It's nice to see Oracle's plan backfire. Screwing your customers so they spend more money on your products is a dubious endeavor, and they were stupid to even try it. It creates ill-will that will last a lot longer than any benefits, and has hurt their reputation. They look very petty, very predatory, and very unreliable as a vendor.
Contrast that with IBM, who took the high road instead of discontinuing DB2 support for Itanium. They're getting more hardware sales without even doing that, plus, they're getting DB2 sales for Itanium. And they look good doing it.
It's not clear why Oracle thought HP was their enemy instead of IBM in the first place, outside of possibly it being a petty vendetta. But, they damaged themselves and a company that's not really a competitor, and helped a company that not only sells hardware, but competing software, not to mention services. Nice job, Larry. I'm just glad I'm not a stockholder.