Microsoft's new Saas office or Office 2.0

To me this is the innovators dilemma for Microsoft - Rough Type: Nicholas Carr's Blog: Where's Microsoft?.

The Microsoft shareholders, Sales teams and channel would not let Microsoft announce any Office 2.0 like products before the imminent release of Vista and the new Office suites. In fact they are still going to meet massive channel and sales resistance for a long time after. In many ways that is why Microsoft are shafted longterm, Google and the rest may well have their lunch... Although Microsoft may still think it can buy it's way back in the game later of course, so if you are thinking of flipping this might be worth considering as a strategy.