Looking for Chairman Bill to come back and re-vitalize Microsoft is asking the wrong question. it’s a different company than when Bill was building it. it’s a publishing company now, with nice steady income streams from subscriptions. It has some nice tech, and great equity, but they will never manage like they once did.
If I were Microsoft, I’d look for the best publishing strategy person in the business and groom him or her to take Ballmer’s place.