Ok, so I do have one more post before the weekend.
There is a news story (link), "Informatica and Oracle Renew OEM Partnership",that "extends the companies' existing OEM agreement for four years".
When Siebel had first introduced in 2004 its "cross-enterprise, prebuilt applications beyond the traditional legs of CRM, sales, service and marketing. The new tools move into financial analytics, workforce/employee performance management and supply chain, and supplier analytics." (see news story), they had "teamed with Redwood City, Calif.-based Informatica Corp. to provide an interface to a range of enterprise applications such as SAP, PeopleSoft and Oracle."
As an aside, Informatica is headed by Sohaib Abbasi (link), an ex-Oracle senior vice president, and who was my boss's boss's boss's boss's boss (I think, or maybe a couple of more bosses removed) when I joined Oracle in 2002.