IDS Scheer simply deepens one of Software AG’s existing businesses: webMethods Business Process Management (BPM).
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A combined Oracle and BEA offers a strategic bludgeon to all three of Oracle's main competitors -- IBM, SAP and Microsoft. At the same time, the Oracle and BEA mashup gives longtime rumored potential BEA acquirer HP a fascinating new partner for a greater depth of reach of IT solutions. Strategically aligned Oracle and HP helps reach parity with IBM, while besting SAP and Microsoft for strategic accounts penetration and retention.
If Agassi's duties are now going to be absorbed by a group of other executives, and probably not in the U.S., then this timing to major transition will likely slip into a defensive crouch. SAP will need to demonstrate otherwise swiftly if this is not the case. NetWeaver has not gained sufficient traction, while Oracle Fusion is sprinting out of the blocks. IBM is the mastermind of open source as a strategy and market maker (or breaker). Microsoft has a a real "NetWeaver" in .NET/Windows System through which to deliver the packaged applications (not the other way around, as in SAP's case).