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I was thinking about this today, wondering if it's the start of one of those market pendulum direction changes. We had the vertical "systems" provider in IBM. You bought everything from them, hardware, 3270 terminals, printers, networks, software, everything.

Then we moved into the era where you bought everything from different vendors. Servers from one vendor, networking gear from another, software from everyone and anyone, and people start to realize "gee this is a f-ing mess, can't I just get one company to do all this for me" and that's where Oracle wants to step in and be able to say "yes".




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