James from Redmonk is at the IBM annual analyst conference and has post up on Steve mill's (Group GM IBM Software) presentation check it out .

Below is an excerpt that i found interesting:

"We sell an extraordinary amount of software into Oracle, Retek, Peoplesoft accounts. databases, systems management and collaboration. Oracle's biggest customers are our biggest customers. SAP use more WebSphere for end to end heterogeneous integration than anything else.

We're a huge multibillion dollar ERP company. We just don't sell ERP applications, but services, systems and software around it. The "at time of sale" ecosystem associated with ERP is 5x the revenue. The "surrounding pool of money" is what IBM targets.""

Prashanth Rai