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Within 10 Years, Apple and Google Will Have Put Microsoft Out of Business

Stocks in this article: AAPL MSFT BBRY GOOG

Google continues to find ways to get people to use its software and services. Though I can't say I approve of the hardware strategy associated with it, they're moving, slowly but surely, to becoming more than just Gmail. And, somewhat quietly, Apple continues to take steps to make its iWork productivity suite more attractive to existing Mac and iOS users as well as prospective customers.

I anticipate further aggressive action by both Google and Apple.

In fact, expect improvements in their products and attendant stepped up marketing, which will increase adoption by consumers. Just as they did with iPhones, employees will start taking Google Docs or Pages or some other straightforward, easy-to-use Google or Apple platform to work. Call it BYOS (bring your own software), which meshes nicely with the already complete shift to BYOD (bring your own device).

As these non-Windows choices gain traction, workers will demand that they stop merely supplementing enterprise activities, but dominate them. Just like employees tired of, and saw no need to carry around a BlackBerry and an iPhone all day, they'll tire of having Google Docs and MS Word on their desktop at the same time.

This trajectory of one potential reality cannot be lost on Google or Apple.

It makes no sense, say, for Apple to sell more devices (Macs and iOS) than all Windows PCs combined, yet allow Microsoft to keep dominating the software market. It's easier to switch hardware at this point. And, obviously, consumers as well as the enterprise continues to do that in droves. It's not quite as simple to back out of software, whether you're one really busy person or a humungous organization.

But it will happen because Microsoft's software -- pretty much across the board -- has become nothing but a problem. The Windows ecosystem, for instance, is a complete mess. And products such as Word and Excel have become less and less user-friendly with each iteration.

Apple and Google have the luxury of starting from simple. They've seen what Microsoft has done to the productivity environment for consumers and businesses -- make it increasingly less productive and much more annoying. So they can learn from these mistakes and build platforms people actually like to use. Just as we get a daily thrill out of using an iPhone, iPad or Macbook or, in Wahlman's world, a Chromebook or Android device.

--Written by Rocco Pendola in Santa Monica, Calif.

Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks. Rocco Pendola is a columnist for TheStreet. Whenever possible, Pendola uses hockey, Springsteen or Southern California references in his work. He lives in Santa Monica.
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