Hewlett-Packard will be reporting about its past in a couple of days, briefing analysts at 5 PM EST Feb. 21 about the quarter just ended in January. But the company will be looking ahead at its fiscal quarters to come starting tomorrow, when it briefs HP allies at its 2013 Global Partner Conference.
Issues and opportunities for customers who are migrating, or have already moved, will dominate the conference. That almost goes without saying; HP's closed off all other 3000-related business including support. But HP is also going to share information that could be just as useful for those analysts, being briefed in the same week. HP's going to talk about its Oracle alliance at the meeting in Las Vegas (see the detail at left). The story might be the same for partners as analysts and the business press. Sales ally presentations will have an optimistic slant in Vegas. Eveyone wants to be hopeful in that town, at least when they arrive.
What HP sketches at this sales meeting -- the year's largest partner conference -- will shape what these partners say to customers about Oracle. The database vendor has been forced by the courts to keep working with HP on Itanium server technology. Nobody knows what that enforced alliance will yield yet. The court ruling and Oracle's capitulation only happened in September. Partners have fielded too many questions about the FUD that Oracle spread, and HP's said in previous quarterly reports that FUD choked off Enterprise business.
However, it's an article of faith: applications determine where a customer will go when they leave the 3000. But an application off the shelf always needs a database, and Oracle is underneath a lot of them, especially on HP-UX. If a migrating customer can ask an HP partner, "What's the database feeding that application?" then the answer -- leavened with this week's Oracle alliance message -- can shape a migration decision. You'd want to know if you were entering the Oracle enterprise airspace by migrating onto an app in Itanium, wouldn't you? Especially with a court order driving Oracle development.
A migrating manager would have to go into the product roadmap pages at the website of Ellucian, the company that owns Banner after buying up Sungard. Sure enough, there in the PDF presentation for Banner is a twin track -- using Microsoft databases and using Oracle's.
Those columns represent Windows vs. Unix choices. You could probably assume if you're picking HP-UX for any application it'll be running Oracle. That's the same setup for the Ecometry Open migration solution for retailers.
Oracle still has a lot of clout in driving the migration choices for 3000 sites. Some want Windows for staffing reasons and lower hardware/support costs. They might also be choosing a path were the HP alliance with the database vendor isn't something that requires a briefing at a Partner Conference.