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You seem to be unaware of the fact that Office isn't desktop only any longer. Office 365 is growing like crazy and there's no way Salesforce is going to catch u
by curiousDog 10y ago
You seem to be unaware of the fact that Office isn't desktop only any longer. Office 365 is growing like crazy and there's no way Salesforce is going to catch up before the cloud wave blows over. Infact, modernizing and getting office on ever device has been the shtick of Satya since he took over.
- beat 10y agoI'm fully aware of that. I've used Office 365. It's still tied painfully to its legacy, and Microsoft is in a vulnerable spot, trying to transition the product to the future. Think like an ambitious CEO for a moment. The dynamic nature of the situation on the ground means that Office - the most successful enterprise monopoly since IBM invented the punchcard - has never been more vulnerable. You can buy a competitor in the space who isn't carrying around a bunch of legacy, whose founder's track record of successful cloud products includes, oh, Facebook. You've already got a monopoly on an enterprise cloud product where Microsoft can't really compete. Same end user base. Do you grab for that brass ring? Or make excuses why it's impossible?
- askafriend 10y agoViewed through this lens, it looks like a fantastic bet at quite a cheap price. I mean look at the Instagram bet. That was looked at as expensive back then, but now it's considered very very cheap. It's all up to SalesForce how they handle the acquisition, but the potential is there, as you describe.