RE: "...about 391 of those deals came out of Oracle/Sun accounts..."
At that rate of replacement, I don't think either Leo or Larry will be exactly breaking into a sweat! Take a look at the figures hidden in between TPM's Big Blue pompom waving and it doesn't exactly paint a picture of great success. The hp competitive conversions don't exactly sound like a tsunami of Power:
"....IBM says that it has identified over 10,000 HP Integrity server accounts.... " So that's the overall target. I'm sure it's no coincidence it's the same as the number of shared Oracle-Integrity accounts hp mentions in its court case against Oracle.
"....the first quarter of this year was pretty good, with 845 competitive replacements...." So this quarter just gone was extra good for IBM? So how many Integrity implementations could they have replaced with Power, assuming all those were Integrity and not old Compaq Alpha?
".....40 per cent came from HP accounts...." So, a grand total of 82. Ignoring the fact that IBM marketting probably counted individual servers rather than customers, and that some of those were probably very old hp kit rather than Superdomes, 82 is still nothing more than market churn. It's 0.0082% of the target accounts, or 0.033% if they maintain that over the year. At that rate, we'll all be flying Jetson-style aircars before IBM even makes a noticeable dent!
".....the kind of thing Big Blue has been doing for years and presumably HP and Oracle/Sun are doing, too, but they don't talk about it (which is idiotic if they are doing lots of competitive takeouts)....." I'd suggest even Larry would draw the line at pointing out such a Grand Replacement Plan was achieving so little!