November 7, 2005 5:37 AM PST
Spinoff player to compete in open-source software
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The New York Times
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There are VERY few VC investment opportunities in Open Source. There will only be one or two winners in each space, and the larger spaces are already covered. Linux has already been covered by Red Hat, IBM, HP, Novell, and others. Apache is also supported by many companies including Covalent and Microsoft. The database space is already covered by MySQL, Postgres, Ingres, SleepyCat, BerkleyDB, and 4dbObjects. JBoss is the best pure play in the App Server space, but there are several others.
I wrote a blog on this subject this morning with my take on how this will shake out and who the winners will be. read the whole story here
<a class="jive-link-external" href="http://dondodge.typepad.com/the_next_big_thing/2005/11/open_source_the.html" target="_newWindow">http://dondodge.typepad.com/the_next_big_thing/2005/11/open_source_the.html</a>
<a class="jive-link-external" href="http://unreasoning.blogspot.com/2005/11/investing-in-open-source-can-brick-fly_08.html" target="_newWindow">http://unreasoning.blogspot.com/2005/11/investing-in-open-source-can-brick-fly_08.html</a>