Replies to post #117388 on Intel Corp (INTC)

[Golfbum]

Hardware sales slid by 23% for the period; Oracle had previously forecast the unit to be flat to down 10% for the quarter.

I wonder how much of that is attributable to Sparc related HW?

gb

[ibc]

It looks like there were two factors related to Oracle H/W sales.

The first is that they are going through a product transition, so their customers are holding back more than they expected waiting for the newer models.

The second factor seems to be customers buying smaller Exadata systems (1/8 rack instead of 1/4 rack) which lowered ASPs. It was not clear if they sold more volume to make up for the ASP loss. Exadata systems use Xeons.

Another interesting comment was that they are not seeing any unusual macroeconomic effects.

http://seekingalpha.com/article/1290881-oracle-s-ceo-discusses-f3q12-results-earnings-call-transcript