On January 27th Larry Ellison and other Oracle executives outlined the Oracle Sun strategy in a live event. The webcast and sheets are available online. There is also a FAQ overview available.
Besides that there is the Oracle + Sun Product Strategy Webcast Series. If you are into Java or Middleware developement, I think the message boils down to these few sheets:
Development Tools Strategy
Glassfish and WebLogic will coexist and share logic/components.
Oh, and WebCenter will be the strategic portal offering.
SOA product strategy
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