Database Business Problems at Oracle?

abb_road writes "Wall Street responded to yesterday's report of a 42% rise in profits by pushing Oracle's stock down. Despite a 77% increase in applications business, investors are worried that Oracle's core database business remains comparatively stagnant. Though Ellison claims that the DB business will grow in double digits over the next few years, it seems that more companies are switching to open source rather than paying Oracle $40,000 a processor."