The Chase

Open source wolves are shredding values out of server software market and chasing them up into bundling trees.  Eventually, they'll have to move to an even safer place: selling services instead of software.  While this means SUN's on-demand grid is on the money, the transition will take 10 years so they'll have to go hungry for 3-4 years still and they'll have only a couple of years of gravy before wolves are on their heels as well.