It seems like Ballmer, Sinofsky, and Gates pushed out people building products along those lines - J. Allard and co. only to pick up their vision later with Metro UI and Windows 8. (J. Allard and his team were behind Xbox, Zune, and Courier which basically gave a roadmap to Metro UI, Windows Phone 7 and Windows 8. J Allard also wrote a famous memo about internet connected apps back in 1994.)
Sinofsky and Ballmer also pushed out Ray Ozzie who was trying to make cloud computing a meaningful part of Microsoft's future.
Now that all the big vision is gone, where is Microsoft going to go? Continue to be a fast follower of Apple and Google?
Microsoft is a company without vision because it already achieved what it set out to - a computer on every desk. They won that battle. In the meantime, people's desks already have computers on them and are putting computers in their pockets, purses, and appliances. Microsoft was too busy with traditional computers to have a vision for mobile computing.
Maybe Microsoft should change their company goal to a computer in every pocket. Or a Microsoft app on every home screen. Or every computer to be powered by Windows. Or maybe a computer on every surface.
Without a big goal, Microsoft is going to be just another big tech company like IBM. It won't change the world again. It already did. Now it's just following everybody else.