This could displace budget dollars otherwise spent on proprietary operating systems, which can now go to Oracle ( ORCL ) applications, middleware and database licensing. This creates customer value in offering a true end-to-end software stack. However the near term impact on Oracle's operations is likely minor. This news potentially could have an immediate negative pricing and market share impact for RHAT and NOVL, though many details remain to be flushed out. The company's new program is based on RHAT's Enterprise Linux distribution, which somewhat validates its leading position in the market.