove any obstacles thanyallow us to inno us to in and then focus all that an microsoft can uniquely do. jon e joins us now from los angelfrom los give us a little bit more about microsoft inmicrosisive of es.es.. are challenges. he d able. dabd he understandshe world of microsoft. they ultimatwent with a candidate fromnside a...
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Feb 5, 2014
02/14
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olivia sterns on the future of microsoft. the subject of leadership and growth, joining us for the hour is none other than billionaire investor sam zell. holdings crisscrossed the globe in many industries -- from real estate, energy, telecom. he is also a substantial contributor to the world of education and politics. so much to talk about with sam so we are keeping them hostage to the rest of the hour. great to see you this morning. you have been as well as all of us watching from the sidelines what is going on with microsoft. i do you think they carried out the ceo search? >> i think that the challenge of aying to identify a ceo for company as iconic as microsoft is is almost an impossible task. it >> impossible? they talked to this guy, they talked to that guy. almost like a baseball player in free agency. no way to keep it secret, that's for sure. >> the real answer is, how do you define and identify someone who is capable of leading this company going forward? >> what do you think of microsoft choosing, after all of thos
olivia sterns on the future of microsoft. the subject of leadership and growth, joining us for the hour is none other than billionaire investor sam zell. holdings crisscrossed the globe in many industries -- from real estate, energy, telecom. he is also a substantial contributor to the world of education and politics. so much to talk about with sam so we are keeping them hostage to the rest of the hour. great to see you this morning. you have been as well as all of us watching from the...
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Feb 17, 2014
02/14
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KCSM
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often the break kindergarten that i did on the new microsoft. no one has a captive in their hearts into the new city. you're watching your kicks off a share that news flying get microsoft board named hard about going for canada to ask chief executive officer didn't take that time. given the woeful dots which have become household names like windows mode kicks in ballpoint and on its face the announcement ended with the dead of an osprey on the indian system to one of the highest profile corporate job nobody. i am. microsoft corporation new meaning when he accompanied me to suck tonight the chief executive officer and said go from the bill gates would step down as chairman and advise the new cu of technology walking in it all changes to tort of the company has two of the piece you are you sure are they. having the internet. what is it to work on an indian guy who did the teaching of microsoft's internet he's not competing services is only by the soft currency york and thirty nine years. no more. the joint competes in two thousand. new activities
often the break kindergarten that i did on the new microsoft. no one has a captive in their hearts into the new city. you're watching your kicks off a share that news flying get microsoft board named hard about going for canada to ask chief executive officer didn't take that time. given the woeful dots which have become household names like windows mode kicks in ballpoint and on its face the announcement ended with the dead of an osprey on the indian system to one of the highest profile...
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Feb 23, 2014
02/14
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how involved are you on a day-to-day basis with microsoft? >> i am on the board. board is doing some important work right now. the foundation is the biggest part of my time, but then i put part-time work in to help as a board member. >> are you involved at all -- or how involved are you with the search for the new chief executive? >> the board is working on that. there is nothing new to say. >> we had the fortune of having the mayor come back to this company, and we are happy to have him back at bloomberg. bill, has that ever hit your vision in the future of ever going back to microsoft full-time? >> well, my full-time work will be the foundation for the rest of my life. my wife, melinda, and i are enjoying that. i get to do it in depth. i am not going to change that. i will help out part-time. >> mike, tell me how you think. in the 12 years you have been in public office, technology, the industry itself has changed dramatically. new pioneers that follow in the footsteps of bill gates, give me your take on the state of technology. >> technology is an enabler. it i
how involved are you on a day-to-day basis with microsoft? >> i am on the board. board is doing some important work right now. the foundation is the biggest part of my time, but then i put part-time work in to help as a board member. >> are you involved at all -- or how involved are you with the search for the new chief executive? >> the board is working on that. there is nothing new to say. >> we had the fortune of having the mayor come back to this company, and we are...
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Feb 3, 2014
02/14
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CNBC
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microsoft and apple in the old days. people were using microsoft.a subpar product. >> norman, i've argued this is a fantastic american company that is basically a toll booth, however, it punches below its weight. is norman going to change that? >> probably not. >> i'm sorry, norman. >> maybe you will change that. >> i don't think they're giving me much power here. i doubt as an insider he's going to make a lot of revolutionary changes. he does have the opportunity, he's going to have a mandate to do big things but i suspect bringing him in because, lack, they just did a re-organization starting last july. they probably need to stay the course. like kara said, this is a guy who's been in charge of what is arguably been the growth and profit driver for microsoft. >> beiingo. >> this whole idea that he may not be the chairman? is that right, is that not right. >> he's a busy man. he's not a very good chairman. he doesn't like the wall street aspect, the investor part of it. he doesn't care, for most of his career he hasn't cared about that. >> he cares
microsoft and apple in the old days. people were using microsoft.a subpar product. >> norman, i've argued this is a fantastic american company that is basically a toll booth, however, it punches below its weight. is norman going to change that? >> probably not. >> i'm sorry, norman. >> maybe you will change that. >> i don't think they're giving me much power here. i doubt as an insider he's going to make a lot of revolutionary changes. he does have the opportunity,...
