The Best Presentation on Software Business and Open Source I've Ever Seen

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. 

Enjoy!

Comments

[orcmid]

I agree. The slide deck is outstanding, and should be seen by a great many people, not just those looking to Eclipse as a business-model platform.

[jeremiah foster]

I agree, this is a clear vision of the market with a real understanding of the dynamics of Open Source. It debunks some myths, clarifies some obvious truths and generally outlines the current software industry; and the whole thing is just a powerpoint presentation. Impressive.

[Venkatesh Hariharan]

I agree... definitely the best analysis by someone who really gets it.

Venky

[Edgar]

Thanks very much,

This report collects a lot of valuable statistical information about the market, economical and political concerns in relation to software industry.

[mike2fast]

I agree... Even in Russia this report make sense

[стрип пластика]

I also agree... Even in Russia this report make sense