No more hiding, yet hidden

 

Several months ago, Hewlett-Packard announced its partnership with Bletchley Park for its WWII archives digitization.

For those readers who might not be familiar to the name, Bletchley Park is the site where the main activities by the Intelligence Services took place in order to decipher and break German codes.

According to Sir Winston Churchill, British Prime Minister during the war, Bletchley Park was the British Secret Weapon that allowed them to win the war. In fact they succeeded in breaking the German Code used by the famous Enigma machines, and ever since, German communications were transparent to the Allies despite having had the most technologically advanced cipher system. By the way, Germans never learnt before they surrendered their code had been broken, so sure they were about it.

Leó Apotheker is proving certainly some special skills which we find uncommon in a standard CEO. Not only he has smartly avoided any distraction related to the SAP-Oracle trial that is in its final stages, but as well shows some genuine sense of humour.

Furthermore, we think we have detected some additional skill. If we read carefully the press note in the previous link, we notice that just after the humoristic comment about actually being in Palo Alto during the conference call with analysts where HP posted latest financial results, he made a reference to Oracle’s attempt to distract him calling the latter “a competitor”.

Many journalists and online media have taken Oracle’s acquisition of Sun a sort of war declaration to HP, as Oracle had never been before in the hardware business. HP has claimed always Oracle as a partner, even after Mark Hurd’s “defection” in late summer 2010 to Oracle.

But we believe the term “competitor” was not really used just by chance. As the humoristic remark by Apotheker was catching the audience’s attention, he discreetly was sending a warning: Calling Oracle “a competitor” without mentioning directly its name was a way, in our opinion, to accept the war declaration from Oracle. Something like “Hi there, Larry! If you are looking for war, you got it.”

As a matter of fact, there are some facts that might support this thesis:

1. Out from the strategy hints Herr Apotheker offered, it seems clear his intention of boost R&D and software within HP. If this is not targeting Oracle, we guess nothing would. As Oracle got Sun, HP steps into software. If Oracle shows its teeth, HP does the same thing.

2. If HP confirms its dumping of Siebel (part of Oracle) and switches to Salesforce for CRM, this would be a clear war act.

We do not really know how close Herr Apotheker is to HP’s projects with Bletchley Park, but certainly he, on top of other skills, seems to be showing some expertise in coded messages.

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