“Office for iPad is off to a promising start as it ranks in the top listings in the App Store’s ‘top grossing apps’ category,” E. Werner Reschke writes for T-GAAP. “”

“The view outside of the beltway suggests Nadella won an internal struggle answering the question whether to expand Office’s reach to the dominant tablet player — Apple’s iPad,” Reschke writes. “In doing so, he has also given the nod to the iPad as a legitimate business platform — which no doubt was Ballmer’s hang-up. Ballmer seemed hell-bent on ensuring the iPad failed and that Surface succeeded. However, while many may think that Nadella has solved a major problem and revenues will start to pour in, he’s really just created a larger question.”

“Is Microsoft a software company or an operating system company?” Reschke writes. “That question is the fork in the road which will determine Microsoft’s future.”

Read more in the full article here.

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