The software, Microsoft Application Analyzer for Lotus Notes, uses Casahl Technology Inc.'s ecKnowledge 7.5 as a gateway to hook Notes and Domino applications into the XML-based .Net architecture. The software replaces Microsoft's Application Connector for Lotus Notes.
Analysts say the software could pose a threat to IBM to the extent that it makes it easier for companies already looking to move to a single-vendor software environment switch from Notes/Domino to Microsoft Exchange. However, Technology Business Research analyst Bob Sutherland says IBM's Notes installed base isn't likely to fall drastically anytime soon. "There are a lot of satisfied Notes users out there, even if it is becoming more of a niche product," Sutherland says.
Microsoft controls about 50% of the business E-mail market, while Notes holds 25%, according to Ferris Research. With business software sales slumping overall, it's hardly surprising that vendors are fighting for every seat license. A big part of the problem for many companies is a sullen European market. Over the weekend, Microsoft CEO Steve Ballmer told a London newspaper that he didn't expect European sales to pick up anytime soon.