My son sold for Big Machines, starting 6 months before Oracle acquired it. Big Machine was a major CPQ player in the sf market. A very good company for salespeople, growing fast. Oracle bought it, and proceeded to completely bugger up Big Machines marketing, and hence penetration into sf customers. My son finally gave up after 6 months of Oracle BS and completely screwed commissions.
He now works for Financial Force. FF is great if a company doesn't have much supply chain needs; it still has development needed to fill out.
CPQ is a significant extension of CRM functionality. I think sf wanted to ensure that another strong CPQ offering didn't get acquired. I don't think that thinking is as relevant to accounting-related apps, especially if sf wants to fill-out its vision of an app platform.
Sage has way more to worry about than sf buying FF. Many other sf-enhancements should worry, though; It's a very similar situation to that of MS vs all the utility enhancements of the 80's-90's -- some will get absorbed into the main product.