[Info-vax] Trial Phase 2 (was Re: HP wins Oracle Itanium case)

[JF Mezei]

VAXman- @SendSpamHere.ORG wrote:

> Oracle already has/had their products running on Itanium.  Other than a
> build for these platforms with the latest changes incorporated, I really
> can't see how Oracle would NOT make money.

With BCS numbers having gone down sigificantly (though a big improvement
in last quarter, they only dropped 16% whereas previous quarters, the
drop was above 30%)  any ISV has to consider an exit strategy,
especially when HP already has its exit strategy announced (Project Odyssey)

HP refuses to provide info on the timing of its exit strategy. So Oracle
precipitated the process, hoping it would force HP to fess up and admit
its exit strategy for the iA64 ecosystem.

While Whitman confirmed that there was nothing that could be done to
rescue the old BCS and that HP was pinning its hopes on Odyssey,  HP has
managed to avoid giving any timelines since it doesn't want to
accelerate the churn on the legacy BCS side.

Consider that Oracle learned that HP expected its customers to become
aware of the end of IA64 in 2012. So Oracle would see a fast decline of
revenues from that point on. By prematurely widthdrawing from IA64,
Oracle managed to hurt HP and probaby forced HP to changed its OEL
plans/timing because it can't announce now that it is killing IA64 since
it would affect the outcome of that trial.

Again, we don't know if Ellison had a emotional knee jerk reaction or
whether this is part of a well thought out strategy. Ellison seems very
capable of a very smart strategy when in the right starte of mind. But
also seems capable of emotional knee jerk reaction.