The first is that the Fusion Applications suite will not be a superset, all-things-to-all-users endeavor -- something I said Oracle could never do by 2008. Instead, Fusion Applications will be a Web services-enabled release, targeted to appeal to customers for whom Web services can have a specific strategic function. And, importantly, it will be a subset of the totality of Oracle's applications functionality.
Meanwhile Oracle will continue to upgrade and support its current big four products -- E-business Suite, PeopleSoft, JDE, and Siebel -- and provide those customers with an upgrade path specific to each individual product and its specific vertical industry support. This is a much more coherent strategy than what Oracle was saying at the time the column was written, and I think the value of that strategy to Oracle and its customers has been reflected in Oracle's strong earnings in the last few quarters.
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