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August 29, 2013 11:50 pm GMT

With Sinofsky On Board, Box Is Now Capable Of Mounting The First Credible Threat To Office

Screen Shot 2013-08-29 at 12.03.03 PMBox has an enviable enterprise install base, a key strategic advantage as being The Holder of the Files, and now the exec that called the Office shots at Microsoft for years. That sums together into an enterprise-facing productivity solution, in my view.Box is going public in short order. To tell investors that it has a new product coming that will help preserve its margins would be welcome.

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