I guess Bates is OK, but I still think Mullaly is the best person for the job. They say he only makes sense if microsoft doesnt know where they are going, but isnt that exactly the point they are in? They dont have solid goals for the desktop OS because of all the backlash they got from users. people obviously didnt take Win8 with a smiling face, and they have to look for an alternative that will make people trust in MS again like Win7 did.
As for mobile, they have sort of a good concept of what to do, but they arent expanding in the area. They arent getting enough OEMs to sell WinRT and they arent selling much. Mullally is a great choice to set them in the right direction where everyone can win.