Open Source Business Models: A View from Wall Street
Brent Williams (Hapoalim Securities USA, Inc.)
Business Track · Long Talk
Presentation file
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Brent Williams

EclipseÂ’s origin straddles both business and technology, making it
unique among leading open source projects. For example, the need for RCP was
driven by a requirement to enable operating system portability that was core
to IBMÂ’s overall marketing message. EclipseÂ’s commercial focus presents a
unique set of opportunities (and potential problems) for companies looking to
succeed in an increasingly important and rapidly evolving landscape.
This presentation will start by looking at how Wall Street thinks about
different types of business models. WeÂ’ll survey coming changes in what IT
buyers need and how that may impact overall Eclipse demand. We will also look
at changes in the commercial software business model that are overturning some
long-held assumptions about how to succeed in software. WeÂ’ll look at the
evolution of open source business models in general, focusing on unique
features of the Eclipse ecosystem that impact how Eclipse members need to
operate. Finally, weÂ’ll look at competitorsÂ’ potential responses to Eclipse
and its ecosystem from a business strategy point of view.
This presentation is targeted at business decision makers needing to
understand more about how their business requirements and the world of Eclipse
match up. Though the Wall Street perspective is most immediately useful for
publicly traded companies, this talk can provide background for smaller
companies about what outside investors want to see. This may also be useful
for product architects looking to make technology decisions based on an even
broader understanding of how to make their companies and their customers
successful.
Brent Williams heads equity research at Hapoalim Securities USA, a division of Bank Hapoalim, Israel's largest bank. Mr. Williams has been a stock analyst covering publicly traded software companies (including Microsoft and several key Eclipse Foundation members) for ten years. Just before moving to Wall Street, he covered software development tools at Gartner Group, and ran the operating system/desktop applications group at IDC. He has also been involved in marketing and selling infrastructure software at several startups. He spent nearly a decade as a C programmer, including five years working on database engines at Ingres in the 1980s.