-
Strategies for a discontinuous future.












Wednesday, August 04, 2004
 


Solaris to get Linux compatibility and go open source. Intersting move, if somewhat late. Will it affect Linux? Nope, because x86-Linux is already a hyper-commoditized platform. Will it make Solaris more valuable? You bet. Will Sun be able to capture the value by itself? Only if it can figure out the value drivers. And the answer is not in services : IBM is the king of that hill. In my opinion, the answer is in integrated software and hardware products built on hyper-commoditized platforms that fundamentally disrupt industry economics at the high-end of enterprise.



-- Mahashunyam // 11:18 PM //


Comments:
Post a Comment
search



new


input

due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge

ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini

portfolio
contact

mail.
uhaque (dot) mba2003 (at) london (dot) edu

skype.
umair.haque

atom feed

technorati profile

blog archives