He does seem to be quite the leader, but there are very strong correlations between aircraft development and production (where Mulally came from) and car development and production. For Ford, Mulally is a person with deep background in design and physical manufacturing in addition to having great leadership qualities. Is it enough to just have leadership capabilities and weak roots in the core skills of the company?

Even if you say that Microsoft wants a strong future presence in hardware manufacture - building phones and tablets is a very different game than building planes and cars.