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Regardless of whom the board chooses, HP will have its hands full once its lawsuit against Hurd over potential disclosures of trade secrets is settled and Hurd is able to concentrate on building Oracle and competing against HP, the solution provider said.
"If Mark successfully joins Oracle, the whole IT dynamic will have shifted," he said. "HP will have gone from being in the driver's seat to really having to worry about being potentially marginalized. HP's biggest weakness is that it doesn't own a database and it has no 'real' applications. The two major powerhouses in applications are Oracle and SAP, and one of them is now an enemy."
Another solution provider, who also requested anonymity, said that either Donatelli or Bradley could fill Hurd's shoes.
"Ann Livermore? No," the solution provider said. "Lack of charisma."
Convery said the choice of leader is not about charisma. "It's about her knowledge and her channel friendliness," he said. "And she's really friendly with customers."
Don Richie, CEO of Sequel Data Systems, an Austin, Texas-based solution provider and longtime HP partner, said he would like to see Livermore get the CEO post.
"She has been through how many CEOs at HP and yet remained a constant and a stabilizing force," Richie said.
Richie said he has seen from working with Livermore how important the channel is to her, and how well she knows the business and all its aspects.
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