I can understand the Oracle-Sun acquisition, and Ellison's view of a integrated hardware and software solution. (Guess IBM wish they had thought about that with Windows and OS's.)

ERP has always interested me. Vendor/customer relationships are often complex however the software side shouldn't really be the case - if anything, software should be the easy part.

Anyone starting up in the space obviously can't (successfully) build an integrated solution. You would have to develop something better than current SAP/Oracle/SAAS solutions for one or two of the operating units described by joshwa.