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To answer the original question, Microsoft needs someone visionary, and Ballmer isn't.
But to find someone to lead them into battle, first they have to acknowledge there is a battle, and second they have to decide that they want to win it, no matter the cost.
MS really seems to have a big problem with investing what it takes to win the market both in the short and long term. Their first assumption, that they were in the Enterprise market and had that sown up, was obviously mistaken. Since the iPhone has become the top choice among executives, and workers at every level.
The second assumption, that Windows Mobile was an extension of Windows and Office, and not a platform in its own right, was grossly incorrect. Look at the number of ways an iPhone can be plugged into other devices, from highish end speakers and stereo system adaptors (with remote controls) to cars.
I made my choice to go Windows Mobile this time for the next two years, knowing it would be my last. I don't really care about what WM7 will do. I just know that no matter how good it is, Android will be at a point by the time I buy my next phone that any advantages WM has at that time, will be short lived and WM will fall behind for another 3 years again.
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