There's a good article on Silicon.com "Should Oracle Fear Open Source?" The analysis on the impact of open source is significant, however, I think the market analysts such as Gartner still have not gotten their heads around the right way to measure open source impact. It can't be measured in license fees the same way traditional closed source products have been; with open source there is no significant license fees. In that regard, the estimates are woefully low. Open source software has been growing far faster and for far longer than the analysts estimate. At this point, MySQL is in the #3 position of market share (measured as usage) after Oracle and SQL Server and far ahead of DB2, Sybase and others. It may take another couple of years before the analysts figure out a way to report that.
I think Oracle understands open source better than most people …
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