This perspective from CIO site is interesting. It claims the biggest loser in Oracle-Sun deal is SAP.
I would say - yes and No. Yes, its a threat to SAP. But SAP has got Options to mitigate.
Considering the significant investment SAP is making in Java based NetWeaver suite to promote its eSOA offerings, nobody would have predicted that the future of Java would fall right into the hands of SAP's very own archrival - Oracle.
The CIO article finds that Oracle will have a huge competitive advantage over SAP having the control on shaping the future of Java platform. And consequently, using the Java platform to shape its Oracle Fusion and Business Applications suite in a competitive architecture.
Now, What would SAP do?.
There are two options - First, SAP may mitigate the risk by innovating a java-hybrid technology or a new standard or Intellectual Property in building the eSOA / Netweaver stack.
Second, SAP may mitigate the risk by not investing in Java. Startling?
Yes, Its true. I was doing little bit of research to find out what SAP could possibily do...And following is the observation..
Here is a prediction from another SAP analyst who confirms SAP is going to increase the investments in ABAP language compared to Java. The strategic positioning of the two different languages ABAB and Java would be something like this - ABAP would be used for building Core Business Suite Web Services while Java would be pushed to the 'Edge' where it's primarily leveraged for Mashups/Composite Apps/Front-ending apps. And SAP's new investments in ABAP language confirms the same.
So, ABAP is here to stay for a while...But would that give a competitive advantage to SAP when compared with Oracle?. - We'll have to wait and see.
There are game changing acquisitions happening in the industry.
And I believe there are quite a few consolditions still pending...As I observe in the industry, every other software vendor is becoming increasingly conscious of their strengths and weaknesses, and they are all out to pursue complimentary acquisitions.
Unlike in the past, these upcoming acquisitions are game changers and they are bound to create transformational impact on the Technology industry.