About Duffbert...

Duffbert's Random Musings is a blog where I talk about whatever happens to be running through my head at any given moment... I'm Thomas Duff, and you can find out more about me here...

Email Me!

Search This Site!

Custom Search

I'm published!

Co-author of the book IBM Lotus Sametime 8 Essentials: A User's Guide
SametimeBookCoverImage.jpg

Purchase on Amazon

Co-author of the book IBM Sametime 8.5.2 Administration Guide
SametimeAdminBookCoverImage.jpg

Purchase on Amazon

MiscLinks

Visitor Count...



View My Stats

« IBM claims momentum for Lotus Notes | Main| Eyes top left... The link to Lotusphere 2009 press coverage is now up! »

Au contraire: Exchange's lead over Notes actually 'getting bigger and bigger,' says Gartner

Category IBM/Lotus Microsoft
From Computerworld: Au contraire: Exchange's lead over Notes actually 'getting bigger and bigger,' says Gartner

OK...  a different view heading into Lotusphere from one of the analysts...

While IBM Corp. argued Thursday that its Lotus Notes collaboration software was turning the tide against the market leader, Microsoft Corp.'s Exchange, a Gartner Inc. analyst said that's not the case.

"I don't believe that in either revenue or user seat share, that IBM is closing the gap [with Microsoft]," Tom Austin, a Gartner analyst, told Computerworld on Thursday. "The gap is getting bigger and bigger."

<snip>

 Austin, a Gartner group vice president and research fellow who conducted that research, said that statistic was for 2007 shipments of Notes versus Exchange only. It is far different than the percentage of workers actually using either software today, the installed base.

For that, "Microsoft Exchange has at least three times the users of Notes with enterprises with 500 or more users," Austin said. IBM may be adding Notes users, but its share of the installed base "is getting smaller," he said.

Now, Austin does go on to say that Notes 8 has helped staunch the flow of moves to Exchange:

 "Notes 8 has staunched some of the anxiety IBM inflicted on itself when it was pushing Workplace as a Notes replacement, causing its user base to freak," he said. "They can honestly say that Notes 8 today is almost as good as Outlook."

However, Austin thinks IBM won't be able to start winning large companies back until it starts to "carpetbomb" corporate end users with marketing and free copies of Notes the way Microsoft did when it was building up Outlook in the late 1990s.

"Mere mortals, not IT people, are going to have more and more say, but IBM adamantly refuses to do anything that would piss off IT buyers and senior executives," Austin said.

"Carpetbomb" corporate end users...  I know more than a few in the Notes community would wholeheartedly agree to that.

It's frustrating that for something that sounds so straightforward and simple (who runs what software), no one can agree on a counting methodology, analyst percentages differ wildly, and vendors tout the numbers that make them look best.  I'm surprised that Enron didn't try to develop a market in trading seat counts...  :)

Comments

Gravatar Image1 - It's kind of a strange post from Tom Austin, who also said that Lotus Notes is the "category leader" and placed Exchange in the second tier. { Link } These words don't jive with his "almost as good as Outlook." However, breaking out the numbers by total, versus by company count is interesting. On the up side, IBM no longer discussing the SMB market as accounts under 5,000 seats--they are paying attention.

Do you think we'll get to chat with Mr. Austin, next week ?


Gravatar Image2 - Sure, Jack... I'd love to play Beat... I mean Meet The Analyst. :)

I noticed that those SMB number categories are now down to where most people would agree with the definition. That's nice to see. Measure the real world, not the world compared to how big you are. Heck, at the rate we're going, Citi will be an SMB soon. :)

And you hit the nail on the head with your observations about Austin. I would expect an analyst's statements to be consistent. Even be consistently WRONG if you'd like, but be consistent. The mitigating factor is that reporting what an analyst says will always have a bias. IBM will focus on the category leader quotes, and Microsoft will jump on the almost as good quotes.

Now that I've started to play on both sides of the fence, I'm trying to be a bit more "skeptical" of either side. :)

Post A Comment

:-D:-o:-p:-x:-(:-):-\:angry::cool::cry::emb::grin::huh::laugh::lips::rolleyes:;-)

Want to support this blog or just say thanks?

When you shop Amazon, start your shopping experience here.

When you do that, all your purchases during that session earn me an affiliate commission via the Amazon Affiliate program. You don't have to buy the book I linked you to (although I wouldn't complain!). Simply use that as your starting point.

Thanks!

Thomas "Duffbert" Duff

Ads of Relevance...