/shrug, honestly this reply sounds like every reply uttered since Google started moving beyond search and Apple announced the iPhone.
"Oh Im sure nothing will come of it".... Well, if you are right, I'm suuuuure theres nothing to worry about then..... I however hope that MS isn't still thinking like you are though. That type of short sightedness led to them being where they are today, behind in all things mobile with Apple and Google charging headlong into enterprise for mobile and other services.
I'm not sure how you got that from what he or anyone else said.
It's just that in the real world, Google's or anyone elses marketing speak means fuck all. 50% means nothing. What are they using? Is it actually deployed? And exactly what is deployed and to how many within the company. I'm not surprised that 50% of Fortune 500 companies subscribe to one or another Google package. Actually, I'm surprised that it isn't more.
Working in a field where I have a very good grasp on what kind of software, OS, services etc. companies deploy, I can guarantee that there is no chance at all that Google apps has replaced Office in 50 % of anything, start up or Fortune 500 or whatever else you want to look at. They've made big inroads on the email front and with google apps that means that companies also have access to google docs. That doesn't mean that anyone is actually using it.
Google will grow in the enterprise, there's no doubt about that. But at the moment, in its current state, there's no chance that google docs will replace Office to any noticeable extent. Could it happen at some point? Of course, anything can happen. But not if the past development of google docs is anything to go by, because it's barely better now that it was 5 years ago.