In-depth coverage in the Globe...

For years, Lotus Notes has seen Microsoft's competing Exchange messaging software seize an increasing share of the corporate messaging market. But during an interview at IBM Software's Cambridge office last week, Bisconti scoffed at a recent report from the market research firm Radicati Group, which found that Microsoft's Exchange software has a 33 percent share of the corporate e-mail market, compared to 21 percent for Notes.

"We're not losing share," Bisconti said. "We're gaining overall share."

Merely counting e-mail licenses, he said, does not indicate Lotus's greater strength in the market for complex collaborative applications, used by companies to help teams of employees work together. Without offering hard numbers, Bisconti said that Lotus remains the leader in collaborative computing.

Bisconti spoke one day before IBM released its 2006 financial results, which seemed to vindicate him.

IBM's software business generated $5.6 billion in sales for the fourth quarter, ended Dec. 31, a 14 percent increase over the same period in 2005. And though Lotus customers could have waited for the release of new products in 2007, fourth-quarter sales of Lotus products surged by 30 percent.

Laura DiDio , an analyst at Yankee Group in Boston, said Lotus's continued success was no surprise. "It's a good product," DiDio said. "They are keeping up with the advances in technology; they have the IBM service and support behind them. They have the IBM sales force behind them. They have the IBM marketing behind them. . . . If you're a customer and you don't have to change, why would you?"
Link: Boston Globe: As sales grow, Cambridge-based Lotus adds products to fend off rival Microsoft >

Post a Comment