Duffbert posted a response to the Microsoft / GSK announcement, which in my opinion is a good assessment on IBM / Lotus’ position ..
… Regardless of how you might want to spin this (shortsighted company, didn’t consider other costs, what if the online cloud is down), the fact remains that Microsoft is gaining traction *and* mindshare in this area and offering. And personally, I don’t see Lotus having much of an overall response at this particular point in time. I know that LotusLive is supposed to answer this, but I’m not seeing any major announcements of Exchange shops moving to hosted Notes (or hosted IBM anything, for that matter). …
Source: GlaxoSmithKline deal highlights Microsoft’s overseas launch of hosted collaboration software