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July 14, 2004
Brad Silverberg on Venture Investing
Brad Silverberg, Managing Partner, Ignition Partners recently gave a wide ranging Q&A interview with the Milesone Group on venture investing. Especially telling are some comments on open source.
One of the questions: "How does Microsoft deal successfully with the open source threat?" His answer, in part:
"I don’t think they have figured that out yet, I think that is clear. They are struggling with not so much open source, per se, but rather they are no longer the low price solution. In the past Microsoft was the low cost solution and Microsoft was then competing and attacking expensive proprietary systems from below. Now for the first time the tables are turned and it's Microsoft that's being attacked from below by a lower price solution. Microsoft needs to figure out how it can demonstrate better TCO (total cost of ownership) to justify its higher prices."
Posted by Martin at July 14, 2004 10:50 AM
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