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The finances are manageable, but not good investor relations...
I actually think Microsoft's business is lumpy enough that a switch to SaaS right after an upgrade cycle could work without flushing the golden goose. It's a tricky business though, and it involves a degree of faith that investors are probably unwilling to stomach.

The reaction of investors was my biggest concern about the likelihood of this, as I've said on my blog:

http://smoothspan.wordpress.com/2008/03/02/microsoft-switching-office-to-saas-makes-total-financial-sense/
Posted by: BobWarfield   Posted on: 03/03/08 You are currently: a Guest | Members login | Terms of Use

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The finances are manageable, but not good investor relations...  BobWarfield | 03/03/08
Bob, I read your post ...  phil wainewright ZDNet Moderator | 03/03/08
Nah, wrong again!  techboy_z | 03/03/08
Projity and other SaaS Office competitors eating into their cash cow  linuxbeatsms@... | 03/04/08

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