This is a poor piece.
unstructured data Unstructured data is noise. What you probably mean is data with no pre-defined schema.
"NoSQL" leader 10Gen, which stewards the development of MongoDB, said it has moved "over 100 companies off RDBMS technologies in the past six months" according to its business development veep (and former Reg scribe) Matt Asay. Oracle's revenue share of the worldwide RDBMS market was 48.3 percent in 2012, according to the soothsayers at Gartner, so we can safely assume a significant proportion of these 100 migrations came at the expense of legacy Oracle systems.
This is a very flawed conclusion. Moving companies from relational does not in any way imply that they are being moved from Oracle. And, giving the known problems with scaling MongoDB who's to say whether some of these companies won't be knocking on Oracle's (or IBM's or Microsoft's) door in the future.
Oracle's strategy obviously isn't to everyone's taste but it's pretty clear: improve the low end MySQL and offer increasingly expensive options to customers who think they need it and ignore the rest. It's great that this provides opportunities for third parties to pick up custom from those who can't or won't pay Oracle's fees.
The times for really big migrations can be pretty big: I think Enterprise DB talks of six months plus as not uncommon. Obviously, any company faced with that kind of investment is going to think long and hard about it and this is what Oracle is banking upon.
or have developed capabilities that while irrelevant to much of the database market
I'm not sure what those would be. Data integrity, performance and reliability should be on everyone's shopping list.
I'm sure Oracle doesn't really give a shit about the low-level stuff going from MyASM to one of the key-value or document storage engines.
At the end of the day, while licences are important, any company that is storing business critical data needs to spend enough money employing DBAs who know how to manage whichever systems they have. Outages, corruption and loss are what really cost.