Global Market Opportunities on Linux and Open Source Software

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Global Market Opportunities on Linux and Open
Source Software

• Shane Wall
• Vice President, Channel Platforms GroupGeneral
  Manager, Channel Software Operation

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Topics

• Linux and Open Source Software
• Trend and Ecosystem
• Markets of Adoption
• Market Dynamics
• Opportunities

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Linux/OSS Client Server Trend
Fastest growing Client Operating System
Revenue historically has been strongest in the
Linux server market Major Distributions of Clien
t PC Linux worldwide Opportunity to leverage cli
ent growth to increase overall revenue potential
Includes paid shipments only Revenue on New Licen
se/Upgrade/ Maintenance
CAGR from 03-08
Source IDC, Dec 2004
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Ecosystem
Open Source Big and getting bigger
Computerworld, 10/05
Vendor Cooperation
Government Policies
Usage ramp
OA Product
Adoption
Standards
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Markets of Adoption - Worldwide
World's largest Linux migrationgets major boost.
The German national railwayputs all its weight
behind open-source FEBRUARY 04, 2005 (TECHWORLD.C
OM)
China's biggest bank makes switch to Linux Other
banks expected to follow suit
APRIL 29, 2005 (IDG NEWS SERVICE) - SHANGHAI
Spain
Germany
France
China
Thailand
Vietnam
Korea
India
Brazil
Sri Lanka
Peru
Venezuela
South Africa
Argentina
Middle East
South Africa Revenue Services Linux Migration
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Linux/OSS Market Dynamics Major Market Forces
Drivers Government Policies Desire For Choice
Strong Vendor Support Local software developmen
t Ecosystem investment Security and TCE Servers
in enterprise
Inhibitors Piracy Product immaturity Applica
tion availability Hardware drivers Validation an
d support
Training Business Model
Linux Deployments
Deep impact on Emerging Markets Digital
Inclusion
Mature Market ramping
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Opportunities
Where are the new opportunities?
Integrated, validated solutions stacks
Specific Verticals Incubators? Questions What i
s the second order affect? How is business model
evolving? Where are the major industry players
focus? What is governments sustaining motivation
?