Constellation Research analyst Ray Wang agrees that a SAP's strong play targeting the database market will hurt Oracle, but said that it should not get worried just yet.
"If you're really serious about undercutting Oracle, you make a database. You cut into Oracle's market on database so that you actually stop funding there," Wang said.
"But Oracle's got so big because of all the acquisitions, you can't just cut them off on database, although that's one big piece. They were vulnerable at one point in time. Teradata pretty much was in that same boat. So this is just natural competition between the tech vendors."
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