A "Mobile First, Cloud First" Vision

In an introductory video, Satya repeatedly mentions two tech buzzwords: mobile and cloud.

He said, "Going forward, it's a mobile first, cloud first world. We need to . . . take our heritage of being the productivity company to being the do-more company, where we help every individual get more out of their life."

Can Satya take a tech old-timer into the modern age? A vision with mobile and cloud as its focus could mean big things for software properties like Office, which are set to become fully touch optimized in 2014. We're lookin' at you, Office for iPad!

This could also have implications for Xbox. Sony is already working on video-game streaming for the PS4 — and perhaps Xbox will follow suit with a streaming platform of its own.

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