Burton Group's Craig Roth on the portal implications of the Oracle/BEA acquisition; see the full post for more details
In particular, portal buyers have reason to be dismayed. As I wrote in The Four Portals of the Apocalypse back in October, both Oracle and BEA offer two overlapping portal products. I don't buy the argument that they are meant for different audiences. It is true that different products may serve certain audiences better, but slicing a market into segments like that would require building products with those segments in mind and all four products were built from the ground up to do their best at meeting a broad set of needs even if they were strongest in one area (like BEA Portal for infrastructure developers or Oracle WebCenter for Web 2.0). This acquisition puts enterprises that have any of these four portal products in production or has need for a portal product to be purchased within the next year into a state of limbo.