Re:How Satya Nadella turned Microsoft around
by ogre_codes on Friday October 23, 2020 @12:06PM
(#24870946)
> Although he hasn't produced any new cash cows so far ...
> Sure, there are no home runs here, ...
Huh?
AirPods + Apple Watch are bigger than either the Mac or the iPad and are growing much faster.
Companies don't crank out iPhone class "home runs" every 10 years. Microsoft had the Windows and Office, Google had Search and GMail (and made solid acquisitions in the form of YouTube and Docs). Facebook had Facebook... and bought everything else they own worth a damn.
Apple created a $25 billion/ year product line (AirPods/ Beats/ Watch) under Cook... but it's not a home run?
Sure, there are no home runs here, but he's effectively executing a coherent strategy and hasn't really had any big mistakes. I wouldn't put him as high up as Nadella and I certainly wouldn't put him as low as Ballmer. It's tough to be the guy who follows the founder and Cook has handled it well. I don't know who is out there who looks like a better candidate or a suitable replacement for Cook.