Oracle's Unbreakable Linux...All about Microsoft?

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I had lunch with a friend today that is making me reconsider some of my previous comments on Oracle's Unbreakable Linux moves. I still think the company went about it in the wrong way, but it makes more sense to me now.

What If Oracle's move against Red Hat was not about Red Hat at all? What if it was in response to the Microsoft threat?

Mark Shuttleworth made the point that the difference between $0.00 and $0.01 is huge, at least perceptually. Whatever Oracle's Windows market share today, that share will undoubtedly fall over the next few years as SQL Server continues to gain market share.
Oracle therefore needs to shore up its market share on Linux.

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