Google Buys a Manager of E-Mail - New York Times

It'll be interesting to see if Microsoft "software + services" advances, e.g., SaaS as it has done with Energizer (including hosted Exchange + SharePoint + LCS), are broadly factored into the analysis

Microsoft played down the notion that Google’s acquisition of Postini would create more competition for Exchange and other Microsoft applications.

“What we are hearing from our customers is that they are looking for an experienced solutions provider,” said Roger Murff, director of marketing for unified communications services at Microsoft. The deal is “further validation that we are doing the right thing and have been doing the right thing for several years,” Mr. Murff said.

Google Buys a Manager of E-Mail - New York Times