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Is a Threat to SharePoint?

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Recently we have seen large enterprise buyers considering Box alongside Microsoft SharePoint. Just a year ago, SharePoint was practically the sole contender in light document management situations; now the situation has changed quickly and dramatically. With heavy investment funding, Box is rapidly positioning itself as a SharePoint contender, going so far as posting a billboard in Silicon Valley stating, " vs SharePoint -- Sharing should be simple. Challenge us..."


But is really a SharePoint killer? If not, what does its rise tell us about how enterprises are (and are not) utilizing SharePoint?