Oracle vs. SAP (and Microsoft?)
A nice three pages overview on recent moves by Oracle and SAP "Larry's war: Oracle vs. SAP – CNET News.com"
The only thing that is missing for me in the article is the threats Microsoft poses on Oracle with its recent entrance to the business applications segment. Oracle has always competed with SAP on business applications and still something makes them take a new course of strategy with their latest acquisitions. I think that Microsoft's latest entrance to the business applications playground has changed the equilibrium. Microsoft as opposed to SAP has a solid database business and that fact poses a different threat on one of Oracle's core assets – the database business. For Oracle now a lost business applications account can also become a lost infrastructure account and that is a different story.