Microsoft needs a new leader. I absolutely agree with that. 100%.
But replacing a struggling tech giant with someone like Mulally would kind of be like
with Tim Cook.
Now, I have defended Cook in the past and I can see how the above sentence may seem hypocritical, but allow me to explain.
Unlike Microsoft, Apple isn't in trouble -- yet. It still has creative genius Jony Ive. The company continues churning out record profits and at this point just needs someone to effectively manage the company.
That's Cook's role.
need a manager though. It needs a new leader. An innovator. Someone who can spinoff certain assets, unlock value and find the company's next growth catalyst.
It has enough Tim Cooks. Now it just needs a Jony Ive.
Not only do I believe that Mulally will stay at Ford, but I believe he's the wrong man for the Microsoft job.
Sure, he's got a home in Seattle where Microsoft is based, and likes to yuck it up with Ballmer & Co. from time to time, but that doesn't mean he's going to run the company.
I think the media got a hold of this 'Mulally for CEO' campaign and ran with it. I'm willing to be wrong, but man, I just don't see it happening.
At the time of publication the author was long F and AAPL.
This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.