I saw a demo of whats in Sharepoint 2010 today, and I don't see why a Microsoft shop with Exchange & OCS already in place would not opt for MOSS 2010 & go for Quad 2.0.
Policy management, building rules, defining who can see what, from where (inside/on company infra or otherwise), all seem pretty appealing to regulated industries.
Also, why do you want to compare Quad's Communities with Lotus Connections' Activities? They do have their Communities too.
Thanks for bringing this to our notice Paul.
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