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Mar 5
“In short, they’re responding to Google Apps and Google Docs, which now account, according to analysts, for up to 2-3% of Google’s total revenue (call it $400m a year, up from $40m a year ago)”

Microsoft Office Online and Attacking The Innovator’s Dilemma

Wow. Google is almost universally dismissed as a search only business. So, its strange that Apps / Docs are perhaps a bigger business than all of Facebook.

“According to a person familiar with the company’s finances, Facebook hopes to double revenue to $300 million to $350 million this year, its fourth full year in business. Google had revenue of $440 million in its fourth year, a fivefold jump from the previous year.”


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