Brent Williams presented “Open Source Business Models: A Wall Street Look at a Wild 2006 and the Prospects for Even More Fun in 2007” at EclipseCon Tuesday. Brent is a (temporarily) independent equity research analyst. Unlike so many “Wall Street” types, he approaches the discussion from the economics of what people do, rather than what they say they do. Similar to r0ml in content, there are always surprises along the along the way.
Brent has graciously allowed me to post the slides. Brent's analysis and mine are congruent on many topics, but he brings clarity to the topic and a wealth of experience. He starts with a tear down of the Oracle Linux debate and the Microsoft Novell deal. I especially like his tear down of the commoditization myth and his observations around interface standards versus standards of implementation. A couple of slides in the presentation don't quite stand alone, but for the most part the deck is brilliant.