That would suggest to me that he needs a better CTO. The closest thing they have is Craig Mundie (yeah I know, you probably never heard of him and that is a problem).
If you take Apple as the exemplar, Steve Jobs was huge on vision but he really sucked operationally, because of that Tim Cook was the 'go to' guy who ran day to day operations.
You need that blend in a company, good manager, good vision. They are rarely in the same person. Combine that with a 'star' issue (which is to say its better if they both don't want to be the person getting all the credit) and the 'trust' issue, which is to say they both understand and respect the others job and allow them the last word on decisions in their space.
When Microsoft had Bill Gates as the 'vision' guy and Ballmer as the 'execution' guy it worked well. Prior to Bill's leaving day to day operations it seemed like none of the other CTO candidates could (or perhaps would) do the job.
My claim is that kicking Ballmer out would pull the company off the tracks financially and that would be bad. But adding someone who had a clue vision/direction wise and could push that agenda through the company, that would help them get back on their feet.