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Zarek also put down Oracle for effectively threatening customers who have committed to running Oracle's database on HP Itanium systems. "If you harm your customer and you take away their choice and think that is the only way they are going to do business, you are going to have a rude awakening one day."
Cappellazzo praised HP's Itanium product line for its power, performance and price advantage over Oracle's competing Sun hardware offering.
"HP's Itanium DL980 product is a great buy at $115,000 fully loaded versus a Sun M9000 at $2.3 million list price. You get 82 percent of the workload on an HP DL980 versus a Sun M9000. For redundancy purposes you could purchase four DL980s at 20 percent of the price of a Sun M9000."
Apotheker also offered an update on the IT supply chain situation in Japan, where authorities continue efforts to bring a stricken nuclear plant under control after a massive March 11 earthquake and tsunami. Apotheker didn't offer much insight, noting that electricity and transportation infrastructure is still being restored in northern Japan, but said HP has a crisis management team working to prevent radiation contaminated products from getting into HP's supply chain.
When HP tapped Apotheker to succeed Mark Hurd as HP CEO, partners weren't sure that his direct sales background as head of SAP would be a fit. But in the wake of Apotheker's first speech to partners, he's clearly willing to tackle head-on the issues that partners have as HP dives headlong into cloud computing and mobility.
Apotheker has also managed to silence the critics who felt he wasn't the right fit for the channel friendly culture fostered by Hurd, and in his keynote speech he made it clear that nothing could be further from the truth. "I am 100 percent committed to our channel partners everywhere," Apotheker said in the keynote.
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