And what do you think all that middleware and apps servers plug into? Scotch Mist?
The DB side of Oracle is the foundation stone of the business, in the same way Windows is for Microsoft. You want Oracle Middleware and apps? Sure, you'll need this little database too....
So not really BS. Microsoft aren't just an OS provider, Apple aren't just a fashion accessory house and Google do more than search - but these are what these outfits are known for because these are the centrepiece of the business. So Oracle can happily revel in being "an enterprise database company" - nothing to be ashamed of.
Solaris, for now, will become a sideshow - a boot loader for Oracle apps and DBs, reduced in stature, support and (more importantly) development until they say 'stuff it, Linux is way ahead, so bye bye Solaris'.