Microsoft Didn't Win Last Week, But Apple and Google Did

NEW YORK ( TheStreet) -- In one respect, you have to give Microsoft credit. The company has rightfully crapped on Steve Ballmer's legacy.

At last week's Office for iPad event, Satya Nadella told us, even if indirectly, that everything Ballmer did at Microsoft in recent years was wrong. Yet, for some reason, the tech and financial media opts to portray Microsoft's new direction as a victory, that it's somehow doing Apple a favor.

We miss Steve Jobs so much. We're so desperate to replace him that the first cerebral, reasonably attractive and well-spoken guy to come along gets to third base with us on the first date. We're so smitten we have lose sight of reality.

It's all really quite pathetic ( quick MSFT loyalists, scamper to the comments section on Page Three and type ... 'Your article is what's pathetic').

Nadella's on a search and rescue mission. Admirable, but it will produce the same sad ending had Ballmer remained in charge.

Microsoft's shift in strategy -- really the only way forward -- will render it as irrelevant as BlackBerry . It's a win-win for Apple as well as Google .

Nobody has an inside explanation of what happened under Ballmer. Or technical reasons for why it took so long for Office for iPad to happen. Ballmer failed. Miserably. And, despite the obvious fact that he has a clue (evident even if he didn't follow Ballmer), Nadella will as well. Because there's no way to succeed in the environment Ballmer placed Microsoft in. Nadella can't win playing the cards he was dealt. (It's no wonder nobody else wanted the job).

I'll explain by responding -- point-by-point -- to an article TheStreet and Real Money Pro contributor Robert Weinstein wrote last week titled Google Can't Crush Microsoft.