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Showing posts from March, 2014

Why Office for iPad makes sense in the world of Satya+Larry+Tim

Microsoft is a new company.  I think just about everyone who doubted that is now absolutely clear that MSFT under Steve Ballmer is nothing like the company under Satya.  Number one thing is clear is that
Satya understands the new landscape.  The new landscape right now is this:
1) the number one personal computing device company is Apple 2) the number one consumer cloud company is Google

Both of these companies are looking to get into the lucrative business of being the number one business productivity company because that's a multi billion dollar business and a huge platform with tentacles throughout the world that matters.
It looks like Satya decided not to waste his time fighting the current forces head on.  That strategy has been employed by Steve Ballmer who was still hoping that Microsoft can outgun the competition like it's 1999.
Satya comes from cloud services background which he turned from zero to a formidable competitor to Amazon Web Services.  He completely unders…