Considering the sources of most of their revenues, I'd say #2 is most likely. Companies that have been in Enterprise that long, making hand-over-fist money from mediocre products, acquired IP, and vendor lock-in often have a "quaint rag-tag" view of the FOSS development community.
I tend to think it's a myopic viewpoint, but then again we are a tiny indie shop, and they are multi-billion dollar company.