It’s interesting that these two comments are somewhat contradictory – one is saying there is no point competing with SharePoint (“that ship has sailed”) while the other is saying “The MS turtle can’t catch these hares.”
My point was really that SharePoint is a huge factor in this market, not that it is the undeniable “winner,” (I’m not much of a sports fan really) or that there is no room for additional players. There are gaps to fill most certainly and there are also a number of use cases — some of the more innovative as far as “E2.0″ goes — where SharePoint is not particularly relevant at the moment. But it’s a factor and vendors ignore it at their peril.
