The latest intriguing speculation from Cringely
Now let's get back to that Microsoft-killing part. Microsoft's success is based on two products and only two products -- Windows and Office. Microsoft is obsessed with the idea that Google will undermine one or both of those monopolies through Google Apps. This is all Steve Ballmer thinks about and is what made him so eager to spend $40+ billion for Yahoo. But what if the real threat isn't Google at all, but Apple?
Nearly everyone who tries it is going to LOVE MobileMe, which Apple -- calling it "Microsoft Exchange for the rest of us" -- will madly market to small and medium-sized businesses, of which there are six million in the U.S. alone. Those outfits will buy iPhones, MobileMe accounts, and eventually Macs and MacBooks for their workers. IPhone enterprise customers will do the same. Organizations that find Google Apps too hard to use (have you actually tried to build a wiki using Google Sites? I have and it is HARD - far worse than using JotSpot, from which Sites supposedly evolved) or aren't big enough for Exchange will buy MobileMe instead and never look back.