Don't get me wrong, I think MSFT will be better served with a different CEO, but I wonder whether the two are connected. Certainly, the re-org will struggle without strong leadership to hold it together.
You know what makes sense to me? MS is only broken according to engineers inside and people in the SV echochamber. They've got piles of cash, they generate piles of cash, they pay a dividend... Other than equity prices, they look pretty good. They were late to search but bing has carved out a niche, late to mobile but they've got a niche, late to games but they look like they are doing just fine there. Vista, Windows 8, RT and Surface seem to be missteps but they are still shipping numbers that most companies would be envious of.
If they were or are bothered by the flat equity prices, why did it take so long? And to be very honest, the engineers I've spoke to that have mentioned "problems" within the company generally have options that have been underwater, FWIW.
I think Ballmer and upper management think they are doing just fine, they think there is a competitive landscape but they are still making tons of money and leading a few sectors. He reorged them for what he sees as the next 10 years or something and he's going to find a replacement that sees his vision. They won't pull an outsider and probably don't see the need as there isn't anything "broken" that needs to be "changed." I predict no big changes.