Unfortunately from our view, it changes the vision a lot.

Our networks are built for universities and a big way we differentiate from other solutions (in which only chartered organizations can make a group) is we allow informal groups (study groups, interest groups, topic discussions, etc) on the system.

Based on our beta, a large percentage of groups are informal and would not be chartered by the university. Yammer does not limit who can create a group, for that reason we are more wary of them as competition.