Oracle licensing: recent changes?

Oracle seems to have changed something in their licensing policy because in two recent cases I have heard of companies being able to license Oracle on a per host basis in stead of per cluster.

I have heard this now in two seperate instances with one person mentioning that this had changed in the last months because of Oracle’s own initiatives with virtualization. If anyone has recent info I am very interested if there has been a change in Oracle’s licensing policy.