I've been thinking a lot about this, and I've posted my thoughts on the situation on other threads so I won't go in to them again in depth.
It's good that Apple are beginning to address some of the problems, but it has becoming clear that the new iWork (I'm focussed on Numbers especially, though this will apply to Pages also) will probably not get ht e functionality of the professional features in iWork '09.
I've talked to other users and the common consensus seems to be that too much was sacrificed for the sake of collaboration - something which doesn't really work well enough in a work environment enough to justify the 'cross platform' move.
Personally I can do without it. The last thing I want is someone changing a document or spreadsheet I'm working on while I'm trying to get things done. It's like having two people play one guitar at the same time to write an acoustic death metal ambient number.
If Apple can sort out the compatibility issues then there might be another option; an iWork that doesn't need iCloud or collaboration. An iWork Pro - a standalone desktop application as it was before with functionality and updates to bring it into 2014. You can still share documents. You can still read documents. You can still open documents. There just isn't the need to base the fundamentals on cloud and cross platform.
It's not really fragmentation - think Photoshop elements vs Photoshop CS6, iPhoto and Aperture. 2 perfectly good applications that do roughly the same thing, can talk to each other, but are the best at what they do depending on your needs.
It's what we need. To split the two iWork suites (iCloud and Pro) would mean that the new version can focus on what it's designed for (Mobility, Collaboration, simplification) and the Pro version can be a solid update to iWork '09 with powerful industry leading features and tools, that can crunch through spreadsheets, workflow, at professional standards. I'd pay for it, just like I pay for Aperture over iPhoto for example.
Give us the pro App, Apple. Give us the choice.
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Numbers is a LONG LONG way off Excel! It's merely a toy in comparison. It doesn't even have a pivot table.
Numbers '09 was my preference over excel. I've used both. It's a matter of taste.