> "Dropbox integration would be a fantastic selling point for Office; SkyDrive integration is not"
I think you may be discounting businesses that actually purchase a lot of Office licences. SkyDrive can be a way of providing file-syncing and sharing that's 'good-enough' for their employees/company. (edit: by which I mean it's a valid strategy to try and protect your turf).
I can see an analogy here with Sharepoint. My (limited) experiences with Sharepoint have been annoying and tedious yet the fact that it integrates with existing MS products and is 'good-enough' has made it very successful for Microsoft [1]. I'm not trying to suggest that SkyDrive could be a $1b business but that we shouldn't write it off so quickly.
Dropbox has little "market penetration" in the overall market of MS Office buyers.
Dropbox is familiar to us and the circles we are in, but that doesn't mean it has any traction at all among the middle-America soccer moms using MS Word to make flyers for little league or the pet shelter. (The recent photo sync update should help with this.)
Techies typically "misunderestimate" the traction of entrenched tools among normals and the value of building add-ons for those entrenched tools.
I think you may be discounting businesses that actually purchase a lot of Office licences. SkyDrive can be a way of providing file-syncing and sharing that's 'good-enough' for their employees/company. (edit: by which I mean it's a valid strategy to try and protect your turf).
I can see an analogy here with Sharepoint. My (limited) experiences with Sharepoint have been annoying and tedious yet the fact that it integrates with existing MS products and is 'good-enough' has made it very successful for Microsoft [1]. I'm not trying to suggest that SkyDrive could be a $1b business but that we shouldn't write it off so quickly.
[1] http://www.businessinsider.com/microsofts-billion-dollar-bus...