Let's sacrifice some revenue...

.. for more margin.

I strongly recommand this informationweek article, dedicated to IBM, which so much explains our multinational companies behaviours.
Regarding Oracle, we could extrapolate towards :
- Kill/Purchase competitors... for less competition
- Kill consulting for less revenue reckon problems
- Continue Western countries employees layoff until significant hit on margin.

SAP to open a new front...

The announcement of Sybase beeing bought by SAP is an important move, opening the competition play in both the Apps and the Database market.
The purchase of Sybase is the fifth-largest software takeover ever, according to Bloomberg data

Read more : Business Week