The BrainYardDavid F. Carr氏は挽回すると見る。「Microsoft Cracks The Code On Social Software (Finally)」でこのように述べている。

‘Suddenly, SharePoint looks social, like it might really be competitive as social software without requiring third-party add-ons or heroic customization to avoid looking lame by comparison with other enterprise social networking products.’


— 上記はいわゆる詳細な製品レビューの上ではない、との断り書き。

‘However, I also see many things that Microsoft has gotten right, which could allow it to take the focus off its deficiencies as a social software player and start emphasizing its strengths.’


‘SharePoint has always been relevant to enterprise social networking discussions because it is so widely deployed as a document and content management system that every other enterprise social networking product had to have a strategy for integrating with SharePoint. If SharePoint itself can function as an enterprise social networking hub, many CIOs would see that as a great way to simplify their lives.’


‘SharePoint 2010 had introduced some of the building blocks of a social experience, such as user profile pages, but didn’t provide a respectable social news feed unless you layered on something like NewsGator’s Social Sites, an enterprise social network that works with SharePoint as its foundation. When Microsoft announced last month that it was buying Yammer for $1.2 billion, some analysts took that as a sign that Microsoft had recognized that SharePoint would never be able to keep pace with the rate of change in social software the way a cloud product like Yammer could. Because SharePoint is an enterprise infrastructure product, new releases arrive about every three years, a deliberate pace that leaves plenty of time for testing and evaluating new technology so it can be deployed with minimal disruption to existing applications.’

SharePoint 2010では、ユーザプロフィール・ページなど、ソーシャル・エクスペリエンスのビルディングブロックが盛り込まれているが、基礎として、SharePointと動作するエンタープライズ向けソーシャルネットワーク、例えばNewsGatorのSocial Sitesなど、を組み込まなければ、まともなソーシャルニュース・フィード機能を提供できなかった。マイクロソフトが先月、12億ドルでYammerを買収すると発表した際、Yammerのようなクラウド製品のように、ソーシャルソフトウェアの変化の速度にSharePointはついていけないということをマイクロソフトが認めたのだとするアナリストもいた。SharePointはエンタープライズ向けインフラ製品であるため、新規リリースは3年ごと。新しい技術のテストと評価に十分な時間がある慎重なスピードであるがゆえ、既存アプリケーションへの影響が最小限で実装できるのだ。」

— 多くのアナリストは、マイクロソフトはNewsGatorを買収するものと思っていたという事情もあり。

‘Yet when I spoke with NewsGator CEO J.B. Holston a few weeks ago about NewsGator’s strategyfollowing the Yammer acquisition, he told me he had already decided his company needed to get out of the business of merely “gap-filling” because he knew Microsoft was about to deliver a more complete social experience. I expect that there will still be room for NewsGator to add value with social features SharePoint alone doesn’t deliver–for example, its video publishing and sharing–but Holston said he plans to put more energy into developing applications for specific industries.’

「数週間前、NewsGatorのCEO、J.B. Holston氏と、Yammer買収につづくNewsGatorの戦略について話をした際、単に『ギャップを埋める』ビジネスから足を洗うべきだと決断したと語っていた。というのも、マイクロソフトはより完璧なソーシャル・エクスペリエンスを提供しようとしていることを知っているからだとしていた。ビデオ・パブリッシングや共有など、SharePoint単独では提供できないソーシャルな機能で、NewsGatorに付加価値をつける余地があると私は思うが、Holston氏は、特定業界向けにアプリケーションを開発することにエネルギーを注ぐ予定であると語った。」

‘I think we’ll see Microsoft pursuing a two-track strategy, with Yammer as social software for startups, small businesses, and enterprises that are comfortable with the cloud, but continued investment in SharePoint as a social platform for organizations with an existing SharePoint investment and those who require SharePoint features that Yammer does not include. Ideally, the two engineering teams will get friendly enough to share ideas, if not technology.’


— 最後の部分が非常に重要で、2つの異なる会社を合わせても、なかなかいわゆる相乗効果は生まれない。マイクロソフトがもし両輪戦略をとり、そこで成功していくには、2つのチームが緊密になっていくことが、「理想」ではなく、「必須」だと思うが。