Bullfight, six months later

September 22 2006

Is it any surprise to anyone that, six months later, the "red bull" seems to have gone back to its pen?  Quite a testimonial to the power of getting the truth out there -- the limited value of the analysis tools and the impracticality of migrating applications has been noted by customers, partners, and industry analysts.  Heck even Microsoft's blog on the topic has gone dark, reduced to an occasional Q&A about e-mail migration.

In my customer meetings over the last two weeks, I was heartened by what I see as a change in the type of conversation.  I mentioned it last week -- CIOs and CTOs are, for the most part, not focusing on e-mail migration.  It's not going to provide value to the organization.  Some of the Exchange shops I'm talking to are looking at the big jump to 2007 and wondering what the payoff for all that expenditure would be, but otherwise, they're looking more broadly at collaboration and the notion of dynamic workplaces.  And when you look there, Lotus has the best strategy.  The platform and capabilities we ship now are best-in-class for "situational applications" and deploying a services-oriented architecture.  The innovations coming in Notes "Hannover" change the conversation from e-mail and "groupware" to how new paradigms will deliver new value for the next 15 years.  And the emergence of Sametime 7.5 as a true platform for real-time business, the evolution of social networking tools, and the notion of how all this plays in the enterprise are making for some pretty interesting conversations.

This is all a pretty exciting time, and I feel like we're on the cusp of serious new innovations in 2007 -- from both major players.  You can't help but be excited.  And the best part is, the market is finally moving past yesterday's discussion and focusing on the future.

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