Ask microsoft right now, they would probably trade 50% of their windows and office business to have a strong 25% share in the mobile market. They would also probably trade the other 50% of their windows an office business for 50% of the worlds cloud computing business.
He had no CEO vision, he was an excellent COO who streamlined and improved margins, but absolutely failed to make any of the moves necessary for Microsoft to continue to be at the top of the software industry over the long term.
CEOs need the vision to recognize, and the cajones to go after the big 'bet the company' moments...