Both Milanesi and Moorhead were also impressed by the strategy that Nadella outlined, which went beyond the immediate launch of Office for iPad.
"I think [Satya Nadella] did a great job today," said Milanesi. "For the first time I actually see a strategy [emphasis in original].
"Clearly there's more to come," Milanesi said. "It was almost as if Office on iPad was not really that important, but they just wanted to get [its release] out of way so they could show that there's more they bring to the plate."
That "more" Milanesi referred to included talk by Nadella and White of new enterprise-grade, multiple-device management software, the Microsoft Enterprise Mobility Suite (EMS).
"With the management suite and Office 365 and single sign-on for developers, Microsoft is really doing something that others cannot do," Milanesi said. "They made it clear that Microsoft wants to be [enterprises'] key partner going forward."
Moorhead strongly agreed. "The extension of the devices and services strategy to pull together these disparate technologies, including mobile, managing those devices, authenticating users for services, is something Microsoft can win with. It's a good strategy," Moorhead said.
"This was the proof point of delivering on the devices and services strategy," Moorhead concluded. "And that strategy is definitely paying off."
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