They're cutting some of the fat off, but they just dropped 1 billion dollars on the ATG product and are pushing it pretty hard and Oracle doesn't have anything

They're cutting some of the fat off, but they just dropped 1 billion dollars on the ATG product and are pushing it pretty hard and Oracle doesn't have anything that's a real competitor in the space. It'll get renamed as Siebel Commerce or something, but it's not going anywhere for a long time...