Re: What about OneDrive
It is actually very simple if you think about it. There are a number of options available to business that meet their requirements w/o needing Microsoft. Right now, SaaS is providing a fragmented, but improved service opportunity for business. Box provides a single platform to operate your business around with tie-ins to those SaaS applications.
Microsoft is trying to be everything to everyone and will slowly be disrupted as businesses shift to the cloud. There is NO WAY that can be better at every service and integrate them in a way that is best in class.
Granted they will be very, very successful for a long time, but their business wil erode with the cloud shift.