What is one good thing that Ballmer has done for MS? He's ridden the momentum left by Gates, and since then..... what? Nothing new & good. If I'm an investor in MS, is he really the best option? Not that Microsoft isn't a good company and does some great work (Microsoft Research labs are amazing, I don't care what people say), but honestly it seems like as a company, Microsoft hasn't really done anything new & better in over a decade. He's kept a steady course with the golden goose(s) of Windows/Office, of course.
Ah, good point on Azure, that's fairly big. Windows 7 I guess I don't really see as anything more than iteration. It was an honest question, so I appreciate a good answer!
MS has been profitable for almost every quarter. Just being able to maintain the Windows Eco system is a huge source of revenue. The real problem is that his leadership style isn't sexy, which affects our ability as shareholders to speculate on the stock price. MSFT stock has hovered around $25,30 for the last few years, which makes it hard to stomach for my investment scale. I am looking for a jump from $25 to $50.
Just imagine if he made a reckless but well advertized decision! The stock would rise and I would short that so hard they would name a cake after me.