So has Steve Jobs missed social and search as well? No. All companies need not do the exact same thing. Missing mobile is relevant because it is eating into Microsoft's PC revenues, but social and search is a whole new business that Microsoft didn't need to get involved in at all.
In my view, Ballmer's mistake is to not go after Oracle and SAP much more than chasing Apple and Google.
In my view, Ballmer's mistake is to not go after Oracle and SAP much more than chasing Apple and Google.