One of the uncomfortable truths for Oracle is that the Web 2.0 world runs on MYSQL.
There a undoubted problems with this but when Digg, Yahoo and Google use the LAMP stack to build and deploy large scale performant applications which require no direct licence payment - idea for cash limited startups.
As programs such as Twitter becomes moneytisied by being deployed into companies as collaboration tools, they will come with MYSQL - not Oracle. This could be a major threat as DBA become use to supporting MYSQL and the bottom line costs become significantly cheaper, CIO & CTO become more aware of use of OS solutions.
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