Google's various plays into productivity software are strictly about the potential ad revenue and not a move to take away market share from Microsoft, reports CNET.
That's the opinion of two analysts who track the companies. Instead of actually being interested in encroaching on Microsoft's territory, the products Google launches are strictly there for the ads. It's also, they believe, a diversionary tactic to distract Microsoft from gaining traction in the online ad serving market.
Still, the threats to Microsoft's software markets share are real. By hooking people on online software in their private lives, Google is hoping that translates into later corporate adoption. Even that, though, is about the ad revenue that could be realized from such adoption.