If you want to learn more about MSFT during Ballmer era, i highly recommend the acquired podcast:
https://www.acquired.fm/episodes/microsoft-volume-ii
They come to the same conclusion as Dan - that Ballmer did a ton of things right and he was actually a much better CEO than the credit he's given today.
Part 1 of the podcast focuses on Bill Gates' era - both episodes are super engaging, the research and preparation they do is remarkably good.
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