He doesn't come across to me that way, but I see what you're getting at. He's not overtly charismatic or a gifted orator, but he has so much substance that he can demand the patience and consideration of his listeners - and I think this gives him important leverage in conversations with financial analysts on earnings calls, and suchlike. In recent years the concept of leadership seems to have become constricted into a narrow spectrum with motivational speakers at one end and General Patton at the other.
Good link in other respects too: an insightful look into his priorities, motivations, and thinking patterns. The insight and ideas that he inherited from his father are particularly interesting, and worthwhile. While visions of a better world over the long term have to be tempered by present promises to shareholders, I think it's important to be able to articulate the purpose and goals of a firm beyond simply maximizing quarterly growth.
On a related note, here's a 2001 Charlie Rose interview where Larry Page & Sergey Brin discuss what it's like to run a search engine that handles 100m queries per day, and more importantly why they had just brought Eric Schmidt on board. http://www.charlierose.com/view/content/3017
