I enjoyed this thoughtful post on Fitzgerald’s Platformonomics blog. I am personally guilty of thinking too much about technology and not enough about the bottom line; this kind of analysis is a useful corrective, though bear in mind that it comes from a competitor to both companies.

It is true that Salesforce.com is an Oracle company at heart, a point that has been made to me several times when I have talked to its spokespeople. It is a platform for database applications, and the database is … you guessed.