前不久，甲骨文宣布，已与BEA系统达成协议，将以85亿美元收购后者。根据甲骨文与BEA达成的协议，甲骨文将以每股19.375美元的价格收购BEA股票。

易观分析：

　　Oracle对于BEA的收购如果能够顺利达成，那么对中国中间件市场将造成的影响如下：

　　第一，对中国中间件市场格局的影响。

　　此前，一直处于BEA、IBM与东方通科技前三甲相对稳定的状态，而IBM与BEA的市场份额时有变化，

Oracle一直未能在中间件领域获得较高的收益。从静态上来说，Oracle将由于对BEA的收购而在中国中

间件市场中占据相当高的位置，市场TOP3集中度将由原来的67.2%继续上升，呈现出更加垄断的状态。

但是存在的一个变数就是，Oracle与BEA产品间整合方向的不确定性，以及未来产品间融合的挑战，将

给IBM、东方通科技、金蝶Apusic等厂商一个短暂的机会点。如果这些厂商能够把握得住，那么Oracle与BEA超过30%的占比有可能出现较大幅度的缩水。

第二，对于中间件厂商本身的影响。

　　对于Oracle来说，BEA的产品和技术将大大丰富自身的Fusion中间件产品系列，即使对于二者相重

合的ESB、应用服务器等产品而言，Oracle也可以从中择优而进行整合。对于东方通科技等专注于中间

件产品的厂商来说，此次的收购传递着这样一个信号，即作为单一类型的软件厂商，如何在激烈的市场竞争以及软件产业相融合的大趋势下生存。

　　第三，对于行业用户的影响。

　　对于已经选用BEA中间件产品的用户，依据Oracle此前收购PeopleSoft以及Siebel等厂商后的通常

做法，Oracle将继续为原有的用户提供支持服务;对于准备采购中间件产品的用户，则可能由于对

Oracle收购BEA之后的方向尚未清晰而对两家厂商的产品持观望态度，这对于其他中间件厂商来说则是一个契机。

易观建议：

　　对IBM、东方通科技、金蝶Apusic等其他中间件厂商：

　　关注Oracle收购BEA后的发展方向，并把握该机会点，从而扩大现有的市场份额。

Oracle收购BEA是蓄谋已久的，Larry Ellison的野心还远远不止于此，在关系数据库市场上取得了领先

优势之后，Oracle一直想让自己的ERP、Middleware产品都获得同样的江湖地位，在自己发展存在困难

的前提下，Oracle选择了大踏步的收购。
Oracle的野心就是Larry Ellison的野心，Larry Ellison的性格就是Oracle的性格。

而无疑这次收购将使得市场竞争更趋热闹，Oracle终于有了实例全面挑战中间件的市场。

Mysql和SUN的联姻，我想两家公司也肯定是经过深思熟虑的，SUN一向支持开源社区，现在有了Mysql，

SUN也就拥有了从JAVA到Solaris到Mysql数据库更为全面的产品线，这一架构，和IBM、Oracle都有了可

比之处，不过一直低迷的SUN公司要想走出困境可能还需要很长时间。

SUN在开发人员和技术爱好者中间具有广泛的号召力，希望SUN的这一收购计划能够给自己和Mysql带来更为广阔的发展空间。

Press Release

Oracle to Acquire BEA Systems

REDWOOD SHORES, Calif., Jan. 16 -- Oracle Corporation (Nasdaq: ORCL) and BEA Systems (Nasdaq: BEAS) announced today they have entered into a definitive agreement under which Oracle will acquire all outstanding shares of BEA for $19.375 per share in cash. The offer is valued at approximately $8.5 billion, or $7.2 billion net of BEA's cash on hand of $1.3 billion. "We expect this deal to be accretive to Oracle's earnings by at least 1-2 cents on a non-GAAP basis in its first full year after closing," said Oracle President and Chief Financial Officer Safra Catz.

"The addition of BEA products and technology will significantly enhance and extend Oracle's Fusion middleware software suite," said Oracle CEO Larry Ellison. "Oracle Fusion middleware has an open "hot-pluggable" architecture that allows customers the option of coupling BEA's WebLogic Java Server to virtually all the components of the Fusion software suite. That's just one example of how customers can choose among Oracle and BEA middleware products, knowing that those products will gracefully interoperate and be supported for years to come."

