Oracle has brilliant opportunities at the moment: they own a great processor (Sparc) that they could closely integrate with their database, application software and even Java... and (finally!) give IBM a run for their money. They have the cool and fast technology of both Sun's JVM and BEA's JVM (JRockit). They have acquired other brilliant technologies, and have in practice endless resources to acquire more: http://e…
" they own a great processor (Sparc)" I'm not so sure about that. For years x86 has been chewing up the market for Sparc processors, and one of the reasons that Sun had such poor finances is that it was selling x86-based servers more than Sparc based servers (they cost considerably less, and perform better). Fujutsu's Sparc implementation significantly outperforms Sun's. Contemporary Xeons outperform both these days.…
On the other hand, the Niagara family seems very interesting. Sadly, never had the chance to characterize its performance under my loads, but I suspect there is a lot of stuff they can do better than the same price x86 box.
A T3, with its many multi-threading cores resembles much more a "flock of chickens" than a Xeon does.