"Coopetition works great in the engineering trenches," he said. "They couldn't certify overnight, and they don't hate each so much that they don't work together."
There are also some points to consider regarding SAP's intentions to migrate Oracle customers to its own database platforms, according to Monash.
"For most enterprises, there won't be much reason to use Oracle over Sybase ASE to run Business Suite itself," he said. "But maybe they're using non-SAP apps in conjunction with SAP that don't support Sybase yet. And maybe their Oracle licenses are priced so that there's no reason to switch to Sybase ASE either."
For those SAP customers who do choose Exadata, the process of moving over should be fairly straightforward, according to Forrester Research analyst James Kobielus.
"We've spoken to a lot of Exadata users," he said. "For the most part they haven't expressed any difficulty migrating the Oracle stack and making it run well on Exadata."
Chris Kanaracus covers enterprise software and general technology breaking news for The IDG News Service. Chris's email address is Chris_Kanaracus@idg.com.