The linux threat (or i would say opportunity) is getting more real and real. Recent events/reasons/indications:
a) IBM, HP, Sun throwing their weight behind linux. Sun recently announced the "Java desktop system" on Linux??
b) Telecom vendors also thinking of using linux (moving from sun solaris machines. Even i have seen a big sun machine for one of our Intelligent Networks Servers ;-)). IBM has offered a carrier grade linux solution of late which brings down the cost significantly.
c) eLinux on even embedded systems is gaining popularity. Motorola is bringing out its handsets on the linux os and Java.
d) Currently, i think there is a strong "anti-incumbancy" factor running against microsoft. (the strongest so far). Coupled with it , the security threats et al. So IBM would like to make the OS a commodity and thereby crush Microsoft. It suits IBM fine as it is moving to a "service" strategy with all its utility computing fundas etc...

The opportunity - Enterprise software is really really pricey. ( like ERP/BI/SCM etc..). Is the time ripe for a linux based java enterprise service on intel chipset!!! Also Sun when it released its Java desktop system has hinted that the enterprise software is just too overpriced. So.............?????