1.
4TH Annual Leadership Keynote<br />Michael Skok<br />

2.
Dries Buytaert<br />CTO & Co-Founder<br />Jim Whitehurst<br />President & CEO<br />Michael Skok<br />General Partner<br />Tim Yeaton<br />President & CEO<br />Larry Augustin<br />CEO<br />March 17, 2010<br />2<br />

3.
Agenda<br />March 17, 2010<br />3<br />Survey!<br />You!<br />Industry<br />Industry<br />Investment<br />Investment<br />Direction<br />Direction<br />

4.
3/17/10<br />4<br />

5.
March 17, 2010<br />5<br />Who Took the 2010 Survey?<br />

6.
Record response<br />435<br />551<br />2009<br />2010<br />March 17, 2010<br />6<br />

7.
Survey Respondents <br />2<br />4<br />5<br />8<br />%<br />%<br />Vendors<br />Non-Vendors<br />March 17, 2010<br />7<br />

8.
Survey Respondents Titles <br />Vendors<br />Non-Vendors<br />March 17, 2010<br />8<br />

9.
What You Asked For…<br />Which sectors are susceptible to disruption?<br />What are the barriers for Open Source?<br />What business strategies create value?<br />3/17/10<br />9<br />242<br />206<br />181<br />

10.
Agenda<br />March 17, 2010<br />10<br />Survey!<br />You!<br />Industry<br />Industry<br />Investment<br />Investment<br />Direction<br />Direction<br />

11.
Is a Turbulent Economy Goodor Bad for Open Source?<br />March 17, 2010<br />11<br />

12.
What Makes OSS Attractive?<br />2010<br />2009<br />2008<br />March 17, 2010<br />12<br />

13.
Drivers of OSS Tipping Point<br />Private Sector<br />Adoption<br />Public Sector<br />Adoption<br />Other<br />Economic<br />Downturn<br />Past<br />Experience<br />With OSS<br />March 17, 2010<br />13<br />

14.
March 17, 2010<br />14<br />Barriers to OSS?<br />206<br />

15.
Top 3 Barriers to OSS selection<br />Unfamiliarity with open source solutions <br />Lack of internal technical skills<br />Lack of formal commercial vendor support <br />March 17, 2010<br />15<br />1<br />2<br />3<br />

16.
March 17, 2010<br />16<br />IMPACT of Open Source<br />

17.
Sectors to be Disrupted by OSS Over the Next 5 Years<br />March 17, 2010<br />17<br />MOST Susceptible to Disruption<br />Database<br />242<br />WCM/CMS/Social Software<br />OperatingSystems<br />ERP/CRM<br />Security tools<br />Office Productivity<br />LEAST Susceptible to Disruption<br />

18.
Sectors to be Disrupted by OSS Over the Next 5 Years<br />March 17, 2010<br />18<br />MOST Susceptible to Disruption<br />Database<br />242<br />WCM/CMS/Social Software<br />OperatingSystems<br />OfficeProductivity<br />Office Productivity<br />ERP/CRM<br />Security tools<br />LEAST Susceptible to Disruption<br />

19.
OSS Component Impact on the Complexity of Managing Apps <br />Less<br />More<br />2009<br />Same<br />2010<br />March 17, 2010<br />19<br />

20.
March 17, 2010<br />20<br />So, what ARE you <br />doing with OSS?<br />

21.
Your Use of OSS<br />Vendors<br />Non-Vendors<br />March 17, 2010<br />21<br />

22.
VENDOR Revenue Generation<br />March 17, 2010<br />22<br />

23.
Strategies to create value<br />2010<br />2009<br />March 17, 2010<br />23<br />Which business strategies will create the most value for OSS Vendors ?<br />181<br />

24.
Impact on OSS Vendors?<br />March 17, 2010<br />24<br />SaaS<br />VirtualizedInfrastructure<br />CloudComputing<br />

25.
Cool OSS Projects!<br />March 17, 2010<br />25<br />

26.
Up & Coming OSS Companies<br />March 17, 2010<br />26<br />2009<br />2010<br />

27.
Agenda<br />March 17, 2010<br />27<br />Industry<br />Industry<br />Investment<br />Investment<br />Direction<br />Direction<br />

28.
Magic Numbers<br />3/17/10<br />28<br />Dollars<br />Invested<br />DealsDone<br />$4.3B<br />M&A<br />37%<br />20%<br />12<br />1.2<br />OverallExists<br />66<br />12<br />$375M<br />

29.
Agenda<br />March 17, 2010<br />29<br />Industry<br />Industry<br />Investment<br />Investment<br />Direction<br />Direction<br />

30.
Direction?<br />3/17/10<br />30<br />OPEN<br />

31.
TODAY: How much OSS is Deployed in Your Organization<br />March 17, 2010<br />31<br />0%-<br />25%<br />25%<br />-50%<br />75%-100%<br />50%-75%<br />% of IT Deployment which is OSS<br />

32.
IN 5 YEARS: What % of Software Purchases Will be OSS?<br />March 17, 2010<br />32<br />50% or more on OSS<br />2010-2015<br />2009-2014<br />2008-2013<br />

33.
Agenda<br />March 17, 2010<br />33<br />Survey!<br />You!<br />Industry<br />Industry<br />Investment<br />Investment<br />Direction<br />Direction<br />

34.
Summary<br />Tipping point<br />New sectors<br />Innovation<br />But…<br />3/17/10<br />34<br />

35.
Traditional cycle<br />See<br />Try<br />Buy<br />Fly<br />Die<br />

36.
Die Free?<br />Open Source barriers:<br />See<br />Try<br />Buy<br />Fly<br />Die<br />Skills?<br />Visibility?<br />Unfamiliarity<br />Value add?<br />Solo?<br />Vendor support<br />Free?<br />

37.
Die Free or Live Open?<br />Commercial Open Source v2.0:<br />Virtuous Cycle of open innovation <br />Live Open<br />Managed<br />Supported<br />… as a Service<br />On demand<br />Self service<br />Friction free<br />Marketplace<br />Open Source barriers:<br />See<br />Try<br />Buy<br />Fly<br />Die<br />Skills?<br />Visibility?<br />Unfamiliarity<br />Value add?<br />Solo?<br />Vendor support<br />Free?<br />

38.
March 17, 2010<br />38<br />tinyurl.com/FOOS2010<br />