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the pose that microsoft.o the ma
the pose that microsoft.o the ma
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Feb 15, 2014
02/14
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on a special "titans at the table," we chat with microsoft chairman bill gates. he is the world's richest person and with that great wealth comes great responsibility. he wants to destroy the myth that poverty and disease can't be eradicated. >> joining gates, a friend and fellow philanthropist, the bloomberg lp founder and former new york city mayor, michael bloomberg. >> there are fewer people starving, fewer people sleeping without a roof over their head. things are better. >> in the bill and melinda gates foundation, gates predicts that by 2035 there will be almost no poor nations left in the world. coming up, we hear what these titans are doing to see that through. bill, i read through your letter and what i noticed in the tone was that you are very optimistic. you say look, we are better off than we were decades ago. where does this optimism come from? >> i think i am naturally optimistic but also the facts are on the side of the optimist. it is dangerous that people are focusing on the bad news and not seeing the progress we have made. it means they don't
on a special "titans at the table," we chat with microsoft chairman bill gates. he is the world's richest person and with that great wealth comes great responsibility. he wants to destroy the myth that poverty and disease can't be eradicated. >> joining gates, a friend and fellow philanthropist, the bloomberg lp founder and former new york city mayor, michael bloomberg. >> there are fewer people starving, fewer people sleeping without a roof over their head. things are...
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Feb 15, 2014
02/14
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KCSM
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you're watching your kicks off a share that news flying get microsoft warm and hard about going soft in the day to ask chief executive officer jean date that tied the game and the one for tots which have become household names like windows mode kicks in ballpoint and outlook express the announcement. anyway if not dead of an offspring of the indian system to one of the highest profile corporate job nobody. i think microsoft corporation you need to do to your company with its authentic the chief executive officer and said go from the bill gates would step down as chairman and advise the new cu of technology. walking in it all changes toward a company that rules the piece you are you sure. are they. adding to the internet. what is it to work on an indian guy who did the teaching of microsoft's internet he's not competing services is only by the soft currency york and thirty nine years. taking over from beaumont. the joint competes in two thousand. i knew it it is but to be connected to our broadband data and some that still won't that be updated before. all in all of this is where the
you're watching your kicks off a share that news flying get microsoft warm and hard about going soft in the day to ask chief executive officer jean date that tied the game and the one for tots which have become household names like windows mode kicks in ballpoint and outlook express the announcement. anyway if not dead of an offspring of the indian system to one of the highest profile corporate job nobody. i think microsoft corporation you need to do to your company with its authentic the chief...
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Feb 18, 2014
02/14
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KCSM
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he joined microsoft in nineteen ninety two. we kind of cool to catch up with leading roles in the office and being so changing teams. a gets in. addition to many students who are studying either by school the aggies had about school day activity had already started powered up. i was. the forty six the lord in guinea to the whole enterprise business chief takes on the monument the gospel according to new and addictions. he did eat a dozen top and a bad break and the moon and safety concerns hopes in the next innovation apart from english names even indian names called china a super couple. we used to listen. i mean just in time to top it with a light on the contents. i use it especially a lot of what steve did a mini industry of sweets in the sandbox. today go beyond listening. the new impetus to that is really fantastic. lately i feel really happy. i'll review this this this meeting is saturday and a fantastic the best. this is a great inspiration to the many people goes a lot coming up blowing up coming that to make unto thee.
he joined microsoft in nineteen ninety two. we kind of cool to catch up with leading roles in the office and being so changing teams. a gets in. addition to many students who are studying either by school the aggies had about school day activity had already started powered up. i was. the forty six the lord in guinea to the whole enterprise business chief takes on the monument the gospel according to new and addictions. he did eat a dozen top and a bad break and the moon and safety concerns...
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Feb 28, 2014
02/14
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BLOOMBERG
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. >> moving onto microsoft. thompson saidohn done with bloomberg television in london, speaking exclusively about the future of the company. he was the guy that spearheaded the search for a new ceo. he was very much behind the movement. tell me more about john thompson. >> a longtime ibm guy. he took semantic and ran one of many companies in the new emerging world of internet security and became the leader in that business. he made a lot of money for himself in the process. his role as a war member has been just as important. his central role in turning the heat up on steve ballmer is really interesting and one of the untold stories of microsoft. ballmer seen steve retired from the company. how much was his own doing? how much was the board asking tougher questions? johnows the hands of thompson. >> let's take a look at this interview. what the biggest challenges are for microsoft lying ahead. >> the issue quite frankly for us is about focus. one of the reasons why we chose sasha and adele as she has a strong ba
. >> moving onto microsoft. thompson saidohn done with bloomberg television in london, speaking exclusively about the future of the company. he was the guy that spearheaded the search for a new ceo. he was very much behind the movement. tell me more about john thompson. >> a longtime ibm guy. he took semantic and ran one of many companies in the new emerging world of internet security and became the leader in that business. he made a lot of money for himself in the process. his role...