What is Oracle up to?

John Dvorak asks? John is trying to decipher Ellison's recent statements about acquiring more technology. What does Ellison want?

I will speculate, since speculation is both fun and stimulates the market.

Oracle is part of the Stanford/Volkswagon automotive automation lab, which is expanding. Here is what the director of the lab says:

Huhnke said they wanted to stay in Silicon Valley and be next to Redwood City-based Oracle, with which they partner. They will continue to team with Stanford, which in April opened a $5.75 million research center in conjunction with the Volkswagen lab.

Intelligent transportation systems are all about databases and networks of cars. Oracle lost most of the web database sales to MySql, and Google is incorporating SQLite into their search engines. I am sure that Google sees transportation technology as a natural follow on to their IP networking business.

Regarding the chip business, the ARM processor is gaining a lot of ground int object detection by vision with Mobile Eye using the processor.

Here is an Oracle link to their current transportation management package.

Silicon Valley is gearing up for the transportation revolution. An obvious candidate for Oracle would be Navteq, the navigation map maker. Taking over Navteq would imply they might want a part of NXP also. That puts them at par with Google.
And this partnership between Navteq and Oracle.
So why not? I am sure Oracle executive run across this site and the Antiplanner site.