Reason #1: That "60 Percent" Comment
Whether 60 percent is a well-researched or an off-the-cuff estimate, anecdotal evidence from the channel supports the idea that a lot of Oracle databases are stored on NetApp hardware.
Oracle, with its acquisition of Sun, has sent a strong signal that it wants to own a complete software-hardware stack that tightly ties all its products together, in effect turning everything into an appliance.
If Oracle wants to do that with storage, it is limited in what it can do with its legacy Sun equipment. Sun had a terrible track record in storage, except at the end when it introduced its well-received "Amber Road" 7000-series of storage appliances which integrated SSD and hard drive technology with its server technology. NetApp technology could help Oracle take its software-hardware stack to a new level.