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TheStreet Open House

Apple's Plan to Destroy Microsoft

Stocks in this article: AAPLMSFTBBRY

NEW YORK ( TheStreet) -- Before I justify the seemingly wacky and zany headline to this story, I need to, in the spirit of full disclosure and total honesty, admit to being wrong. That is, before I brag about being so very right.

Earlier this month, I started writing the present article under its original title: Final Nail Meet Microsoft's (MSFT) Coffin. I had planned to give a nod to an article I saw over at InformationWeek, " Apple (AAPL) Eyes 13-Inch iPad Hybrid?"

On some level, the notion that Apple would take the concept of Microsoft's Surface tablet and do it right sounded feasible to me. However, Tim Cook shot that idea down at Wednesday's iPad (and a whole lot more) event. Cook might be head faking, but, really, it doesn't matter much; he's still set on effectively putting Microsoft out of business.

For about a year now, I have been piecing the puzzle together. The ingredients that define Apple's software strategy as it relates to its hardware dominance and its developing plans to obliterate Microsoft much the same way it did the artist formerly known as RIM, BlackBerry (BBRY).

Looking at Apple from afar you must attempt to thoughtfully connect the dots, knowing full well that the company -- at least at its highest levels -- sees the big picture. After all, they're the ones who devise it, not us.

Apple Puts the Final Nail in Microsoft's Coffin

On Oct. 30, 2012, to a chorus of laughs and claims I was drinking the Apple Kool-Aid, I published Yes, Apple Can Kill Microsoft Office. In it, I considered (and advocated) the possibility that Apple would up its game vis-a-vis its iWork productivity software suite to crush Microsoft not only in the consumer space, but in enterprise, the way it did with BlackBerry in hardware:

Despite protests from IT and software nerds, there's no reason why the same exact thing (Apple did to the BlackBerry) can't happen (with) Office ...
The only real advantage Microsoft and the whole Windows platform has in this new market that blends business and pleasure is the comfort of the status quo and Office.
Apple broke the BlackBerry habit ...
If you're not at least taste-testing the Apple Kool-Aid, you probably need to start studying history. It's littered with once-living, now-deceased unfortunate assumptions about the why and how of tech.
iWork in every cubicle across America sounds kind of silly today. I give you that. But it's no more silly than predicting the demise of the CrackBerry obsession ...

With several other articles fleshing out the same theme in between, I published Apple Killed Microsoft: The Media Buried the Lede on September 11, 2013:

I'm not sure Steve Ballmer realizes just how big this is. But he'd better take a look, because there was a time when the demise of the BlackBerry sounded like a crazy prediction.
Apple will offer iWork, its productivity suite, free to buyers of all new iPhones and iPads. And don't be surprised if Apple keeps upping the ante, particularly by making Pages (its version of MS Word), Numbers (Excel) and Keynote (Power Point) better and better across platforms.

That's from the Apple event where we all focused on the new iPhones. Now, at Wednesday's event, while we were all hyper-attentive to the new iPads (and they do look fantastic), Apple further drove the stake into Microsoft's wounded heart.

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