Oracle wont be toast if Internet computing fails because it has too much invested in its core business of selling people databases and setting up databases and servicing databases.
This really creates a new breed of core business for these guys. This is the kind of asset that they will be working for 30 years.
All of these factors are defocusing for operators, and distract them from their core business of rolling out services, combating churn (turnover) and ensuring that they can attract high paying subscribers.