read at alleyinsdier.com
"We agree with Alex that Microsoft still has an incredible lead over Google in distribution and features. We also agree Google will have a devil of a time trying to make real money off Google Apps.
But that's Google's problem. The problem for Microsoft remains they're trying to charge a lot of money for a product that hasn't significantly changed in over ten years, while Google has something 90% as good (and getting better) that's free."