"We don't have our heads in the sand," said Ballmer during his part of the presentation to Wall Street. "We are working away on all the things you think we should be working away on. We're building the things that you would have us build. [And] we have surprisingly less religion than you would think we probably have."
But until Microsoft commits Office — and other parts of its vast empire — to iOS and Android — and provides a timetable — the questions will continue.
"Looking through the lens of offense and defense, Microsoft is pretty comfortable playing defense in the enterprise," said Moorhead. "And it's playing off that with offense in consumer. But it may not go as quickly as everyone wants."
Sign up for CIO Asia eNewsletters.