Gene Munster: Apple's iPad Is a Shot at Microsoft

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Oct. 22 (Bloomberg) -- Evernote CEO Phil Libin and Piper Jaffray's Eugene Munster comment on Apple's new products unveiled today. They speak with Jon Erlichman on Bloomberg Television's "Bloomberg West." (Source: Bloomberg)

We were sitting here watching this presentation unfolds.

Free mavericks.

Looks like apple is taking a couple of shots at microsoft.

What do you think?

Maybe.

If they are, they are taking the shots at where it hurts.

If anything, it will get mavericks into the hands of a lot of people.

It is great news as far as i am concerned.

Gene, let's talk about that.

Apple is clearly proud of the rollout and the operating system for mobile devices.

Yeah.

The pace is important.

The fact that they have got a fresh light of going into the fall is important as well.

Ultimately, what is going on there is quite a shot at microsoft.

Overall, apple pulled out some nice cards today.

Is there an argument for people who cover microsoft the company that they should be pulling out the red pens or at least the pens numbercrunching more so today because of what apple did today?

In longer-term, it is.

I do not know what the right word is.

Apple makes microsoft not look kind of like they are being egregious or trying to take advantage of the consumers by giving them these upgrades.

It will be hard to move that needle.

It seems like a bad situation for microsoft.

As far as the business goes, you want to be available on lots of platforms.

Pretty much everything.

But you have to place strategic bets.

All of those platforms require lots of man-hours and work.

How much time do you spend thinking about that?

A lot.

We support pretty much every platform.

What you get to a certain scale, it is having a better designer and team trying to make the best experience.

What apple does every few months is they raise the bar.

And everyone else have to be better in order to stay competitive.

It makes us work harder.

They all improve.

It leads to the best user experience.

Your app shows people what they could potentially be doing at work that they have not been able to do.

We talk about more apps being sold into the enterprise.

Codeword for businesses, wall street firms, banks.

What apple has really done over the past couple of years is share with us and demanding the best possible experience at work.

The same quality experience they get at home.

Apple products are playing a bigger part of that.

We have always done great on the apple platforms.

It makes the other apples have higher quality as well.

How important is the story developer?

The numbers given out today were something like -- apps that were ipad ready.

How important is that in the grand scheme of things question mark -- of things?

It is moving slowly in the right direction.

If you take a step back and look at some of those numbers, it is critically important.

What that means is that apple has a place in the next decade around these devices.

They did not -- it is critically important.

The change was not that significant.

Going back to phil, one thing that has been talked about in the past is how much web usage is taking place -- excuse me, web browsing, is taking place on the ipad?

We may not sell the most devices in the world, but when people pick up a tablet, a lot of the time, they are doing most of the stuff you can do on an ipad.

Are you tracking how much ever know activity is taking place?

Yeah.

Doesn't make a difference?

-- does it make a difference?

Absolutely.

We were early supporters of the ipad.

It was amazing to see how far it has come and the rest of the industry with it.

Gene, on the microsoft side, what is microsoft's next move?

They have been busy over the last 24 hours.

What do you think?

It will be bad.

It is like the punchline of a joke.

They came out with some new tablets.

Nobody cares.

They will hold their ground.

They will not give away the upgrades.

Consumers will get more interested.

A bigger battle to watch.

Gene munster and phil libin,

This text has been automatically generated. It may not be 100% accurate.

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