The acquisition of BEA by Oracle (39th acquisition) that took place this week completes the portfolio of Oracle in the area of enterprise applications and moves it to a new type of competition. Until recently, competition for Oracle was fragmented to infrastructure and applications. Oracle's Fusion Middleware never took off to significant position.
Analysts watching at Oracle as application provider are used to point out SAP as Oracle's reference competitor, but this is about to change - SAP doesn't have a significant middleware in its portfolio. The reference competitor should be now a company that has a COMPLETE offer - from database and middleware infrastructure to customized applications. One such company is IBM.
Are we going to see Oracle shifts its marketing fire from SAP to IBM? Well, let's wait and see.