Dare to be bold..or something...
Allison, I hope things are going well with you too....we don't talk nearly enough....lol
First, I don't have to be nearly as cautious as you might think with vendors. With the research I do, there are always winners and losers and I've found that if I do the spadework to figure out what's really happening and then I 'call 'em like I see 'em' that things generally work out pretty well.
You seem to have a fair amount of information about what Hurd does or doesn't know, more than I do. He and I have never been as close as I would hope - not even one candle light dinner.
First, on the Oracle porting issue. For years and years, Oracle has solicited and received funds from vendors to defray Oracle's porting costs. Sometimes this is in the form of advance license purchases, but that's not the only way it happens. In my opinion, HP would have been happy to pay for it. Did Oracle ask them to? Or did Oracle just drop the bomb out of the blue? That would be something to ask Mark if either of us get the chance.
As for Intel investing in future Itaniums, from what I hear from them, it's a profitable business for them and there is increasingly good synergy between the IA and Xeon teams. IBM is a bit of a different deal, due to DB2, but why wouldn't Oracle make the same move with AIX at some point down the road? Particularly if they (Oracle) thinks that DB choice trumps system and o/s choice? In other words, if the latest/greatest Oracle DB only runs on Oracle gear, then, at least in Oracle's mind, that should cause customers to scamper to them.
I don't know that Fujitsu has completely abandoned SPARC - they're pushing the SPARC64-VIIIfx processor in HPC systems and this could be extended into commercial systems.
Interesting predictions on HP, btw...not sure I see it and I really doubt it could happen before the end of April.
And, finally, many vendors have outsourced their 'tradeshow girl' vetting processes to The Reg. You simply need to send photos of yourself in tradeshow girl trim and performing the duties, along with a frank and candid letter outlining your qualifications. Keep in mind that you can't be shocking enough - they've seen it all....good luck