The first thought is that this is a pure middleware play.
Buy installed base and generate support revenue.
Or has it to do something with Fusion Apps. I do not think so. The architecture is defined right now, and BEA will only play a role later on in the life cycle of Fusion Apps. If any.
But the hidden gem could be Tuxedo. Oracle wants to position itself in the primary processes. Think banking processes for banks. And these transactions are handled by Tuxedo, already for years.
And there is the big money. Compared to SAP that hunts for the little cents with Business By Design.
Inovation. Nope. Smart. Yes.
Any link with HR. Nope.