When asked at their latest briefing whether IBM was now competing with SAP and Oracle, IBMs answer was that theyve been doing so since the latter two entered the middleware space, IBMs self-declared sacred hunting ground. (Lets leave aside the question of who arrived in the middleware business first.) It was a testy reminder that these erstwhile partners (IBM/Oracle, and IBM/SAP) are also hearty competitors, all the more so as the white space for the big deals that each one thrives on has narrowed in recent years.
What goes around comes around, and its clear that IBMs muscular moves in EAM are going to get a lot of attention in Redwood Shores and Walldorf. Whats not clear right now is what the competitors response will be to a well-designed offering thats heading right at em. But you can sure IBMs shifting policy wont go unnoticed: no one, not even IBM, makes that kind of move unchallenged. Stay tuned.