To be fair the one redeeming aspect is if they try to go for...

To be fair the one redeeming aspect is if they try to go for some type of low cost positioning at the budget end of the market - and go for cheap.

That will not include one of the large enterprise players at all (All Ords) so would be your 10-100 seat crowd. Tough business..

Which could work short term but margins will be a race to the bottom if others enter, and if there is a major data breach in Australia (more or less a certainly in time) as I say, good luck..