Right that is the big one that I have been explaining to people when asked. The secret under the covers is mobile and Oracle's dead set position on that platform. The are doing everything in their power to eliminate all non-Oracle run times from mobile devices. With mobile expected to be the dominate platform in 18 months and it's relative immaturity when compared to other older platforms, there is a huge potential for revenue to anyone who can become the Microsoft of mobile.
Now the conspiracy theorist in me thinks that Oracle is eliminating the VM's on mobile not because they have competency there (Ellison is smart enough know it would be a forgone battle to try to now edge in between IOS and Android) but rather to clear the market for a sympathetic partner that will split the purse. And I think that partner is none other than Apple.
I find the timing of Apple relinquishing the JDK back to Oracle timely and suspicious further both Steve and Larry know that the other has significant competencies is separate, independent, non-overlapping, but complementary markets. If the mobile market it seceded to a closed vertical vendor they are free to chose who become the infrastructure to support the new global mobile network. I think the land has already been divided up and now it is just time to play the battle out.