OK, I jumped the gun by about 12 hours when I posted my little pitch on why the battle for enterprise developer mindshare will prove more significant than the recent focus on BI acquisitions by Oracle and SAP.
Now we have the news that Oracle is offering to buy BEA Systems. Long a favourite speculation, its amazing to see it really happen. If this goes through it will basically make IBM and Oracle the two leading Enterprise Java Platform providers.
Certainly Oracle couldn't risk BEA ending up in SAP's hands, and Oracle has long been strategically committed to Java. But holding such a strong hand could be a problem if it leads to a kind of Java-only tunnel vision.