NEW YORK (TheStreet) -- On Apple's (AAPL) earnings call Tim Cook went on the record -- Apple can make iPad more valuable for businesses. Thus the partnership with IBM (IBM) to produce mobile-first apps for all sorts of enterprise purposes.
But this can't possibly be the end all and be all of Apple's plans. Why would it stop there? Why should it stop there? Steve Jobs masterfully shifted consumer preference from Microsoft (MSFT) to Apple. It makes all the sense in the world for Tim Cook to take this currency with consumers and further transfer it to the corporation.
Under Cook, Apple certainly doesn't lack the ambition to do more than build some apps with IBM and call it a partnership that will extend iPhone and iPad's reach with businesses. There must be more now as well as more on the way. That's one reason why I suspect Microsoft needs to worry.
Microsoft loyalists like to make this more complicated than it needs to be. They take the same approach as ardent BlackBerry (BBRY) fans took as Apple was crushing the artist formerly known as RIM. They contend that layman hacks such as myself just don't understand the use of information technology in the enterprise. And that no company can possibly replace Microsoft's role in performing critical IT functions. But we all know what happened with RIM; iPhone supplanted BlackBerry and the Playbook tablet didn't make a dent in iPad's omnipresence.