Thursday, June 23, 2016
Microsoft-LinkedIn deal decoded: Google can relax, Oracle and SAP should worry: "I think the deal is neutral to Google, and slightly negative to Facebook, only because Zuckerberg had some dreams about building a professional side to the network and probably will be less motivated to do so now. But I believe the deal is hugely threatening to SAP, Oracle and Salesforce. It can change the very nature of B2B IT strategy – and potentially create a huge barrier that can lock out these mega-billion dollar players from the big buyers. CIOs will be interested to know how it can change their company’s life. And if Microsoft plays its cards well, change it can. Startups CEOs can benefit too. Can they have their appointment calendars and email on Outlook auto-filled with data about the people they’re meeting and writing to from LinkedIn? Maybe. Can LinkedIn messaging do a better job than Slack can? Foreseeably. Can it be a great plug-in? Sure."