Ballmer's style of leadership would not fly today. "
Totally disagree.
Which of MS customers do you think care about 'perception' of how nice the CEO is?
Do you think Siemens is going to spend $500M on Google cloud because their CEO is nicer than Ballmer was?
Which Windows users are thinking about Satya vs. Ballmer? 99% of Windows users have no idea who either of those people are :)
Satya's 'nice guy ways' are almost irrelevant to the business overall, other than maybe recruiting, or something like that, but I doubt they've ever had a problem.
Analysts and investors read GAAP statements and those are 100x more important than 'how nice' the CEO is perceived.
Some issues, like Linux as you mention, I think are important, but I'll bet that Ballmer would have arrived there anyhow.
Linux support was not so much a strategic decision as it was a 'forced hand'. They had basically no choice and the decision was inevitable.
I think that the reason Ballmer was disliked by Wall St. was A) the failure of Windows Mobile b) the perception that Windows was in decline (it's not) c) Cloud revenues had not yet hit the big time yet.
I actually feel that the P/E ratio pushed on Ballmer would have come around for him eventually.
I like Satya, I think he's the right choice - but he still has to prove himself. As of today, he's mostly riding Ballmer's coattails.