I think the "aren't beholden to shareholders" dimension is key; I'd add "often aren't beholden to customers," as in do-it-yourself support/etc., in many cases.
Ozzie, speaking at Sanford C. Bernstein Strategic Decisions Conference in New York on Wednesday, said that while Google is a "tremendously strong competitor...open source was much more potentially disruptive" to Microsoft's business model.
Ozzie said that since many open-source programmers aren't beholden to shareholders they potentially represent a more formidable force in the market.
ZDNet's Mary Jo Foley has posted a detailed report on Ozzie's talk.
Ozzie: Open source is greatest threat to Microsoft | Tech news blog - CNET News.com
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