Could Open Source Fuel the Next Bubble
"We will do some buying of companies that are built around open-source
This gets me to thinking...
With the Yahoo! acquistion of Zimbra for $350 million and the
Citrix acquisition of Xensource for $500 million is there an impending
feeding frenzy for open source companies? It wasn't that long ago that
Red Hat bought JBoss and Oracle acquired Sleepycat. Maybe these are just the beginnings of a bigger trend.
So back to the boys from Redmond, so who does Microsoft buy and why?
Well I would think you
need to discount the database market, they wouldn't want to compete
with MS SQL.They probably would stay away from CRM because of Microsoft Dynamics.
Perhaps they should buy a company for the technology and something
complimentary to their portfolio. Granted a company with a large
community might be nice but could be quickly alienated because of
anti-Microsoft sentiment that prevails in many open source communities.
What might be even better is an open source software company that they
can take from obscurity and fueled by the Microsoft channel and their
hordes of cash. These are the areas that come to mind.
Maybe they should just create an open source incubator and start
funding open source start-ups centered around promising open source
projects. Maybe They could seed them in Microsoft's Codeplex and bring them them up under the rainbow colored Microsoft Windows umbrella.
I guess we'll have to wait and see.
For more Mark Hinkle, visit his EncoreOpus blog.