In contrast to my posts below about Satya Nadella taking over as Microsoft CEO, Ben Thompson stakes out the bear case:
So now we come to Satya Nadella. By all accounts he is a great guy, super sharp, and responsible for Azure, one of those foundational services I mentioned above. Still, he traces his recent success as head of Microsoft’s Enterprise and Cloud group mostly to the Enterprise part – aka on-premise server software – which is intimately tied to Microsoft’s current business model of PC + Office + server, not it’On s necessary new model of any device + Office365 + Azure. Moreover, he’s inheriting the current leadership team of which he was recently a part, raising questions about just how much authority he can exert.
I guess that’s part of the reason Gates is stepping down to assist, to give more legitimacy to his decisions because “dad said so.”