Wow! Is there a bubble in these open source companies?

From James Governor's MonkChips: SpikeSource Burnrate: 1999-style.:


That's a lot of cash. Its going to be interesting to see how fast these firms flip, SourceLabs, Optaros and on and on.

Real fast, i should think. IBM and HP are both in the market for software as a service/OSS/indemnification plays. IBM snapped up Gluecode recently, nice work Chet...

Something tells me he isn't the only executive going to make a rapid buck out of the OSS/Saas convergence bubble.

Here's ten bucks says CA, IBM, and HP all make acquisitions in this space within 12 months. Symantec is another potential buyer.