...for Microsoft to be seriously harmed by this, is if some major news agency (CNN, the BBC, whoever) were to use a "selected extract" from the video, to portray the CEO as totally insane.
It could kill investor's confidence in Microsoft. And, as Microsoft is heavily dependent on its share value, that would seriously cripple Microsoft.
We are in the grips of a global recession. Forget the "official" US unemployment figures. If you lose 34,000 jobs from Lucent and hire 34,000 servers for McDonalds, employment remains the same, but you've still crippled the economy - not just of America but the globe in general.
(Yes, these things DO affect those on the "outside", believe it or not.)
Because of all this, investors are already shaky. Tech stocks are "Bad News", right now. ANY tech stocks.
If the press pushes the image that Microsoft's CEO is a crazed lunatic, you're going to see Microsoft being dropped like a hot potato. You'll also see a serious purging of the current managerial team. They're vulnerable to market forces, right now, and they've just given those forces a very powerful weapon.