FORTUNE -- Two and a half billion dollars.
Here how he gets that number.
For starters he estimates that Microsoft probably sold fewer than 1 million Windows-based tablets last year and will be hard pressed to capture 10% of the tablet market this year -- especially with stalwart partners like Hewlett-Packard (HPQ) reportedly choosing Android over Windows 8 for its forthcoming mobile devices.
He also reports that three to four times as many Mac users (30-40%) install paid versions of Office on their machines as Windows PC users (10-15%) do -- a difference that feels too high unless he's not counting the discounted versions of Office Home edition that come bundled with new PCs.
Assuming a similar 30% attach rate in 2014 on roughly 200 million iPads at an average selling price of $60 comes to more than $2.5 billion in extra revenue per year, even after Apple takes its 30% cut off the top.
That's more than Holt forecasts Microsoft will make from selling software (Windows and Office) on all Windows-based tablets in 2014.
"The math is compelling," he concludes, "and may drive MSFT to move Office."
Welcome to Google's Cloud Connect, Microsoft Office users.
With its purchase of DocVerse in March, Google (GOOG) obviously had the intentions of integrating Microsoft Office Applications into its Google Apps Cloud. Today, Docverse has turned into Google Cloud Connect.
With the plug-in, Office users can now simultaneously edit and store their documents in the Apps Cloud space that Google provides to businesses and schools.
Microsoft (MSFT) has similar functionality with its Live Office 2010 applications, MORESeth Weintraub - Nov 22, 2010 12:33 PM ET
Devices running Android and iOS can now edit spreadsheets and documents on the go, in real time.
Google (GOOG) announced today that mobile device users would be able to edit their Google Docs in real time. The technology is built on the new documents editor that was introduced in April.
Google gives some interesting use cases:
You can work on that important memo ... while on the bus or train to work.
If you're behind MORE
|2 million Facebook, Gmail and Twitter passwords stolen in massive hack|
|Ron Paul: Bitcoin could 'destroy the dollar'|
|Pentagon to cut jobs, contracts by $1 billion|
|5 ways identity thieves are targeting you|
|A new normal for government retirees|