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鲍尔默将 International Paper公司的首席财务官Chris Liddell挖到微软担任相同的职务
[ 2008-6-22 23:58:00 | By: pololaGirl ]
 
但是有件事是显而易见的:要不是鲍尔默愿意接班,盖茨是不会这么快放手的。盖茨的妻子美琳达说:“比尔曾经多次跟我说过,如果史蒂夫不呆在公司,他是无法放下微软公司的。 如果史蒂夫做的不好,比尔也不会放心退休。他永远不会。”

自从8年前担任微软首席执行官以来,鲍尔默的管理作风渐渐成熟起来。营销主管 Mich Mathews说:“他曾经让所有人都不满意,各个方面都是如此。 但是现在他已经发生了很大的变化。他现在是总经理了。”当他意识到他的老朋友盖茨将不再站在他的旁边出谋划策时,他就有意识地作出了淡出日常管理事务,将目光投向更长远的大局上的决定。

虽然他从来也不是一名真正的软件程序员,所有人都知道鲍尔默只是在数学上跟盖茨一样棒。他天生对数字敏感。 微软服务器与工具分公司主管Bob Muglia说:“史蒂夫的脑子很灵活,就象是电脑一样。”他希望他的下属也很擅长数学。他编写的各种业务发展计划书中,17页资料中有11页都是各种数据。那些数据写得很小,其他高管甚至要用放大镜才能看清。但是他却从不在上面标出那些数据的变化率,他认为人们应该心中有数。 这样也就节省了计划书的篇幅。

鲍尔默在过去几年里提拔了身边的多名副手。现年47岁的资深元老Kevin Johnson以前管理着全球销售业务,现在则兼管Windows和在线服务业务。由于以前负责年收入190亿美元的商业分公司的Raikes即将成为盖茨基金会的CEO,鲍尔默最近将44岁的Stephen Elop招入靡下,Elop在Macromedia被Adobe收购之前是该公司的CEO,后来则担任着Juniper Networks公司的二把手。 曾担任服务器分公司CEO的Bob Muglia现在则负责企业基础结构内的合成软件开发业务。另一位拥有20年工作经验的资深员工、46岁的Robbie Bach则被提拔为娱乐与设备业务主管。

鲍尔默从未把挑选人才的眼光局限在技术行业内部。两年前,鲍尔默将 International Paper公司的首席财务官Chris Liddell挖到微软担任相同的职务。 同时,他还说服Kevin Turner放弃他在沃尔玛的首席信息官的职务,加入微软担任首席运营官。现年43岁的Turner在计量方面非常固执。他在微软发明了一种由30个单项构成的计分卡,将包括客户满意度、Windows市场份额增长以及微软在全球范围销售产品的65个国家的地区经理等都纳入其中。每月,Turner都会收到一份他称作是ROB(业务周期变动)的报告。报告中的30个分项的后面都会以红色、黄色或者绿色中的某种颜色进行标注,如果以红色标注的项目数量超过1个,那么就意味着那个经理应该让贤了。

微软面临的挑战是非常巨大的。对于这么大的一家公司来说,发展就意味着对大多数人的法则对抗。 鲍尔默指出,要想让2009年的利润增长15%,公司就必须创造出40亿美元的税前营收。在已经达到如此大的规模之后,微软还能不能保持发展呢?

华尔街对微软的发展前景并不乐观。据路透社调查,分析师们一致认为,微软的利润增长率每过两年就会有所降低,2009年的利润增长率大概在13%左右,到2010年时就会降低到10%。微软公司股票一直处于横盘状态,已经有6年时间保持在每股25美元到30美元之间了。(其股价在去年下半年曾一度上涨到每股35美元左右,但是今年提出收购雅虎的要约之后,股价立刻就跌回到20多美元。根据最近12个月的收益计算,微软股票目前的市盈率仅16倍,低于标准普尔500指数的22倍市盈率。但是分析师们认为微软在2008财年的每股收益将比上财年增长31%。相反,标准普尔公司预计标准普尔500指数的每股收益今年将只能增长8.3%。

最大的原因是,微软可以确保其Windows操作系统的高利润。据高盛公司称,尽管Vista系统遇到了许多的问题,但是Windows系统在2008财年的营收仍将增长11.3%达到167亿美元。 其中大约有75%会是其营业利润。

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