 Okay that we heard live from such a net tell the new CEO of Microsoft. That's the silicon angle and wiki bonds the cubes Coverage of Microsoft's new CEO. I'm John Furrier the founder of silicon angles tracking the signal from the noise I'll see we've been all over the story For many many years most recently the of course and the CEO we've been on top of this and the impact to companies to enter prizes to consumers We got a good lay of the land of Microsoft But what you heard here was the new CEO essentially at Microsoft talking to the troops and Significant milestones for at many levels one It's the new guard coming in in modern eras upon us one that we cover on the cube And you got two cube alumnus on the board of dirt as the chairman of the board John Thompson Been a cube on the cube at VM world a few years ago We've had Satya and Telon at Stanford with the cube event there at the enterprise forum with Excel partners VC from here in Palo Alto And I'm John Furrier and here's my take if you look at that what's happening with Microsoft over the years Rows through the PC revolution well documented Steve Jobs build gates Amazing amazing tandem built the computer industry and here you have gates stepping down taking advisory role new Blood coming in to clear the decks to bring on the new Microsoft if you look at what Microsoft's done They've gone on to complete dominance in the 80s and 90s and and mired Creating a lot of wealth enabling a lot of innovation and just really dominating It's the point where the government had to get involved calling them a monopoly and their competitive strategy their execution was second to none They had some serious mojo. They had the muscle They were awesome and then in 1997. It was a real inflection point bill gates was notified In fact, I was the first one to notify and that the DOJ filed against him Janet Reno at the time Filed against Microsoft Department of Justice as a monopoly and since then I've always said that that was the heart and soul The old competitiveness the the lion that roared if you will it got neutered in a way And since then you've seen a lot of things happen in the industry in 2001 Google rose to dominance on the search business a lot of misfires on Microsoft's side on that that that market Google rose to dominance in the ashes of the dot-com bubble in two and two thousand four ten years ago today Facebook was born no one saw that coming in fact, you know could have got bought for a billion dollars with Yahoo That was well-documented you know Facebook just emerged and then you know just celebrating their ten years and billion users active on the system You know the Facebook is a huge player that changed the game in 2007 the iPhone was launched and that was the Macintosh moment of this new generation of mobile the iPhone in 2007 really really enable the smartphone revolution and you know today in 2014 you hear you have Microsoft Kind of picking up the pieces. Okay, and and this is what it's all about Picking up the pieces for an already strong Microsoft. They have a lot of muscle. Is it fully fully there? Not yet With a little bit of exercise Microsoft can get strong again And that's that's what people are talking about and that's the big story The big story is this inflection point in the market with a company that's strong producing great earnings Their existing business is a cash cow great strength in the enterprise and this new appointment should Really put fear into into the competitors might take a year or two, but certainly not like a five-year pivot like HP Microsoft certainly has our existing muscle and again just takes a little bit of exercise as I said You know get the five families together internally to run the neighborhood really the only thing holding Microsoft back at this point In my opinion is Microsoft itself. They have the ability to reboot their developer program one of their core competency Certainly with Azure and their developer focus with DevOps consumerization of IT Application diversity. These are the pillars that make up the modern data center. This is what Satya Nadell Understands that's why he's the CEO. He's gonna do it in the Microsoft way not in the Google way And I think that is fundamentally the big story here You really had really two choices in my opinion You had like a Google like executive and you had an insider I think everyone else would have been just window dressing and here you have a serious executive With the technical chops and the business acumen inside the company to get it done and more importantly He's got people around him So tie-in-the-tale has a full team of the founders Bill Gates Steve Balmer They're going to be around Gates relinquishes the chairmanship to get out of the what I call the you know That the corporate governance kind of meet doing meetings sitting through all that BS that kind of people kind of always shrug Their souls around he can focus on his charities his foundation and more importantly keeping his company away from any icebergs In in the in the ocean so to speak you got John Thompson a seasoned executive as the chairman of the board He'll keep order in the kitchen. He'll make sure all the all the ingredients are in place and they're cooking all the right meals for For the future. I think that's a serious story that John Thompson is the chairman of the board I think you'll see him take a leadership role with Wall Street I think you'll see him deal with the shareholders and that ultimately is another defense that they have to protect Ultimately protect against themselves making sure that there's no turf wars clear the decks. That's product execution That's keeping everyone on the straight and narrow keeping them on focus on the execution and the other threats of Microsoft is the is the shareholders You know getting these proxy fights and dealing with the shorts on as a public company These are the things that they have to deal with I think it's an amazing team and it's great people, you know Thompson Gates Balmer Satayana tell it's great and again and you have an Indian top of the company great diversity story He earned it. He has the technical capabilities great news from Microsoft I think they're gonna see a lot of action and I wouldn't be surprised to start seeing sweeping changes almost effective immediately You're always seeing the company totally prepared the messaging was all teed up This was coming down the pike for a while and you know, I I you know I say this is good good move from Microsoft So breaking coverage of Microsoft CEO go to our crowd chat net slash Microsoft We have a live crowd chat for the next few hours come in the way and get on the records a public timeline On the hashtag Microsoft you want to follow us go the hashtag Microsoft come to crowd chat net slash Microsoft I'm John Furrier with silicon angle the cube. This is extensive coverage exclusive coverage of Microsoft's new CEO