After a healthy career with Microsoft (NASDAQ:
), Vic Gundotra left his post as general manager in 2006 to take
with Google (NASDAQ:
). Gundotra was not allowed to join Google right away -- he was
forced to take off a year before he could officially start
working at his new employer. Once he did, Gundotra quickly rose
up the ranks and became Google's senior VP of Engineering.
Now one analyst believes that he should return to Microsoft --
as its new chief executive.
Trip Chowdhry, the Managing Director of Equity Research at
Global Equities Research, told Benzinga that the current CEO,
Steve Ballmer, "probably needs to go."
"He doesn't understand…how the world is changing," said
Chowdhry. "You need a person who understands technology and,
number two, comes from a new generation company. Third, [he]
should also have an understanding of an old-generation company,
where he has been."
Chowdhry said that Gundotra fulfills all three criteria.
"Would he be successful?" Chowdhry questioned. "We don't know.
But would it be a better risk to take Vic Gundotra as the CEO? I
would say yes."
Chowdhry added that there is currently "a lot of frustration"
within the development community. Developers are "frustrated"
because they can't make money with Microsoft's platform, he
Ballmer has attempted to inspire developers and excite the
community by showing an
unprecedented level of enthusiasm
. His famous "developers, developers, developers" chant has been
to Presidential hopeful Howard Dean, who famously executed the
world's first and only
during his campaign.
As effective as that enthusiasm may have been at one time or
other, Chowdhry argued that Ballmer's performance has not
provided investors with something to be happy about.
The truth behind that statement is debatable. While the stock
has declined more than seven percent over the last 12 months,
Microsoft is up nearly five percent year-to-date. This upward
trend could continue next month if and when the company unveils
the next Xbox game console.
Xbox 360, one of the new products released under Ballmer's
guidance, has provided Microsoft with
billions of dollars
in additional revenue.
Nonetheless, Chowdhry still believes that he should be
replaced by Gundotra.
Note to Investors: Chowdhry's comments are merely suggestions
based on his own ideas for change at Microsoft.
Thus far, the company has not given any indication that it
intends to replace its CEO.
Louis Bedigian is the Senior Tech Analyst and Features Writer
of Benzinga. You can reach him at 248-636-1322 or
louis(at)benzingapro(dot)com. Follow him
(c) 2013 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.
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