Microsoft (MSFT -1.02%) CEO Steve Ballmer announced his intentions to retire last week. It's the end of an era for the tech giant. The question for the next CEO is about where to take the company's strategy. Ballmer set up Microsoft for a services-and-devices model, so it could compete with Apple (AAPL 1.35%) and Google (GOOGL -0.22%) in tablets and smartphones, but is that the right path? Fool Contributor Travis Hoium gives his thoughts in the video below.