A few years ago, a group of us in HP observed the following trends in the directory services marketplace:
kartik_subbarao's blog
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Open Source Company Relationship Models

Open Source introduces new ways of working with software companies. Customers aren't limited to making binary "buy vs build" decisions with proprietary companies. They can now make much more granular decisions about where and how to buy, build, and integrate.
There are three main models for interacting with companies that provide commercial services around open source software: Corporate, Intermediary and Facilitator. These services can include support, consulting, outsourcing/hosting, training and other services.