I see your point, but there have been hoards of VARs (which often miss the VA of their acronym) doing exactly that for years, and in many cases the companies are very comfortable with "their" VAR and Oracle trying to cut out that middleman step will not be undertaken lightly (by Oracle).
"Oracle trying to cut out that middleman step will not be undertaken lightly (by Oracle)."
Why not? That's like saying Oracle would not take lightly alienating someone like SAP, whose software ran on Oracle (does it still?), by directly competing with them. I think anywhere that Larry Ellison sees a revenue stream related to one of his products, he wants it for himself.
It's called avoiding channel conflict. If I'm buying Oracle from VAR V1, it is in Oracle's best interest to ensure that V1 continues to sell me Oracle, even if it's Oracle on IBM, HP, EMC or other gear.
If all of the sudden they stick a knife in V1's back, V1 will ensure that some substantial number of V1's new and where possible, existing, customers will seriously look at Oracle competitors.
It's not the same as NewEgg competing against mWave by deciding to add computer cases to their product line to make them a one-stop shop.
By all means Oracle may transition over to being a one-stop shop, but it's more likely in the short-term to work with their VARs rather than pit themselves against their resellers.
VARs add their own fees on top, and the activity requires expertise that they may or may not have. Any mistakes they made, they can blame the individual parts' vendors and push you off.
The original vendor, however, can take a little responsibility in the matter. When you call Oracle about a problem, they can't really push you off onto someone else.
