Blog

Analysts say Exchange 2007 coupled with Sharepoint 2007 is threat to Lotus


Tags :


First, from ZDNet Asia comes this little quip:

According to Peter O'Kelly, research director at analyst company Burton Group, the cocktail of Microsoft's Exchange 2007 and SharePoint Server 2007 will present "unprecedented competition" to IBM in messaging and collaboration software. He was speaking to ZDNet Asia on the sidelines of a press briefing, held Wednesday--a day before Microsoft launches Windows Vista, Office 2007 and Exchange 2007 for business customers on Nov. 30.

O'Kelly said: "Microsoft has never had the combination of very strong enterprise messaging and collaboration software before. So, I think Microsoft is going to be a new competitive threat to IBM."

He noted that Microsoft has historically been strong in enterprise messaging, but not in collaboration. "[Exchange] hasn't really approached what you could do with Lotus Notes, which is a combination of enterprise messaging and document-oriented workflow."


I am not sure how he derives this from announcements only and no testing, but I am curious to see how it falls into place.  Now the licensing for Unified Communications, which covers antispam, antivirus and other items makes sense when Microsoft has been out buying such companies.  So rolling it into one package does make a nice offering.  However, most companies are already embedded into appliances and other installed applications for filtering and service.  But, when those comes up for maintenance or renewal, some will jump ship to a reduced, single cost point that offers all if it works right.