The Economist on The Rise of Linux
nickco3 writes "The Economist is telling the business world that Linux is a worthy adversay to Windows and Unix. It is free, runs on almost any hardware, and generally more secure than Windows As result it is dividing the industry into winners that offer Linux (e.g. IBM and HP), and losers that don't, (e.g. Microsoft). Sun is probably doomed."
I give up. What is Apache a clone of? I wish they had included an actual quote on this. Maybe the journalist was "interpreting".
Most of the article is on target though. The easy way to evaluate the strengths of the companies mentioned is to look at how diversified they are (or aren't).
IBM is no longer primarily a hardware company. They have a strong consulting division, they do fundamental research and grab pattents on REAL things (rather than new parsing algorithms like some companies I can think of), they have a very strong software development component, they farm out hardware manufacturing that is no longer profitable (disk drives) while hanging on to things that they do best and can make money on (chip fabrication).
Sun is primarily a hardware company. Their operating systems are (almost) exclusively sold to customers who use their hardware. Java and Star Office are far from being cash cows. Their weakness is that as Intel, AMD, etc, chips get cheaper there is less incentive to use Sun's higher priced hardware components. Supporting Linux helps them a bit, but it is the price of their hardware that puts them at a disadvantage.
Microsoft is a software company. They are trying real hard to become something else too, but like Sun they are having a heck of a time making anything else work. They don't really do fundamental research, but instead try and grab patents on programming concepts so that they can bully other companies in court when it suits them. They don't really make any hardware, but instead stamp their logo on a few things to make it seem that they do. They do select good subcontractors for mice and keyboards, I'll grant them that. Everything they do except Windows and Office lose money. Prospects for either of those (because they are already so successful) can only go down. They currently have a scatter shot approach to the "next big thing" which consists of trying everything at once and seeing if any of it takes off. Few companies have the money to do this. But they will bleed themselves dry rather quickly if they are not carefull. Something tells me they are not going to be carefull.
Apple is trying to diversify too. Since they are starting small the only way they have to go is up. It would be nice to see them further popularize the power-pc server. My personal experience with OS X is that they are rushing versions of it out the door too fast. I've decided to wait for XI (or whatever they call it) and switched to running Linux on my iBook. Those gel buttons are cute though.