I posted yesterday on this, and this morning this pops up in my feed list from Linux Today:
In the short term, Linux is mainly a threat to companies that make computers based on variations of the Unix operating system, the dominant system driving corporate mainframes and servers. But the company that could eventually find itself in the line of fire is Microsoft, whose position in the computing industry rests heavily on its Windows family of operating systems. "We see Linux going over the moon," says Larry Ellison, chairman and chief executive officer of Oracle. "We have never seen anything with this much of an uptake in 25 years in the industry..."
Now I don't necessarily take Ellison as an authoritative source - after all, he was sure that network computers
were going to overtake Windows. Still, the signs don't look good for the Unix vendors. Especially since IBM is on the Linux bandwagon...