The newly-rebadged Nitix site says "Lotus Foundations is a family of software appliances ..." which raises some interesting points.
Family: The IBM blurb says that Foundations Start is the first installment in a series of Nitix-based software bundles that IBM is planning for release over the next few years. The name should make it fairly obvious though - Start . So what comes next?
Appliances: Appliance means hardware. I'm betting we'll see bundling of Foundations with IBM X-Series hardware as an easy introduction into network computing for those SMB who still don't have a network file server. This offering will rapidly expand to tempt those companies who are still running on an ancient Windows NT server because they found Active Directory too much of a technical or financial challenge. After that Foundations will settle in for the long battle with Microsoft's Small Business Server and start nipping at the heels of Microsoft's Essential Business Server.
The Other Sister: Another route to market share for IBM comes through tempting software developers to write or port their applications to the Foundations platform. A low overhead generic or specialty business application could open up a whole new market for IBM and they're more than happy to talk about that. Remember that Foundations is Nitix is Linux and that's an open development platform plus it's more attractive than SUSE or Red Hat in the small marketplace because of its low technical overhead.
So if you're an ISV who has a Domino or Linux application already written for the SMB marketplace then give Kevin a call. I'm sure IBM will fall over themselves to $upport you while you rewrite it so that it runs on Foundations.
In January this year Tech Republic reported that "According to Lotus general manager Mike Rhodin, a Foundation communications server is also in the works, incorporating software from ISV partners."