It’s a Bird, It’s a Plane…

Check out this snapshot of Techmeme today. As is typically the case, Google scratches it’s left ear lobe and an entire industry of bloggers kicks into gear dissecting what it means. The NYTimes claims it’s a Microsoft Sharepoint killer while Allen Stern declares they are going after pbWiki. The AP wire report, which also runs in the NYT has a somewhat different view of this, calling it a website builder. Rafe Needleman makes the observation that it’s a nice wiki even though Google never uses the word wiki. TechCrunch also calls it a wiki and quotes a Google exec calling it a “Sharepoint killer”.

So what do we know for certain: it’s a wiki and they are targeting Sharepoint. What is not said? Sharepoint is much more than a wiki, it’s probably more accurately referred to as a portal, and the wiki features are acknowledged by MSoft to be very weak. Microsoft does feature wikis from both Socialtext and Atlassian as add-ons for Sharepoint, lending credibility to the notion that they don’t see themselves as competitive in the wiki space.

Google could in fact take on Sharepoint but it’s going to take a lot more than a better wiki to do it. For starters, I would make Google Sites an OpenSocial container, which should not be too difficult given the fact that the same people were involved in both projects.

Google Apps is in total a threat but at some point Google is going to have to do something more meaningful than the bits-n-pieces act. Dan points out that Google is fighting the stigma of offering lightweight apps, but as long as they fail to release numbers such as how many companies are actually paying Google for premium apps, it’s unlikely that the market will take them seriously. Businesses are not moved by the notion of free apps because buying an application really isn’t the barrier companies face, it’s supporting users and meeting requirements.