<<2 quarter after Mc Neally went to Jack Welch for help, SUN reported 60% growth; just a leading indicator. Get real Blisenko>>
Welch's greatest strength IMO, I have read several books about G.E. and him, is his willingness to change on a dime and his commitment to enpower his employees. This is very different than most companies. Welch lets him people run and if they do not perform; gone.
There is no chief architect, no visionary CEO, just tens of thousands, aggessive, business minded employees that are told if they are not #1 or #2 in their business, then they are out of that area. So, if Jack was running MSFT, he would get rid of MSN, SQL, and any other division that is not dominant. MSFT keeps pouring money, for years, into unprofitable areas. If they were not a monopoly they could not do this. That is the scary part. They may actually hit on something besides Windows someday.
Lastly, if you look at G.E., they are SPLIT-UP into separate operating units. This is the only way to grow a large company. decentralized control. The best thing that could happen is for MSFT to be split up; they just do not realize it. They should be able to do it on their own terms but their arrogance is blinding their vision.
JMO, from your friend, Bob. |
