As former IT people familiar with the pain involved in choosing the right software to solve particular problems, we've built our business to provide the information, products, and services to make the pain go away. It doesn't do our customers any good if we select a great product solution and then see the product's developer fail. Everyone competes with someone. It's important to know if developers make their money primarily from their product or from the services necessary to integrate their product. Neither is bad - it's just good to know where their money comes from.
Revenue streams affect behavior.
I have found that good companies with good products aren't afraid of the truth. Competitive forces will keep the intranet software market interesting for several more years, and I expect the trends of segment consolidation and rebirth, increased reliance on trusted intermediaries, and reduced product cycle times to continue. The good news is that competition will force intranet software companies to be smarter and more open, developing better products. That will benefit everyone. Some of the smart companies have already caught on.