Microsoft will lose $2.5 billion a year if it doesn't launch Office for the iPad, says Morgan Stanley

Microsoft will forgo serious revenue if it doesn't launch a full-blown version of Office for the iPad -- an estimated $2.5 billion a year, according to a Morgan Stanley analyst. Even though the math is wrong, don't be surprised to eventually see Office for the iPad, no matter what Steve Ballmer has recently said.

Fortune reports that $2.5 billion estimate from Morgan Stanley's Adam Holt. I don't buy the number -- and I'll explain why later in the blog -- but it's wortwhile seeing how he gets there. He claims that 30% to 40% of Mac users install Office, and so assumes that 30% of iPad users would install Office on their iPads if a full-blown version were available.

To learn more and to read the entire article at its source, please refer to the following page, Microsoft will lose $2.5 billion a year if it doesn't launch Office for the iPad, says Morgan Stanley - Computerworld Blogs

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Source: http://feeds.dabcc.com/~r/microsoft-windows-server-desktop-news/~3/SKYFMGjbU14/article.aspx

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