We've been thinking about this as well, I'll post something next week on it.
Link: Digital ID World Editors Corner: Oracle and Pressure.
RSA: RSA is the interesting one -- if only because RSA had a pretty deep partnership with Thor. Assuming that something changes in that partnership, RSA is suddenly missing a provisioning side to things. On the other hand, they offer two-factor authentication in ways that Oracle can't touch.
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