Indeed. The company stock price despite consistent large winnings over the years is a good indication the company isn't "passing the message". A task that is that of the CEO. But I also have no doubt that a part of this is due to the "mobile bubble" hitting the markets who now think only companies heavily invested in mobile development (hardware or software) and with good results from that work are worth buying stocks from. Which, just like any other bubble, is a load of crap.
In any case, Ballmer isn't the type of person to bring a consensus. He's not liked inside Microsoft by a good deal of administrators, and he's not consensual either outside Microsoft as many people doubt this man ability to steer Microsoft. This is definitely a sign of weakness in this day and age when high profile tech companies exhibit their CEOs has the company image. For this alone, Ballmer should in my opinion, step out.
... But with a good deal in his pocket. Like the man or not, under his leardership the company grew more than in the past. It is today an even bigger giant than before. He also had the company cross the low public opinion firewall of the late 90s and early 00s, nearly unscathed. Those were not good years, yet Microsoft is today more respected and less a target of a certain irrational prejudice that started to dominate the masses during that period. Personally, I also have to add his speaker notes on "developers, developers, developers..." that despite being theatrical and even embarrassing, proved him right. Microsoft holds today a set of development tools, frameworks and APIs that are not only the dream of any developer, they are solid and reliable pieces of software engineering developers can trust.