Mark Hurd, recently ushered out the door as CEO of HP, landed today as co-president of Oracle. He will replace departing Chuck Phillips as head of sales and marketing.
Hurd is certainly qualified by his stints at HP and NCR, more so than ex-financial analyst Phillips.
It is likely HP will legally fight Hurd’s accession at Oracle to defend the two-year confidentiality clause in its severance package with Hurd. [Update: HP indeed sued.]
Oracle is a software company with a hardware business. HP is an infrastructure hardware and services company, as is IBM. The best lens to use on Oracle going forward is 1960s-era IBM, which delivered the whole solution stack from bare metal to applications with enormous profits. But Oracle won’t face the anti-trust gaze of the 1960s-1970s Justice Department.
Replacing Phillips with Hurd is a definite plus for Oracle, and improves the company’s likelihood of success.