RE: Kiralexi - Wrong way round..
".....Oracle will simply price their hardware lower than (the admittedly better) P-Series to keep us on SPARC....." Yeah, and that strategy worked so well for Sun! Oops! - no it didn't, even trying to flog their kit 20% lower than IBM or hp still didn't save Sun. Walking around with their pants round their ankles just made Sun fall over all the faster.
Take my company as a case study, we're the enterprise type of bizz Larry will want to sell SPARC to, and we run a lot of Oracle on Integrity and Power. Consider the options:
1. Stay on hp-ux on Itanium and find another DB (we don't really use much else from Oracle), but then we'd have to revalidate the app stack. Painful, messy, and risky to data, but we do have DB2 tested and ready to go. I'm grinding my teeth at that idea, but it's bearable, the main risk is in getting the data out of Oracle and into DB2. A loser for Oracle.
2. Stay with Oracle DB, just move to another server platform. Not as painful as we already have IBM Power scoped as a backup choice, but no win for Oracle there then unless they also bump up license costs on Power, and they just make the board twitchy about trusting Oracle.
3. Larry's preferred option - replace all the hp-ux kit with Slowaris on SPARC. Not even on the table, for so many reasons, but mainly because Power is such a better option.
4. Switch to x64 where we can. Very painful, more so than the switch to Power. Larry still wouldn't win anything here, in fact he would probably lose more as going to x64 leads to all kinds of unfavourable comparisons with M$ SQL and/or FOSS alternatives. The x64 option gives far more choices for moving away from Oracle, not towards them.
All in all, this strategy seems to benefit IBM more than Oracle. Larry's not stupid, at least not THAT stupid, so I'm guessing there must be more going on here.