And most Oracle "customers" probably arent interacting with Oracle directly. They are buying a financial system or erp from a vendor who is Oracle under the ho

And most Oracle "customers" probably arent interacting with Oracle directly. They are buying a financial system or erp from a vendor who is Oracle under the hood. They might get to the product selection stage and be looking at 3 industry specific products built on Oracle vs NetSuite. Either way Oracle wins.