CNNMoney.com has a story making the rounds this morning that quotes a Morgan Stanley analyst who says that Microsoft is potentially making a very costly mistake by not offering an iPad version of Office.
Two and a half billion dollars. That’s how much Morgan Stanley’s Adam Holt estimates Microsoft may be leaving on the table by not offering a full version of its Office suite (Word, Excel, etc.) on Apple’s iPads.
The only problem with this is that, by all accounts, Microsoft is going to release a version of Office for the iPad. The analyst may be seizing on a recent “no comment” Steve Ballmer issued when asked specifically about it, but there is pretty good indication that Office for iOS will be here soon.
And why wouldn’t it be? Customers want it, and I don’t think Microsoft, or any other company that has stockholders to answer to, would leave $2.5 billion in revenue on the table.
Microsoft’s bigger problem, if you want to call it that, is that while Office for iOS will be a sure-fire bestseller, it will also likely take market share and momentum away from their Windows 8-based Surface tablets.
We can debate in the comments section whether the Surface has any market share or momentum to take away.
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