HP's outlook
won't be all that bad only because analysts are expecting Armageddon. – Larry Dignan,
CNET, Nov. 21, 2011
Oracle Corp. /quotes/zigman/76584/quotes/nls/orcl ORCL +3.54% will
likely beat analysts' estimates when it reports its fourth-quarter on Thursday.
But investors will probably take their cue from what's expected to be a strong
outlook … Big companies are investing heavily in Oracle's new generation of
database software, as well as hardware it introduced since acquiring Sun
Microsystems last year. – Steven Jones, MarketWatch, June 21, 2011.
I will stick out my neck and predict that HP will not implode
over the next 3 years, and it will not fall behind IBM in revenues either,
barring a truly epochal acquisition by IBM. – Wayne Kernochan, Infostructure
Associates, blog post, May 17, 2011
.Sun’s UltraSPARC architecture has already shown signs of
falling behind, and it appears that Oracle is not committing the necessary
resources or expertise to play catch-up with IBM and Intel. … Exadata … unless it is acquired by a leading-edge
top-three-in-technology processor technology vendor such as Intel or IBM, …
will start falling behind in scalability … It seems likely that within the next
3 years, Oracle will either load additional pricing on its locked-in customers
to support another acquired platform, or deliver less and less relative price/performance
… It may make sense for Oracle’s customers to move to a vendor such as IBM even
if it will be painful in the short term. If my outlook for Oracle’s pricing and
technology over the next 3 years is correct, the cost inefficiencies compared
to others won’t get better, they’ll get worse; and the degree of database
lock-in will stay the same or worsen, too, as additional Oracle implementations
occur. – Wayne Kernochan, Pund-IT Review, Sept. 2011
Oracle’s hardware business will continue to look troubled while
the Sun portion continues to shrink – Erik Hessedahl, All Things D, June 18,
2012
Oracle hardware revenues decrease by 10% in constant currency
over 9 months, total revenues up about 3% for fiscal 2012 and 1% for 4Q12 - Oracle
earnings press releases Mar/Jun 2012
Desktop units were up 5%, revenue down 3% yty for 2Q12,
revenue run rate for fiscal 2012 about $121B – HP earnings press release
5/23/12
Revenue flat for 1Q12 yty, revenue run rate for fiscal 2012
about $99B – IBM earnings press release, 4/17/12
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