The ECM market became white hot. With the big-time players in IT (EMC, IBM, Oracle) making acquisition plays left and right, Microsoft realized that there was a huge revenue stream to be tapped into. But why did Microsoft not jump on the acquisition bandwagon and instead chose to invest in its existing product? The answer to that question can be found in the next bullet point.
The Microsoft Office productivity suite maintained its dominance on the desktop. Although applications like OpenOffice attempted to usurp market share from the ubiquitous Word and Excel, organizations across the globe continued to standardize on the .doc and .xls formats for word processing and spreadsheets respectively. Therefore, who better to provide a content management system for these formats than the company who invented them. However, the third trend shows where Microsoft’s real challenge came from.
The rise of the online desktop, Google Apps in particular, strikes the first semblance of fear in the Redmond-based giant.
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