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Yeah Oracle made a PR splash when they introduced OEL but they didn't really made any sucess. Those are not customers. They just took OEL and use it, like they would use CentOS. Onl a few of those 1,500 actually pay support. Oracle's support is useless, especially if it is not large scale multi-milion $ deal in question. They are usually more interested in asking about other (unrelated) software you're using (so that they can send salesdroids to hook you up at more of their stuff) then actually helping you with your problem. I hear that they also ask about hardware and storage since they bought Sun. It is better not to call them at all and not buy support from them in the first place. Anyone who dealt with them will confirm this.
Also, that CW article about Yahoo isn't true. It says Yahoo had 50,000 of RHEL servers. If they used basic subscription ($350) that would make $17.5m per year. That kind of money would show up on Red Hat bottom line. But it didn't. OEL didn't budge Red Hat. And Yahoo uses FreeBSD and CentOS, as far as I know. They never used Red Hat, at least not at that scale. They might had a few servers.
I laughed hard when I read one of the Red Hat guys (I think it was Brian Stevens, cant remember) saying: "In past 4 years, we lost 3 big customers to Oracle. One came back to us shortly after, one was Oracle itself, and one was acquired by Oracle so they had to switch".
I tend to believe that he's saying the truth.