Telstra has revealed the addition of almost one million new mobile services in the six months to December 2011, but Sensis revenues plummeted 24 percent in 12 months.
Ever since Google acquired the rudimentary online product Writely in March, the world has been waiting for the search leader to bring out a usable online word processor. True to form, however, Google has surprised all and sundry with the news that this week it will launch an online spreadsheet product.
Market watchers are quick to pit the online efforts of Google against
the established market leading Microsoft Office products, whenever the
search leader releases so much as a sneeze of an application. Google
Calendar looks to be a handy tool and may well be a success but is it
going to get people off Outlook? Perhaps. But a spreadsheet is
something else and Google itself is quick to play down the comparisons
and not surprisingly so.
The release of a test version of an online spreadsheet is hardly going
to cause Microsoft to break into a cold sweat. Open Office.org has had
the latest version of its free Excel look-alike on the market since
2005 and it hasn't caused so much as a ripple in Microsoft's market
share. Spreadsheets often contain complex propietary corporate
information, involving complicated calculations and macros. A company
with years of these things sitting on their servers cannot simply throw
all that out because it wants to move to a new product - not even the
mostly (but not 100%) compatible Open Office, let alone some new online
upstart.
Google itself recognises that has a long way to go before it even
begins to scratch the surface of the Microsoft Excel market. The
company's official line is that its new product is mainly for for users
who want to share and allow others to edit information over the web. So
who will be the users? One cannot imagine corporate users doing
financial modelling and reports and sharing this information in an
online scenario with the data sitting on Google servers rather than
corporate servers. Small businesses? More likely they would spend a few
hundred for a copy of Microsoft Office or download Open Office if even
a few hundred was too much spend.
This brings us to another very interesting sticking point with the
provision of web services that simulate desktop applications -
bandwidth and storage. In time, both problems will be sold - or will
they? If the end game is centralised storage (or distributed
centralised storage), of things such as spreadsheet, wordprocessing.
database and massive presentation files, then the keepers of that
repository will not only have to provide monumental storage, data
serving and access capacity, but they will wield power and
responsibility almost beyond imagination.
Another scenario is that local storage is maintained and just the
application is served as required, which would be far more palatable to
many corporate users. Assuming this is the model (although both Google
and Microsoft want to get into the storage business), coming up with
office productivity tools like wordprocessors and spreadsheets are not
trivial tasks. Microsoft has been at it for more than 20 years. Having
seen some of the early attempts at online word processors recently, there
appears to be some way to go before they come close to emulating the
power and functionality of the established proprietary of open source
products.
If Google runs true to form again, we can expect that use of its new
spreadsheet will be by invitation only in the first instance. The
company will want to iron initial bugs before going to a wider beta
release and there may need to be a few of those. It is doubtful
whether we should be holding our collective breath for a production
version of Google Calc (or whatever it's going to be called) anyttime
soon. Then again, Google has surprised us before and will no doubt do
so again many times over.
David Bass
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