daz - "Hardly any company is buying SAP, Seibel, PeopleSoft, Oracle 9i app services, etc anymore. "
then
"OTOH, People are buying Windows 200x Advanced and DataCenter Server, SQL Server, Exchange, etc. Why is that? "
Uhh, these are different markets. SAP, Seibel, Peoplesoft, etc are vertical markets. They serve a specific purpose. The other products from Microsoft you mention are horizontal general purpose infrastructure markets that you leverage to create vertical solutions.
"So Oracle buying PeopleSoft is like Arthur Anderson buying Enron. It doesn't matter because they're both extinct or dying. "
I think it's a bad move, but I don't think it's that bad of a move.
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