[Info-vax] HP Securities Analyst Meeting 2012

[JF Mezei]

On 12-10-06 06:49, Phillip Helbig---undress to reply wrote:

> Actually, being hidden in the closet is perhaps the reason why VMS is 
> still alive at HP, similar to Rdb at Oracle.

Not when the CEO repeats that HP will focus on products and services
with growth potential and remove redundant products and drop the
redundant products.

While at the PC/Printer level, Whitman is taking a page from Jobs when
he got into Apple (Apple had too many models and he greatly reduced the
models to 1 per class).


If their CTO has decided there clearly is no growth in the proprietray
Unix market (aka: BCS), then HP isn't going to spend megabucks portin
those systems to x86.

The problem is that VMS and NSK are not "proprietary Unix" because they
really do bring in unique features not found in Linux. But if they are
lumped in with HP-UX and since upper management see no future in HP-UX,
they get scrapped along with HP-UX.

of note: There really was no pitch about Poulson coming along and
boosting BCS sales next year. Lesjack clearly stated that revenues will
continue to decline for BCS year over year. I would have expected a
spike in sales from pent up demand from BCS customer who delayed
upgrades until Poulson arrived, something HP could brag about to analysts.