Microsoft TechEd: Office as Business Platform (AMR)

A few themes coming out of Microsoft’s TechEd user conference strike us as remarkable:

• Our long-held contention that Microsoft Office is evolving into a platform is coming to fruition. And for the first time, Microsoft is acknowledging this strategy.
• SharePoint, sitting at the center of Microsoft’s platform strategy, is also its route to capturing market share in numerous, formerly distinct, enterprise software markets. As such, it’s an undeniable consideration for customers of those products, and an undeniable threat to vendors specializing in those areas.