NEW YORK (TheStreet) -- There's a myth a handful of Redmond loyalists and like, three people who follow tech want to believe. The myth that Satya Nadella has (or soon will) profoundly change Microsoft (MSFT). With Steve Ballmer playing the role of an uncool Mark Cuban, Nadella faces the impossible task of fixing the mess Ballmer left.
And, while he's as cerebral, jargon-laden and not like Ballmer as the next guy, Nadella's probably not the person to pull off the impossible.
Here'a verbal specimen to illustrate the larger point:
To his credit, Nadella obviously buys into an argument I've been making incessantly here at TheStreet: Without compelling consumer hardware offerings, you're screwed with businesses. Because consumer preference ultimately dictates enterprise choice. It doesn't matter what you do in software and services, behind the scenes, with servers or whatever; unless you're Google (GOOG) you're toast without hardware. That's why we have seen pretty much every mobile/computing race morph into one with two horses -- Android/Chrome and Apple (AAPL).
And that's why Microsoft has no choice but to continue -- feebly -- coming after Apple. Even though it knows it should, it simply can't let the Surface Tablet die. Without it, it's even more as good as dead than it is now. So the marketing geniuses at Microsoft will try (and fail) to revive the PC vs. Mac wars via a device it clearly doesn't understand. But it won't work. Because Apple and Google have the consumer base covered. Because of this, Apple and Google have made incredible inroads with the enterprise and education markets. Each will continue to improve their own offerings, partnering in areas where they either lack or don't have the (wonk, wonk!) core competency to go it alone.