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He doesn't have to be good. Just better than Ballmer.
http://www.infoworld.com/d/the-industry-standard/nadella-effect-makes-ballmer-28-billion-richer-246718
So Ballmer is now getting an effective payoff for having been so crappy for so long by Nadella simply not being Ballmer and the stock inflating based on Ballmer leaving. That hardly seems like a good compensation scheme.
