Peter, good thought. Ballmer raises so many interesting questions about firm development, management and leadership.
I'm a 2-degree of separation from him, as he attended Stanford Bus School the year before I started. He went only the 1st year, so I knew people in the class ahead of me who knew him. He won the consulting scholarships from both Bain and BCG, so clearly very smart. No doubt he like to win -- a lot. If I understand the dynamic between him and Gates, he was the chief salesman and organizational enforcer. So, a very smart guy who manages to a goal pretty well.
But clearly he lacked strong ""leadership."" Part of leadership is a talent to getting followers to see a bigger picture than just making your quarter. The ""vision thing"" is missing from too many businesses today; it is more than a strategic goal. Jobs infused it with his emphasis on great products that you can identify with. I think Bezos at Amazon has it.
Interesting to see what happens to a company that had it, loses it, and then faces competition that has it.