good morning. i'm kelly evans here this morning with simon hobbs. and on microsoft strategy shift we begin this hour. software giant may introduce microsoft office to apple ipad. officials have yet to confirm reports out there but jon fortt is with us. maybe he can. jon, what do you think about all of this? >> i think that this is a really exciting potential announcement. we'll have to see the details. it's subject that i raised with with satya nadella before, before he became ceo. he's not as window centric as steve was. the key is how much they make available on the ifripad for fr. they're a bit late to the party. >> for free? >> yeah. you expect to see some available for free and then they're going to try to pull you into office 365 into upgrades to pay. they have to make something available for free for this to be much of an opportunity at all. apple's productivity software is already free on new ipads. >> apple's productivity software there is not excel, it's not