BCM on the bottom online

Microsoft Monitor notes:

Microsoft Business Solutions saw year-over-year growth of 41 percent to $190 million. Microsoft attributed much of the growth to licensing sales of Navision and Business Contact Manager. BCM is a client-relationship management add-on to Outlook that ships with three of the six Office 2003 versions. I would consider BCM a direct competitor to ACT! and Goldmine, so over-time sales could be significant. Early BCM success could merely be tied to strong out-of-the-gate Office 2003 sales. If Microsoft can sustain sales, BCM could prove a low-end CRM replacement, the way Outlook eventually drove a large number of desktop contact managers out of the market.