I don't know if it represents anything or not, but I noticed that Apple has reserved a 2000 sq. ft. booth for OracleWorld San Francisco this September. While they do not have the biggest booth there, 2000 sq ft is pretty big (larger than the IBM and Dell Booths,) and its location at the entrance seems to be a high value spot. I wonder if there will be more announcements about Oracle Technolgy on OSX?
Floor Plan http://www.oracle.com/oracleworld/sanfrancisco/exhibitionhall/sanfrancisco_floor.pdf
Floor Plan http://www.oracle.com/oracleworld/sanfrancisco/exhibitionhall/sanfrancisco_floor.pdf