Murthy already has put Sohail and Anne in the appropriate place. The current performance of 1272 and 1273 and prognosis for 1274/1276 insures that no future TMGer will run the company. Ironic as the founding legacy for intel was all about process manufacturing but not anymore 1274 and 1276 will be intels ruin! Of course we hav BK as the last TMGer to run the company and he'll ruin it at the rate it is going!
Murthy is well positioned to run the product group, but you wonder why he lost out at Qualcomm, and why would anyone take a step down from Qualcomm to run this dysfunctional place. The situated about him are many!
It is well known that the CEO search was extensive and BK and Renee were a sad compromise as the most desirable and qualified candidates turned down the company.
Given the current state and future outlook the likelihood a white knight like Gerstner rescue to IBM is unlikely. They couldn't get the candidates to sign up last time and when they ax BK likely in 2018 the situation will be even more dire. The board could go external and get a disaster hire like Melissa is always possible for this board. The internal senoir ranks are all x86 yes men to BK and don't expect anything like what Google or MS was able to pluck out of their ranks.
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