Ross Mayfield provides notes of a talk Geoffrey Moore gave at the Open Source Business Conference in San Francisco yesterday (April 5). Geoffrey is always an insightful analyst and this is no exception. He discusses the open source arena using many of the frameworks he has become famous for: chasms and bowling alleys, core and context, etc. His key assertion: Open source's most important role is to commoditize context processes so people can extract them and re-purpose them for the core. Geoffrey also offers a fascinating classification and contrast of corporate cultures in the tech world.
On another note, if you haven't seen Geoffrey's recent presentation "Orchestrating the Stack" - you ought to check it out. It provides an interesting overview of competitive dynamics in the enterprise computing space.