I think your comment explains the problem clearly and should be at the top. To add more bluntness, Oracle's problem is that their typical enterprise customers

I think your comment explains the problem clearly and should be at the top. To add more bluntness, Oracle's problem is that their typical enterprise customers who may be interested in, or require, in-memory databases have no practical option but to abandon Oracle. And if they move away from Oracle for analytics, what's stopping them from considering moving away for transactional work as the next step?