Annoying Oracle can't be a bad thing. I can't believe they bundle it when Java is needed for so many enterprise apps - surely the reputational damage is worth more than the revenue from bundling the toolbar? It makes them look cheap and certainly not enterprise.
So yeah, good for Microsoft. They're doing some good things these days. Perhaps a bit like IBM when they were knocked off of their perch, MS now realise they need to actually produce good products and play nicer with customers.