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http://webpoet.wordpress.com/2008/02/28/jotspot-reborn/

While the launch of Google Sites may look like a direct attack on PBwiki, I think it’s more of a warning shot, and one which could very well end up helping PBwiki.

Bear in mind of course that I’m an investor in and an executive at PBwiki, so I’m a bit biased!

Here’s the thing: Google is great at attracting a lot of attention, but (thus far) they tend not to suck all the oxygen out of the room. Rather, they tend to alert people to possibilities.

Omniture charges money, while Google Analytics is free. Doesn’t seem to have stopped Omniture from growing like crazy and their stock price from rising 400%.

WordPress charges money (for some things), while Blogger is free. But Toni and Matt seem to be doing very well.

Google Sites is a nice-looking product, and there are things about it I like, but it’s definitely not as polished and enterprise-ready as PBwiki, especially with the 2.0 version we’re rolling out this month. There’s a reason why PBwiki hosts 450,000 wikis, more pages than the Wikipedia, has thousands of paying customers, and is trusted by 1/3 of the Fortune 500, as well as other customers with significant deployments like Facebook, Symantec, DePaul University, and the FDA.

Whats makes Google Sites more of a warning shot at this point is that it’s only available to Google Apps users. My guesstimate is that less than 5% of PBwiki’s users also use Google Apps. So while there will be a lot of attention, it’s not that likely it will cannibalize PBwiki’s business.

In the rosy scenario, this could end up working much in the same way that we were able to take advantage of Justin.TV at Ustream. Justin and his team did a great job of making everyone aware of live video, and Ustream was the first to the party with a solution that let anyone do it. (Technically, Stickam was there first, but for a variety of reasons, was never able to attract a big mainstream audience).

Plus, Google can be a great ally in the battle against the real competition, Microsoft’s SharePoint. Sure neither Google Sites or even PBwiki can do *everything* that SharePoint does, but we think we do most of what people really care about. Google helps validate the on-demand approach versus Microsoft’s on-premise software.

It’s certainly true that Google has vast resources and super-smart people, so it doesn’t pay to take them likely or bury one’s head in the sand. But based on history, I’d say there’s a better than even chance that Google’s entry into the market ends up helping PBwiki.

Such a pity…