If you were to pick anyone who knows Microsoft and its challenges as well as anyone, you could do worse than going with either Jeff Raikes or Kevin Johnson.
Raikes headed up Microsoft’s cash cow Office operation for years, and Kevin Johnson was a top Windows guy who also oversaw the company’s bid to buy Yahoo. Both Raikes and Johnson are retiring from their respective top jobs positions at the Bill and Melinda Gates Foundation (Raikes) and Juniper Networks (Johnson.) Johnson announced his plans to step down from Juniper earlier this year. Raikes’ retirement was announced Tuesday.
Depending on your point of view, the fact that both execs have strong Microsoft DNA and are nearing retirement age could be a plus or a minus. Some think Microsoft needs a bold change and should bring in a young Turk from the outside to shake things up. Others hold that the company is far too large and complex for any newbie to manage successfully.
As for Raikes returning to Microsoft, AllThingsD’s Kara Swisher ain’t buying it. She said he plans to spend more time in his home state of Nebraska overseeing his own foundation.
In addition, support is building for Alan Mulally, who helped engineer turnarounds at both Boeing and Ford, to be on the short list for Microsoft CEO. Mulally’s family still lives in the Seattle area and he is said to be close with outgoing Microsoft CEO Steve Ballmer. Ford is a huge Microsoft customer and Steve Ballmer, is a Detroit native whose father was a car executive.
Reuters is also puts former IBM exec and current CSC CEO Mike Lawrie on a short list of CEOs preferred by several of Microsoft’s largest institutional investors. It’s worthwhile noting that Lawrie spent time at ValueAct, the shareholder activist company that is seen driving big changes at Microsoft.
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