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Superior Management Manifested in Value Creation–Good-bye Mr. Ballmer?

July 23rd, 2010 Comments off

Sometimes it’s better not to hire your friends, admittedly some late advice for former Bear Stearns executives.  For Bill Gates, it’s definitely not to late given the superiority in Microsoft’s strength and consistency in its  cash flows. However, enough time has gone by to render a verdict on the leadership ability of Steve Ballmer. For Microsoft (MSFT), the tables below are telling, as we compare some important metrics to those of Oracle (ORCL), its largest and most important competitor.

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