Imagine the following scenario: Former Hewlett-Packard CEO Mark Hurd, now co-president of Oracle, stepping onto the same stage as current HP Executive VP Ann Livermore. That scenario could unfold during Oracle OpenWorld (Sept. 19-23, San Francisco). Here’s how.
Hurd joined Oracle as co-president on Sept. 6, replacing Charles Phillips. As of this morning (Sept. 7), Phillips was still listed as an Oracle OpenWorld keynote speaker. But it’s a safe bet Phillips will be removed from the schedule, and Hurd will potentially gain some stage time at the conference, The VAR Guy believes. Already, Hurd has mentioned OpenWorld in an official statement about his plan to join Oracle.
Friends or Foes?
Now here’s where things get extra-interesting. HP Executive VP Ann Livermore also is confirmed to speak at Oracle OpenWorld. And she’s believed to be on the short-list of candidates to potentially replace Hurd as CEO of HP.
Got all that?
Don’t worry. The VAR Guy will keep the story straight for you. All you need to know for now…
- HP’s board ousted Hurd on Aug. 6, 2010 because of alleged expense report issues uncovered during a sexual harassment investigation.
- Oracle CEO Larry Ellison is looking to bolster Sun’s hardware, server and storage business vs. HP and IBM. That’s why Ellison hired Hurd.
- Outgoing Oracle Co-President Charles Phillips allegedly wanted to transition out of Oracle but stuck around to assist with the Sun integration. With Hurd in the Oracle house, Phillips has exited.
- The VAR Guy plans to attend Oracle OpenWorld and will be sure to fill you in on the fireworks.
That’s all for now.
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Possibly Ellison’s end game is that the stock price of a distracted, weakened HP will drop so much that he can make a run at the company. He’d be glad to sell off or shut down Sun to address antitrust concerns in order to get control of HP.