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A Front-Runner at Microsoft, But There's No Race YetIt might still be a decade before Bill Gates and Steven Ballmer retire, but New York Times thinks Eric Rudder is the heir apparent at Microsoft. From what I can see, Eric Rudder is doing an amazing job in the server business. Other names mentioned: Steven Sinofsky (Office), Chris Jones (Windows), Yusuf Mehdi (MSN) and J Allard (XBox). From New York Times:
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I love TiVo as a service, but I am not going to buy TiVo as a stock. It's beyond me that this stock is commanding a marktet cap of 3x revenue now.
Jim Jubak thinks Pfizer is worth a look now because of its pipeline buildup, but he also cautioned that there is risk involved in the Liptor suit. (Disclosure: Pfizer has been on my watch list for some time now.)
