Re: Good, but too little too late?
I think Microsoft definitely left money on the table by waiting this long. But given how overdue the product was, I think these apps are pretty darn good. I fully expect this suite to become the standard for iPads in the enterprise, and to contribute billions of dollars to Microsoft's bottom line.
But consumers are a tougher call. They present most (but not all) of the money Microsoft has potentially already forfeited. A few years ago, if Office for iPad had been available and priced reasonably, many iPad users would have simply purchased it. Alternatives wouldn't have had space to gain traction. But today, a lot of iPad users have embraced these alternatives for their word processing, spreadsheet and presentation needs. Office is better than these alternatives in most ways-- but the alternatives are legitimately free, not "freemium." These Office apps are going to be really useful for reviewing and modifying existing content, but I don't think you'll want to use them to originate much. If you're constantly collaborating or frequently reviewing documents, then these apps look terrific. If you don't do that stuff very often, your existing tactics might be good enough.