I think the big thing to realize here is that aside from Global Services Oracle can not match IBM almost App for App.
AIX <-> Solaris
DB2 <-> Oracle
WebSphere <-> Weblogic
Power <-> Sparc
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IBM should have paid more just to keep oracle from pulling this off because I give it two, maybe three years, before Oracle has a consulting Arm aimed at eating away at IBM.
should be that oracle can *now* match IBM..
My understanding is that IBM was told that their purchase of Sun would not go through because of anti-trust issues.