Tech Biz: Microsoft's next target: WebEx - Sep. 17, 2003 "With Microsoft's deep pockets and firm commitment to the space, as well as its history of coupling new technologies with its entrenched products and its penchant for dominating markets, how have WebEx and Raindance managed to stay in investors' good graces? In part because of strong products and excellent partnerships, but also because both companies won't see the full specter of Microsoft's threat until subsequent versions of Live Meeting are released.
"It may take a couple years for WebEx to feel Microsoft's entry into the space," says Mahowald. But Web conferencing, with its convergence of telephony, data, and IP, "is a market Microsoft was born to play in."
Via Watching Microsoft Like a Hawk (which now has an RSS feed)