Idea from ClaytonChristensen
: Very interesting essay which says "Modularity can not be rushed" (Compare SlowNetworks?) and talks about waves of value which oscillate through the software stack, sometimes up towards the higher-level, user-facing; sometimes down towards components.
And competing as closed-source with open-sourced rivals : http://www.manageability.org/blog/stuff/davis-sims/view
See also :