Author doesn't give Ballmer enough credit. Ballmer built out Microsoft's enterprise business - primarily SQL Server, Exchange. Not only did this give Microsoft deep in-roads into enterprises (as author notes), but it gave microsoft insight into just how fast AWS was growing.
The rumor is Ballmer saw the rapidly growing license fees being paid by Amazon for running Windows Server and SQL Server. When he didn't see enough traction being made on cloud initiatives, he replaced Bob Muglia (then head of the Microsoft's Server and Tools Division) with Satya Nadella.
The rumor is Ballmer saw the rapidly growing license fees being paid by Amazon for running Windows Server and SQL Server. When he didn't see enough traction being made on cloud initiatives, he replaced Bob Muglia (then head of the Microsoft's Server and Tools Division) with Satya Nadella.