The linkage for supportive data is fairly loose on this recent article from Dana at ZDNet. Because banks are borrowing money and Microsoft made a bid for Yahoo, the sky is falling ala "Dot Bomb 2.0"? and worse, that Open Source is at the core?
I completely agree that business models utilizing open source are still evolving. Yes, the "open source" tag has some of the caché reminiscent of the old "e-commerce" one - but let's not confuse Marketing with Finance.
Only a few OS companies are as yet publicly traded. Anybody in the tech sector these days looking to IPO will go thru a lengthy process, and I sincerely doubt we'll see the triple digit first day closings that made the news in 1999 - 2000.
This is an overall recession, not the birth pangs of another dot bomb. NASDAQ is not laden with over-valued OS companies.
In fact, the inherent value of new pricing models brought about by open source companies may actually *benefit* from a mild recession if executed properly.