Google does not own Microsoft Office, but it appears to be
investing in it nonetheless. The company recently said that it
had acquired DocVerse, a start-up founded in 2007 by two
ex-Microsoft engineers.
The terms of the deal were not disclosed, though The Wall Street
Journal reports that Google is paying about $25 million.
DocVerse makes plugin software that enables cloud-based
collaboration in Microsoft Office applications Word, PowerPoint,
and Excel. It gives Office users something similar to the
collaborative functionality of Google Apps in what for many remains
a more familiar, more comfortable environment.
Yet Jonathan Rochelle, group product manager on the Google Apps
team, suggests all is not as it seems: Google isn't buying into
Microsoft; rather it's buying a bridge from Microsoft Office to the
world of cloud computing. There are, after all, some 600 million
Office users out there, according to DocVerse, and getting them to
migrate to Google Apps won't happen overnight.
"We definitely see this as an investment in the cloud, not an
investment in the desktop," said Rochelle in a phone interview.
"For us, because we're allowing people to collaborate using formats
they're familiar with -- spreadsheets and documents and
presentations -- we've definitely found a new pain point: People
are saying, 'Help us get to the cloud.' So really for us, DocVerse
is not an investment in the desktop. It's an investment to help
people who are stuck on the desktop, who are using older tools and
more traditional ways to create content."
Google has been building escape routes for a while. Last summer,
for example, the company introduced Google Apps Sync for Microsoft
Outlook, which allows Outlook users to connect to Google Apps for
e-mail, contacts, and calendar data. It turns Outlook into what
amounts to a skin, or user-interface, for Google's cloud.
Microsoft is not the only company targeted thus. Google's iPhone
app for Google Voice commandeered the iPhone's dialing keypad,
which prompted Apple to refuse to approve the app. Google then
released a Web-based Google Voice client as an alternate road to
its cloud-based voice service.
The cloud is where applications are headed, particularly
Microsoft Office. Microsoft CEO Steve Ballmer said as much in a
speech at the University of Washington recently. "Taking Microsoft
Office to the cloud, letting it run in the cloud, letting it run
from the cloud, helping it let people connect and communicate, and
express themselves," he said. "That's one of the core kind of
technical ambitions behind the next release of our Office product,
which you'll see coming to market this June."
But Microsoft is not moving fast enough, as least as far as the
founders of DocVerse are concerned. "We recognized this trend was
happening," explained Shan Sinha, co-founder and CEO of DocVerse.
"It's one of the reasons we left Microsoft to start DocVerse.
Getting to the cloud means there's going to be a large number of
people who are starting from software that's 20 years old. [Our
concern] was how best do we bring people into the cloud? When we
think about Google, what see see is the company that's really
starting to define, and has defined, how cloud-based applications
should work."
DocVerse is Google's tenth acquisition in the past eight
months.