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Oracle vs. SAP (and Microsoft?)

A nice three pages overview on recent moves by and "Larry's war: Oracle vs. SAP – CNET"
The only thing that is missing for me in the article is the s poses on Oracle with its recent entrance to the 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.