In my opinion Oracle's moat is as strong as IBM's. In many cases Oracle powers the backbone of major corporations. And, quite simple, it's very scary to migrate

In my opinion Oracle's moat is as strong as IBM's. In many cases Oracle powers the backbone of major corporations. And, quite simple, it's very scary to migrate those implementations. Even so, I think Oracle's biggest disappointment to date (however bloated their ERPs, DBs and enterprise systems) was the Sun Micro systems acquisition. From that point onwards, it seems that Oracle is managing more than it can cope with: simple Big Data systems, real-time data solutions for the web, ERPs and even MySQL/Java/etc are evolving too slowly.