I understand your point, but I think it is much easier for Microsoft to add better online collaboration to Office than for Google to add the extremely robust and powerful features of Excel to GoogleDocs. I think there is a market for GoogleDocs, but I don't think it's going to cut into Office's $$. GoogleDocs doesn't offer anything that Office '98 did besides online collaboration. I don't think many people would give up the office suite for GD, and as I said before--Microsoft has the hard part done--online collab is a lot easier.
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There is a book you might find illuminating: http://www.amazon.com/Innovators-Dilemma-Revolutionary-Busin... also, the essay "worse is better".
I understand your point, but I think it is much easier for Microsoft to add better online collaboration to Office than for Google to add the extremely robust and powerful features of Excel to GoogleDocs. I think there is a market for GoogleDocs, but I don't think it's going to cut into Office's $$. GoogleDocs doesn't offer anything that Office '98 did besides online collaboration. I don't think many people would give up the office suite for GD, and as I said before--Microsoft has the hard part done--online collab is a lot easier.