HP CEO Mark Hurd Touts Integrity Series Linux Blades
Appears on Webcast with Intel's Otellini and Oracle's Ellison
Mar. 3, 2006 01:45 PM
"Our strategy is to build the next generation IT infrastructure with industry standard building block (through) systems integration, software, services, as well as hardware," said Mark Hurd in a webcast from HP headquarters on March 2.
Hurd's comments came during a live presentation that was moderated by author Geoffrey Moore, and which also featured Intel CEO Paul Otellini and a brief, pre-recorded appearance by Oracle CEO Larry Ellison.
Hurd described Linux as an important part of the spectrum of IT infrastructure, noting that Linux runs on several Integrity systems as well as the company's blade servers. Hurd emphasized "flexible capacity" and a "pre-integrated virtualization environment" being taken by the company in its hardware aproach, and added that the company is investing $1 billion per year in the Integrity servers over the next five years.
HP's high-end Integrity servers run on Intel's Itanium processors, which both Hurd and Otellini described as having "open architecture" design (presumably in contrast to IBM Power and Sun SPARC.) Hurd also stated that a new Itanium-based Integrity chipset will be announced in a few weeks that will add 30 percent more performance compared to the existing Itanium chipsets.
Although both executives were expectedly polished and articulate in their remarks, the webcast was in essence a hard sales pitch. Hurd spoke for 10 minutes, throwing his arms about and rocking back and forth, and Ottelini for seven, in a presentation that had a glitch and seemed to have been thrown together quickly.
Ellison appeared for only three minutes in a recorded message in which he said that "Oracle has no more important partners than HP and Intel," these remarks coming within a few weeks of the recent Sun-Oracle Town Hall Meeting featuring Ellison and Sun CEO Scott McNealy. Ellison also noted that Oracle engineers are working with HP to incorporate Oracle's Fusion middleware into HP's standard architecture.
Otellini said that "Itanium revenue is growing at a rate nine times that of IBM Power," citing what he said were recent IDC statistics that presumably contrasted the quite mature Power technology with the emerging Itanium. He also mentioned that Itanium's share in Japan was larger than that of Sun or IBM, employing the time-tested technique of referencing international market success when things in the U.S. maybe aren't looking so good.
Otellini added that total investment in Itanium by Intel and its partners will total $10 billion by the year 2010.