This brings to mind Apple. Software, Design, and Integration are what distinguish Apple Computer, allowing them to charge a markup above the commodity level. The hardware is largely commodity hardware, except for the fact that it's slickly designed in a way that Apple's competitors have some difficulty matching, and that it's (supposedly) the only hardware that can run OS X. Various Hackintoshes testify to the true commodity nature of Apple hardware.
I've been predicting that someone is going to enter the low cost space and offer a truly integrated software/hardware experience based on Linux. I'm wondering if Apple is planning to do just that.
Microsoft is trying to make custom software development and support contracts unnecessary by selling quality, feature-full software. I'm sure lots of people want to say something snarky about Microsoft's actual software quality, but at least recognize that it is the plan. Basically, Microsoft wants you to buy software that ends up being much cheaper than renting people. Ultimately, they want you to computing appliances that are powered by their software and which don't require any maintenance or custom coding.
By the way, there is nothing slick about Eclipse. I am using it every day to write S60 applications and I hate it. I am using IntelliJ IDEA 5.1 (three or four years old, three major versions behind) and IntelliJ is much, much better.
This is key. Open Source often fail to reach a certain level of polish unless they find some way to receive corporate funding.
Evolution needs diversity.