With my low karma count, I hesitate to ask this - but what benefit is there to being the "Apple" of enterprise software? The benefits of Apple to the consumer market is that you don't have to know much about the insiders of the device in order to use it. Is that really a benefit to a mega corporation(like a bank or an insurance company), where the "insides" of the software are going to be manipulating the most valuable part of their business?<p>Unless Oracle is going to be targeting very small companies, I can't see how they get past that.
The risk seems to be separation of the staff from the IP. How many people are mission-critical to things like Java or the server/storage hardware lines (or Solaris)? How many people can be viewed as "opportunities for outsourcing/offshoring"? If these jewels aren't dependent on Sun-specific employees, it might be a bloodbath.