I think that all partners who were concerned about independence of Exacq have already switched to hm... other VMSs. Thus it has not really affect on the current partners and I assume that they can/will benefit from the promos on it.
No, from what we've seen, there's a large group of Exacq partners who are somewhat concerned but reluctant to switch unless they see more tangible evidence of things going downhill. To that end, there are definitely more who will switch, especially as the transition becomes clearer and more negative to their interests.
What are real risks for these slightly concerned partners? Exacq has good product and I doubt that they will stop support 3d party cameras let say tomorrow. Lack of innovations? But it (because of crisis, acquisition, pure R&D and so on) can happen with any company on the market despite of the status (independent or not). Sure it is more likely for such kind of cases but for now it is not so obvious.
The cost of switching new customers to another product is not so huge and then it will be a question of time to make a full transition. But it makes sense only if SI is really concerned with the product/vendor. IMHO, the appearance of a bundle with some inhouse brand is not a significant sign of bad future for a company. Bad signs for the software company are a lack of major updates, an outdated interface, delays in replies to support requests, decrease in R&D spendings/staff etc.
"IMHO, the appearance of a bundle with some inhouse brand is not a significant sign of bad future for a company."
No intelligent business owner is going to promote their product, put in the effort to market the product only to have a Tyco company swoop in at the last moment and steal the bid out from under them. It has happened all too often. Ask the end users today how they feel about it. Ask them if they are the least bit uncomfortable.
Waiving of the Exacq camera licence fee when using certain Illustra camera models is definitely a potential reason to consider AD cameras. However we want to see how they shape up quality-wise against other lower priced brands such as Dahua IP cameras.
Btw, what I am hearing is that despite the fact that such license waivers are not standard, there appears to be wide discretion to give certain projects or dealers the discount / waiver. This lets them take the position that it is not standard while allowing to give the discounts whenever they need / want to do so.
One interesting competitive aspect to track is how this impacts Arecont. Given that Exacq and Arecont shared reps in many regions for many years, cross selling the two offerings were common.
Now, if Exacq/Tyco is pushing their own cameras, it creates a challenge for Arecont, especially if Exacq/Tyco are willing to give away VMS licenses while Arecont has to use a paid 3rd party ones (whether it is Exacq or Milestone, etc.).
Well, Arecont investors have gotten their payday already, so I suspect there not super motivated to sell, unless their sales go down and they have problems servicing their debt. It would be ironic if Tyco's cross selling of Illustra contributed to that.
Cameras are more and more a commodity. It's the "brain" behind the camera that's evolving. This is economic activity, so offering incentives to buy the ones sold with Exacq is no great sin.
Bob Hope said of the space program that "our German Scientists are better than their German Scientists!" It will soon be a competition with Chinese made cameras. It's the software stupid - to paraphrase a Bill Clinton campaign slogan.