How will Microsoft use Office?
Rumor has it Microsoft will launch Office for iPad as early as November of this year. The company might even have plans to build a version that can run on the Android operating system.
How I am Playing It
If Microsoft keeps the mobile version of Office for itself (it's a no brainer!), I will become ultra-bullish. Ultra bullish means the stock might become one of my top holdings. Everybody uses Office. Most people use it on a PC. The ability to sync the work you do in Office with mobile devices -- and to maybe even pull it up on your television screen via an Xbox Live account -- could break the game. That's why it's a no-brainer. In any event, with or without Office as an exclusive weapon, I still like the odds that Microsoft wins the living room and, at a minimum, makes some meaningful noise in mobile with the Windows 8/Xbox combination. I tend to think it will do more than make noise; expect Microsoft to disrupt the space going forward. I am long MSFT January $30 calls. I intend to add to this position on any dips related to broad market weakness. No matter what happens in Europe or on a macro level in the United States, I anticipate the story Microsoft is writing at the moment to play itself out as what could be one of the few bullish narratives in another otherwise topsy-turvy market. Expect to see me in some at-the-money MSFT January 2014 calls as well before the year is out. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.