Interesting snapshot from The Economist
APPLE versus Microsoft, Informix versus Oracle, Netscape versus Microsoft. The history of commercial software can be written as a succession of epic battles for dominance of key markets. Now the industry is in the midst of another: America's Oracle is battling against Germany's SAP in the market for enterprise applications, the software that big companies use to run their businesses.
I'm usually in sync with Economist analysis, but in this case (the article continues with Oracle/SAP details) I think they overlooked an important dimension: Oracle + BEA is more about Oracle versus Microsoft and Oracle versus IBM than it is about Oracle versus SAP, imho.