sorry, but tim has no charisma. he is uninspiring to listen to and, quite frankly, boring. don't get me wrong, he seems like a very nice, smart guy and someone who would be great to work for, but he just doesn't have that sense of the grandiose needed for an Apple keynote.
"i would encourage you to get it, it's really fantastic..." i mean, come on, no passion, no fire.
plus he often refers to us simply as "customers" - he isn't talking to us directly but rather to a very impersonal business/customer type relationship. he is just too soft spoken.
I agree with your assessment. Apple is a special company. It takes a special person to run and guide the company. Apple has for the majority of its existence had a face to lead the company. He is that face now and should develop the tools or skill set to "perform" in that capacity. I believe someone saw something more in him than just a supply side guru.
Good points by the way.