Surely you jest. Look at the analyst estimates for growth rates. The 5-year rate for TDC is 12% which is doing $2B in sales. The 5-year rate for ORCL is 16% on sales of $34B. Credit Suisse is estimating Exadata revenues of $7B - $9B in 2015. If they sold $500M in Exadata boxes this year, that's a 63-73% growth rate on Exadata over the next four years! Compare to 12% for TDC. Forget the marketing hype. The market is voting for Exadata in a huge way.
Also, TDC currently spends 7.4% of revenues on R&D versus 1.9% for ORCL. That equates to $3.1B in R&D for ORCL and $145M for TDC. ORCL spends more on R&D than total TDC sales. The fact that TDC is already at 7.4% is a bad sign. It means that if ORCL feels threatened, they can increase R&D by quite a bit to develop better boxes and still not have nearly as high a percentage as TDC. IMO TDC is getting pretty extended on R&D costs. Not to mention other competitors like classic IBM and now IBM/Netezza. IBM is pouring a lot of money into Netezza at this point.