[Info-vax] HP Securities Analyst Meeting 2012

[Michael Kraemer]

Paul Sture schrieb:

> Oracle saw server sales fall earlier on the in year.  Report dated March 
> 2012:
> 
> http://www.xbitlabs.com/news/other/display/20120322160339_Sales_of_Oracle_Sun_Servers_Continue_to_Fall_Due_to_x86_Defocus.html
> 

But that's only a single quarter's comparison.
The long term trend would be more instructive.
Moreover, the most interesting bits come towards the end of
the article:

"Sales of Oracle's engineered systems are indeed growing and it seems 
that eventually it will be able to completely get rid of x86-based 
servers business."

"Hardware revenue for our engineered systems grew 139% this quarter and 
going into Q4, we have a record pipeline," said Mark Hurd, the president 
of Oracle.