Redmonk's James Governor wonders what's behind the IBM Lotus team-up with Google...

But i have to say when i first heard the idea IBM would endorse Google Desktop Search (GDS) because it supported Lotus Notes formats, i was struck that IBM was potentially ceding some extremely important real estate to Google by giving it the nod.

I mean where do you live? In your email? In your aggregator? Or in search? Search is fundamental UI real estate.
Maybe Lotus is just confident because it feels like they have fought off the MS Exchange and Live Communications Server collaboration challenge for now... But surely Google is going to come after IBM sooner rather later? Eric Schmidt is sanguine apparently. But Bill Gates didn't get to where he is today without being able to identify competitive threats. You could argue doing so is a Microsoft core competence. IBM on the other hand, has not always been quite so adept at spotting threats early.

I don't expect IBM to ignore Google, after all it wants to attract ISVs, and Google is one, but in my opinion search is fundamental to the computing experience. Apple with Spotlight and Microsoft with its own desktop search seem to think so. So what of IBM's ambitions? If it wants to displace Microsoft going forward it will need to offer a better user experience, and to reduce MS dependence. By putting its weight behind GDS and giving it the enterprise imprimatur, it has strengthened the position of an emerging competitor.
Maybe I'm being too practical, but I just see this deal as recognition of the value of a single end-user being able to search mutliple content types from a single engine  Desktop search <> enterprise search...thus, I don't see the current -- or potential -- overlap that James does.  Do you?

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