In particular, Oracle's new Exalogic Elastic Cloud is "very similar in concept, but different in implementation" compared with the combined offering from GigaSpaces and Cisco, says Shalom.
Nick Vitalari and I write about the impact of business ecosystems in our new book The Elastic Enterprise and as ARM represents a very interesting case of an ecosystem at work, it might also illustrate some truths about how the new business environment operates.