For those predominantly commercial source (IBM prefers "private" source) vendors, which have made amends with open source and cherry-picked among products to "open," the continued preservation of their commercial code is now suspect. The escalating JBoss-Red Hat stack strikes at the heart of the data center software infrastructure business. This expanded Red Hat stack is both wide and deep. If end users determine that scale, reliability and manageability of this stack meets their needs, this puts significant downward price pressure on the other infrastructure vendors as they sell a solution, or one-throat-to-choke, value.

Indeed, there are two major trends in open source, as evidenced by last week's LinuxWorld show: open source is moving downstream from Linux into virtualization in a big way, and simultaneously open source is moving up the stack abstraction to SOA. In the meantime, open source is hollowing out the middleware components beyond runtime to groupware, portal, directory, and transactional messaging. Tools is a done deal.