It really is more than these things too...
MS has no seen 'the light' and it is the Apple Store and iPad operation. Apps that never close (OS handles it) on the iPad (which, coming from a PC background took some 'getting used too') and the Store as a profit center.
Problem is MS wants a piece of the action (20 to 25 percent with a yearly 'doing business fee') but prices appear will be higher than Apple's? Still, you need developers to write those apps too. From what I can tell, a majority of iPad apps are NOT from major developers but individuals, from all over the world. Some are very small companies too, a few individuals. I could be wrong, but aside from a few expensive app, most are small developers with a price of $5 or less.
Some store info (some old and it might have changed) :
Besides MS getting possibly hit due to the 'non-adoption' of W8, vendors are also predicted to suffer :
I guess the word here is 'drag'... no new h/w it appears will be needed, or the expected 'jump' in MS sales will not be in traditional PC's? Unanswered question is will W7 still be available to be sold by the vendors?
As for leadership at MS, one wonders. Steve Balmer has not gotten high marks, but by 'critic's and employees :
MS Employees were dedicated, but some were also there from the beginning and made out from stock options. Gates turned the job over to his hand picked successor. Still MS is a force to be reckoned with. They may come late to the party, but they have the clout and cash to make things happen.
Companies are not what they used to be. CEO pay is more about stock price today than in years gone by. Global economy has taken hold too. With the internet does it really matter where you product is developed, produced, and supported (assuming good speaking skills for support)?