Clearly ORACLE is targeting IBM and NCR – Teradata products with the release of the SUN ORACLE EXADATA Version 2 platform. It was obvious listening to Mr. Larry Ellison, where he used the word “THEY” numerous times signaling towards IBM and NCR. Though it was not said during the presentation, “THEY” could include HP as well. At this point without the final approval of the SUN purchase, it wouldn’t make a lot of sense for ORACLE to make another enemy, HP.