Now it appears that Oracle's Itanium decisions are impacting sales of HP's mission-critical systems. From a buyer perspective, putting off a purchase makes sense. Why would an Oracle shop buy an Itanium based-system if support was uncertain going forward?
Revenue in business critical systems declined 9 percent year over year. This decline is sharper than expected as our ability to close deals has been impacted by Oracle's decision and orders are being delayed or canceled. We are working diligently to enforce the commitments that Oracle has made to our customers and to HP.
Apotheker referenced Oracle a few times in regards to Itanium. He also said that HP was taking Oracle to court over "anti-customer behavior." It's unclear where this Itanium spat goes ultimately, but for now the flap is freezing sales of Itanium-based systems.