True. TC article does not shed any light on this. But, the fact the MSFT failed to see the future in the last decade and becoming complacent about what they had made to the reversal of fortunes. They missed to realize mobile & cloud were multi-billion dollar opportunities. When they tried to make adjustments, it was too late.
Nevertheless, the news of the moving of the man on top gave some cheers to the wall street to go bang it and despite the fact they did not make any noteworthy product in the year in review, the stocks went up 42%.
It deserves a discussion.