This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

For Microsoft CEO: Marissa Mayer, not Alan Mulally


NEW YORK ( TheStreet) -- Alan Mulally has an outstanding track record from Ford Motor (F) and Boeing (BA), but most likely wouldn't be the right guy to lead Microsoft (MSFT) to success.

Rather, what Microsoft needs to become relevant in the consumer space again are Marissa Mayer and Yahoo! (YHOO).

The new frontiers in the great ecosystems war are shifting very quickly. Google (GOOG), Apple (AAPL), Microsoft, Amazon (AMZN) and Facebook (FB) are playing an ever-higher-stakes game across an ever-wider battlefield of frontiers.

In this battle of the giants -- Microsoft, Apple, Google, Facebook and Amazon -- it is not a matter of optimizing and fine-tuning an assembly line of steel and plastic-based boxes. To be sure, devices are still made (mostly in Asia) and sold through various distribution networks.

However, these American "Fab Five" technology giants are not winning or losing based on the relative efficiency of this-or-that assembly line. BlackBerry (BBRY) and Palm had access to perfectly good assembly lines -- and look at where that got them.

Apple didn't win market share across various product lines in the last five to 15 years because it had superior factories. Rather, Apple's gains were about far more fundamental architectural choices in combination with product definition and design.

The difficulty facing Microsoft now is all about architecture and specific product definition. The architectural issue is about seeing the emergence of a whole new set of technological forces, and how they will enable new use cases. This is the level of problem Tesla (TSLA) is solving in betting 100% on the electric car, and that Google and Salesforce (CRM) solved in terms of creating cloud services to replace PC software.

The second problem -- specific product definition -- is one of taste-making. It's not too different from the fashion industry. Would Ralph Lauren (RL) have become Ralph Lauren without Ralph Lauren? There is a reason fashion houses almost always wear the founder's name -- it's all about one person's taste-making.

Do you remember Frank Lloyd Wright, or do you remember the construction company that poured the cement on time? Exactly.

Steve Jobs was the taste-maker of the technology industry. From the Mac, to the iMac, to the MacBook, to the iPod, iPhone and iPad -- along with much of the software -- Steve Jobs all but had his name on Apple's door.

1 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,778.15 +421.28 2.43%
S&P 500 2,061.23 +48.34 2.40%
NASDAQ 4,748.3960 +104.0840 2.24%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs