Today I was on CNBC’s Power Lunch, responding to hedge fund analyst David Einhorn’s call for Microsoft CEO Steve Ballmer to resign. I strongly disagreed, as I believe Ballmer is making the right calls in expanding Microsoft is making the right moves to build new revenues through diversification. Witness X-Box, Skype, and important partnerships with Facebook and Nokia. Microsoft is experiencing a renewed surge of innovation, just what the company needs at this time in its history. Here’s the video of our discussion.