"Over the past several months our Board of Directors, with the assistance of independent financial and legal advisors, has reviewed various ways to maximize stockholder value, including engaging in discussions with third parties about a possible sale of the company," said Alfred Chuang, BEA's Chairman and CEO. "This transaction is the culmination of that diligent and thoughtful process, and we believe it is in the best interests of our shareholders. I am confident our innovative products, talented employees and worldwide customer base will be key contributors to the success of the combined company over the long term. We look forward to working with Oracle toward a successful completion of the transaction."

The Board of Directors of BEA Systems has unanimously approved the transaction. It is anticipated to close by mid-2008, subject to BEA stockholder approval, certain regulatory approvals and customary closing conditions.

There will be a conference call to discuss the transaction at 6:00 a.m. PT today. Investors can listen to the conference call by dialing 719-325-4780. A replay will be available for 24 hours after the call ends at 719-457-0820, passcode: 3644405. A live audio webcast of the call will be made available at http://www.oracle.com/investor and a replay will be available for seven days after the call ends.

About BEA

BEA Systems, Inc. (NASDAQ: BEAS) is a world leader in enterprise infrastructure software. Information about how BEA helps customers build a Liquid Enterprise? that transforms their business can be found at bea.com .

About Oracle

Oracle (Nasdaq: ORCL) is the world's largest enterprise software company. For more information about Oracle, please visit our Web site at http://www.oracle.com .

Contact Information

Karen Tillman of Oracle Corporate Communications, +1-650-245-7687, karen.tillman@oracle.com , or Roy Lobo of Oracle Investor Relations, +1-650-506-4073, investor_us@oracle.com ; or Paul Kranhold or Andrew Cole, both of Sard Verbinnen & Co, +1-415-618-8750, for BEA Media; or Kevin Faulkner, +1-408-570-8293, for BEA Investor Relations

Legal Notice Regarding Forward-Looking Statements

This document contains certain forward-looking statements about Oracle and BEA including statements that involve risks and uncertainties concerning Oracle's proposed acquisition of BEA. Actual events or results may differ materially from those described, expressed or implied in this press release due to a number of risks and uncertainties, many of which are beyond the control of Oracle or BEA. The potential risks and uncertainties include, among others, the possibility that the transaction will not close or that the closing may be delayed, general economic conditions, industry specific conditions and the possibility that Oracle or BEA may be adversely affected by other economic, business, and/or competitive factors. In addition, please refer to the documents that Oracle and BEA, respectively, file with the Securities and Exchange Commission on Forms 10-K, 10-Q and 8-K. These filings identify and address other important factors that could cause Oracle's and BEA's respective financial and operational results to differ materially from those contained in the forward-looking statements set forth in this document. Accordingly, no assurances can be given that any of the events anticipated by the forward-looking statements will transpire or occur, or if any of them do so, what impact they will have on the results of operations or financial condition of Oracle or BEA. Oracle and BEA are under no duty to update any of the forward-looking statements after the date of this document to conform to actual results.

Additional Information about the Merger and Where to Find It

In connection with the proposed merger, BEA will file a proxy statement with the Securities and Exchange Commission (the "SEC") Additionally, BEA and Oracle will file other relevant materials in connection with the proposed acquisition of BEA by Oracle pursuant to the terms of an Agreement and Plan of Merger by and among Oracle, Bronco Acquisition Corporation, a wholly-owned subsidiary of Oracle, and BEA. The materials to be filed by BEA with the SEC may be obtained free of charge at the SEC's web site at http://www.sec.gov. Investors and security holders of BEA are urged to read the proxy statement and the other relevant materials when they become available before making any voting or investment decision with respect to the proposed merger because they will contain important information about the merger and the parties to the merger.

Oracle, BEA and their respective directors, executive officers and other members of its management and employees, under SEC rules, may be deemed to be participants in the solicitation of proxies of BEA stockholders in connection with the proposed merger. Investors and security holders may obtain more detailed information regarding the names, affiliations and interests of certain of Oracle's executive officers and directors in the solicitation by reading the proxy statement and other relevant materials filed with the SEC when they become available. Information concerning the interests of BEA's participants in the solicitation, which may, in some cases, be different than those of BEA stockholders generally, is set forth in the materials filed with the SEC on Form 10-K and will be set forth in the proxy statement relating to the merger when it becomes available.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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