The Disruption is Beginning...
Posted by Mike Volpe on Mon, Jan 08, 2007

Let me go on record saying that the biggest threat to Microsoft today is Google SpreadSheets and Documents. Not search, not Gmail... but spreadsheets and documents. And, if you read
this article from innovation Creators about Google taking $200m from Microsoft & Lotus there is already a financial impact. I could not agree more. Google Documents and Spreadsheets has all the characterisitics of a disruptive technology.
- Much lower cost - free v.s $100's of dollars
- Less functionality in the traditional sense... BUT more functionality in ways that are important for a small but growing and important market segment - the collaboration and web-centric features will be the future of how we use documents and communicate
I am currently using Google Spreadsheets and Docs for a bunch of things, including tracking gifts and thank you notes for my wedding with my fiance. While Google spreadsheets does not do everything Excel does (pivot tables, charts), it does "enough" (to be dangerous), and the collaboration functionality is very cool and more importantly... quite USEFUL.