It's really not about the money. The passion that spurred the rise of Linux initially has never left. It remains in the surge of adrenaline that you see in places like SourceForge. Products arise from the open source world to build new companies on modified business models - models that still rely on product, not just information. But the soul of these new companies isn't in the money, it's in the work.
Open source builds product.
Dot-coms seldom do. Savvy companies that adapt quickly and conserve capital may find themselves in a position with few to no competitors. Linux companies will survive as long as they conserve capital. With valuations down, the ability to spend based on stock is severely limited - companies need real revenue. Fortunately, most of the bigger names can generate real revenue.