Second, don't underestimate the lock-in power that programs like Outlook and Excel and Quickbooks and Peachtree and their associated files still hold, particularly in smaller businesses. Someday we may have standard document formats and easily transportable data, but we don't yet. The competitive battle for the future of software is going to be fought out at the level of the Little Picture as much as at the level of the Big Picture. Lose sight of either one, and you'll be in trouble. In other words: It ain't over till the Fat Guy rants.
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So no matter how innovative the WEb 2.0 - Office 2.0 - Enterprise 2.0 applications and services are, they are setting the marketplace for Microsoft to come in and take everything. Because Microsoft and Microsoft alone ownes the interoperability - integration interfaces into MSOffice and Outlook, they are in a position to destroy any of the 2.0 players at will. It's simply a matter of entering the space with their own 2.0 application or service.
The more i see of this, the more convinced i am that the governemnts of the world are going to have to step in stop Microsoft's push to move from the desktop into server, device and web systems.
~ge~
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