From: Subject: Addition of Yahoo Could Help Microsoft Improve Web-Based Software Offerings - CIO.com - Business Technology Leadership Date: Thu, 7 Feb 2008 10:09:14 -0500 MIME-Version: 1.0 Content-Type: multipart/related; type="text/html"; boundary="----=_NextPart_000_0000_01C86971.7DDA7970" X-MimeOLE: Produced By Microsoft MimeOLE V6.00.2900.3198 This is a multi-part message in MIME format. ------=_NextPart_000_0000_01C86971.7DDA7970 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable Content-Location: http://www.cio.com/article/178854/Addition_of_Yahoo_Could_Help_Microsoft_Improve_Web_Based_Software_Offerings =EF=BB=BF Addition of Yahoo Could Help Microsoft Improve = Web-Based Software Offerings - CIO.com - Business Technology = Leadership =0A= _uacct =3D "UA-300704-2";=0A= urchinTracker();=0A=
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News Feature

 

Addition of Yahoo Could Help Microsoft Improve Web-Based Software=20 Offerings

While the news about Microsoft's bid for Yahoo centers = around=20 advertising, the potential to make enterprise, Web-based software could = be a=20 secondary benefit for both companies.=20
 

By C.G. Lynch

February 01, 2008 =E2=80=94 CIO =E2=80=94 At the surface, = Microsoft's=20 $44 billion offer to buy Yahoo = centers=20 around the company's need to compete for market share with Google= in the=20 online advertising space. But by combining Yahoo's expertise for = creating=20 Web-based applications with Microsoft's specialty in enterprise = software,=20 analysts are speculating whether or not the two companies could come up = with an=20 alternative to Google = Apps and=20 other software-as-a-service (SaaS) applications.=20

RELATED LINKS
Microsoft Offers to Buy = Yahoo for=20 $44.6B
Yahoo Bid Could Backfire = Lest=20 Microsoft Changes Ways
Privacy Groups Vow to Fight=20 Microsoft-Yahoo Deal

Microsoft's official statement about the purchase offer hinted at a = broader=20 motivation for the deal. "Our lives, our businesses and even our society = have=20 been progressively transformed by the Web," Ray Ozzie, chief software = architect=20 at Microsoft, said in the statement. "The combination of these two great = teams=20 would enable us to jointly deliver a broad range of new experiences to = our=20 customers that neither of us would have achieved on our own."

But before Microsoft proceeds with any plans for online application=20 development with an acquisition like Yahoo, it still has to acknowledge = that=20 SaaS represents the future of software delivery, says Nick Patience, = managing=20 analyst at the 451 Group. "Microsoft doesn't seem entirely convinced of = SaaS=20 yet," he says.

Microsoft's embrace of the SaaS delivery model has been sluggish = because it=20 wants to avoid cannibalizing one of its core = businesses=E2=80=94installed enterprise=20 software, says Roger = Kay,=20 president of Endpoint Technologies. "A lot of this conflicts with their = main=20 business," he says. "It's left Microsoft unable to really make a big = push in the=20 Web 2.0 world, while Google doesn't have to defend a main franchise." =

Yahoo has also struggled to get into the enterprise software space as = it=20 failed to come up with an alternative to Google = Apps,=20 the integrated suite of Web-based e-mail, calendaring, documents and=20 spreadsheets, of which Google added an enterprise version, says = Patience. "While=20 Yahoo is a Web company, they haven't been in the SaaS game very much," = he says.=20 "It's curious to see why they never added a [Google Apps] alternative." =

An acquisition by Microsoft could also reinvigorate Yahoo's = engineers, who=20 have seen many of their colleagues=20 leave due to the company's lagging performance, Patience adds.

Rebecca Wettemann, a vice president and analyst for Nucleus Research, = says=20 that Microsoft should look at what Yahoo has been working on in the = social=20 software space and see if it could be tailored to the enteprise. Yahoo's = acquisitions of companies such as the file-sharing site Flickr and the = social=20 bookmarking site del.icio.us could give the new company a point of = reference in=20 the consumer space in which to tailor an enterprise social network.

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