Based on what I see in the ever-changing collaboration market, I think it's a fair question. My reasons and perspectives are shared in my latest column posted now on No Jitter.
In short, the underlying technology is important when making these acquisitions, but given how quickly things evolve these days, nobody nails it going in, and other factors will ultimately dictate success.
My view is that this is more about going with a strategy that works in this market, and my analysis looks at two paths - being a disruptor or an innovator. If you give it a read, you'll know what I think, and then I'd love to hear what you think.