Nick Carr has a lead on the story that we all knew was coming eventually: Key Microsoft applications, including Office, may be moving online, soon. Carr’s source says to look for enterprise applications to move online as web services with Salesforce-like usage fees, popular PC applications to move online with advertising support, and expansion of its data center network to provide storage for everything.
In short, they’re responding to Google Apps and Google Docs, which now account, according to analysts, for up to 2-3% of Google’s total revenue (call it $400m a year, up from $40m a year ago) (note: I can’t find a source for this, but it was quoted to me by a senior Google employe ...
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