One of the things that investors are gradually starting to recognize is that business software is very sticky.

More importantly, our software worked. I don't just mean that it didn't bump, or that it performed according to the written specifications, or that it was efficient in producing reports. It really worked

Accounting software is the first strategic business application that many small firms purchase, making it an important on-ramp for other business applications, which need to integrate with the accounting solution, and a first step towards higher end financial solutions. Intuit has long been the undisputed leader in the small business accounting space with its QuickBooks product line. But Microsoft, which has a solid base in the mid-market financials arena, wants to build volume in the small business accounting market.

Accounting software is the first strategic business application that many small firms purchase, making it an important on-ramp for other business applications, which need to integrate with the accounting solution, and a first step towards higher end financial solutions.

This business is atrophying. When you look at Microsoft's dominance in the software industry, it's the dominance of the desktop world. And that is not the future; it's very much the past.

The have regular application software they are good at, but they are not great at video streaming.