If he can discover some kind of service on top of word processing that helps people work with one another over the Web, then he may be on to something.
More Quotes from Rob Helm:
I think they're going to announce business-focused services that are complements to Microsoft's software. I think at the July financial analyst meeting, executives said clearly they saw it as a viable business.... Outside vendors are proving it's a viable business.Rob Helm
It was too early, and MSN didn't have a strong brand recognition in the small-business area, ... Since then, Salesforce.com has shown that hosted CRM is a viable business, and this time around Microsoft has a better understanding of how to get to customers.
Rob Helm
This one is particularly nasty because is allows people to take control of your computer from over the internet.
Rob Helm
It would have been a very tight squeeze. If they were going to miss Christmas, there just wasn't a good reason to push it for 2006.
Rob Helm
Microsoft sees software as a service as a part-answer to the maturing software market.
Rob Helm
Microsoft's server and tools unit has proved they can take something like Web 2.0 and make it easier to program for. It has a very viable business model there.
Rob Helm
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