NEW YORK (TheStreet) -- Prior to the IBM (IBM) announcement I told you Apple (AAPL) was coming for Microsoft (MSFT). The deal with IBM further solidifies that notion and the related extension of thought that Apple will crush Microsoft's enterprise business, particularly MS Office.
A few thoughts I haven't heard expressed in the aftermath of the Apple-IBM hookup ...
One -- you might recall the tweet Tim Cook sent Satya Nadella when Microsoft introduced Office for iPad in Apple's App Store.
If that wasn't a backhanded positive tweet I don't know what is. Welcome to the App Store, Satya, now we're going to whip your company's ass.
Two -- expect Apple to make further improvements to iWork. To its utility and availability. Last year Apple fired a shot Steve Ballmer ignored when it made iWork free to iPhone and iPad buyers. Tim Cook isn't finished. If you're out selling this new IBM/Apple partnership to corporations, don't you think you're going to point out that Pages and Keynote, for example, can perform just as well, if not better than Word and PowerPoint for a fraction of the cost and aggravation?
These people (both Apple/IBM sales reps and enterprise employees) aren't stupid. And this dynamic leads to a logical, if not obvious outcome ...
Three -- it's stunning that, given what Apple did to BlackBerry (BBRY), more people aren't connecting the dots between the aforementioned iWork announcement, Microsoft's desperate move to put Office in the App Store and the IBM situation. Take these seemingly unrelated occurrences and chalk them up as writing on the wall a la Apple's takedown of the artist formerly known as RIM.