Timely analysis from Sim Simeonov. My $.02: web-centric Office-like offerings are more complementary than competitive with Office; I also agree Microsoft has a significant opportunity to lead in web-centric offerings, e.g., through the assorted Windows Live services, Office 2007 Excel and Form services, etc.
Read Sim's full post for more analysis.
Strangely enough, the criteria above suggest that MS has a chance to solve the on-demand office app problem better than anyone else. They have Ray Ozzie of Notes & Groove fame. They have control of the OS & browser, which would allow them to solve the connectivity & security issues transparently.
I’m all for simpler, on-demand productivity apps for the home but the enterprise will go with MS for a while longer.
Source: HighContrast
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