makes sense to me....
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henke54
Nov 03, 2006 3:29 PM EDT |
Quoting:While it's just my opinion, my take on the Microsoft-Novell intellectual property deal is that Redmond would like to see some better growth for Microsoft's flagship .Net and the ecosystem around it. If customers want the benefits of .Net on Linux (which is essentially the unique selling proposition of Novell's Mono), then Microsoft is actually better off letting those customers have it than not. If for example, any of Microsoft's intellectual property presented a barrier to adoption of Novell's Mono, that's not good for Microsoft. If those customers prefer to build their infrastructures on Linux, any IP-barriers will just push them to something else like Rails, PHP, or Java. If Microsoft wants any hope of intercepting that platform demand, it has to allow the .Net ecosystem grow more naturally, even if it's not on Windows. And then, maybe later, it might be able to capitalize on Mono's adoption by getting some people to switch or, by offering .Net-related products and services for which no Linux alternative exists.
In the bigger picture, the fact is that Microsoft made a pact with an open source company and it's a decision that may ultimately prove to be better for Microsoft's business overall. The same thing is true of the company's deal with Socialtext. Wikis, which are what SocialText does, are highly disruptive to other attempts at collaborative infrastructure like Microsoft's Sharepoint. Small companies like Socialtext are good a disrupting the status quo. Big companies like Microsoft may look for disruption opportunities, but ultimately, are almost always responding to disruption.
Either way, whether the company wants to do the disrupting or respond to it, agility is important and invariably means doing deals or acquisitions. Google could have responded to the disruption that wiki hoster Jotspot (a Socialtext competitor) was causing. But it made way more sense (for agility's sake) just to acquire it. One problem for a primarily closed company like Microsoft is that the number of closed-source disruptors to acquire is shrinking. The same goes for Google. Jotspot was a good one to sweep up. But the rest of the viable options (including Socialtext) are either built on open source or are open source. Looking around at the many startups that springing up all over the world, that trend to either build-on or be an open source company isn't slowing down. It's speeding up which means that, going forward, the only choice for closed-sourced companies to respond to disruption (or create it) may be to acquire open source companies.
Open source can be "taken" closed. It's a bit of an intellectual property trick for the lawyers and requires kid gloves with whatever community of developers is affected, but at the end of the day, is probably not worth it. Should Microsoft or any other traditionally closed-source company find itself acquiring open source companies just to keep up with disruption, the resulting company will at some point be more open source than not. Maybe not tomorrow, next week or next year. But, depending on how much influence the open thinkers in Microsoft have over the companies direction, eventually.
http://blogs.zdnet.com/BTL/?p=3882
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