I have been wondering about what Oracle is up to for a while now. Despite admiring Mr. Ellison for his gumption, I was trying to figure out why one would push their core product line aside in favor of applications built on top of them. Then again, Mr. Ellison has done pretty well for himself – a hell of a lot better than I have. But, I have also warned that open source competitors are closing in fast. And this time, it is fast in more than just market share gains.
Maybe the folks at Oracle knew this was going to happen. I can’t imagine anyone thinking the market for relational databases is dead, but those applications aren’t going to be worth near as much if someone else is providing the foundation on which they run.