I just wrote an article on Seeking Alpha that I think you might want to read.
It basically talks about why it would be a
bad idea disaster for Microsoft to release a full version of Office for the iPad.
It’s called “If Microsoft Brings Office To The iPad, Sell Immediately”
Here’s an excerpt:
In a recent article on CNN.com, Morgan Stanley’s Adam Holt estimates Microsoft (MSFT) may be leaving money on the table by not offering a full version of its Office suite on Apple’s (AAPL) iPads.
In the piece, he goes on to estimate that this decision is costing Microsoft two and a half billion dollars.
He may be right but it’s absolutely irrelevant.
What’s strange about the analysis is how incredibly one-sided it is and how it doesn’t talk about some of the potential downsides of such a decision.
Well that’s what I will do now.
First some context about Microsoft Office.
It’s a pretty good read (if I say so myself).
Check it out here.