Fwd: Software Companies - Merge or Die?

Completely consistent with the arguments I've laid out in the Open  
Source Paradigm Shift, btw.  On that front, I owe Brian a reply, which  
I'll get to shortly.

Begin forwarded message:

> From: [email protected]
> Date: July 9, 2004 3:26:01 PM PDT
> To: [email protected]
> Subject: Software Companies - Merge or Die?
>
> Link: http://slashdot.org/article.pl?sid=04/07/09/1650202
> Posted by: michael, on 2004-07-09 21:13:00
> Topic: business, 106 comments
>
>    from the skate-or-die dept.
>    pillageplunder writes "This article in Businessweek points out that
>    large software companies like Siebel, BMC and Veritas are all  
> warning
>    that 2nd quarter results would be lower, and predicts a shakeout.
>    According to the article, 'Investment bankers say [1]half of the
>    sector's 600 publicly traded companies are likely to be eliminated.'
>    Ouch!"
>
>    IFRAME: [2]pos6
>
> References
>
>    1.  
> http://www.businessweek.com/technology/content/jul2004/ 
> tc2004079_5597_tc024.htm
>    2.  
> http://ads.osdn.com/? 
> ad_id=2936&alloc_id=8587&site_id=1&request_id=5468237
>
>
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