I think we have an early answer about Open Source’s impact on the industry. Rumors, if true, that Google is kicking out a Mozilla-based browser shows at least one company that is ready to leverage open source to deliver services.
Years of effort by thousands of Open Source programmers have effectively negated the strategic advantage of Internet Explorer. How so? By commoditizing the software. Thanks to thousands of lines of free code, there is now virtually no barrier to entry in the browser biz. Although we don’t know if Microsoft ever had an exit strategy for IE to earn any money, we know that don’t anymore.
So what does Google want in a commodity market? Revenue from services. This is something MS has failed to make work, that Google has been capitalizing on: web services.
Yeah, so what does MS lose? Their pants if they don’t learn a lesson. Browsers are easy but what happens when Linux turns the Operating System into a commodity? Yeah, that’s what I mean.
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