[Info-vax] HP Securities Analyst Meeting 2012

[Michael Kraemer]

David Froble schrieb:

> Well, not necessarily ...
> 
> I believe what I read was that they expected the BCS "MARKET" to shrink.
> 
> I'd consider the BCS market to be all the large servers, HP and otherwise.
> 
> Does that mean that the total market will continue to grow, thus making 
> the BCS market a smaller part of the total market, even if the BCS 
> market stays the same size, or even grows a bit?

A look at

http://www.xbitlabs.com/news/other/display/20120822223002_Sales_of_HP_s_Business_Critical_Itanium_Based_Servers_Hit_Five_Years_Low.html 


reveals that HP's BCS revenue has steadily declined to less than half
of what it was five years ago,
with the Oracle decision not even visible.
I'm not aware that IBM's or Sun/Oracle's
server divisions experienced similar bleeding.