Oracle is still suffering withdrawal from their HPQ breakup and integration of Sun. Year-over-year and Q-Q comparisons will be bumpy for awhile. I expect they are still working out the "pricing" of the various parts of the systems they sell.
HPQ builds Itanium and x86 servers but not for Oracle anymore. Oracle (Sun) builds both SPARC and x86 servers. Oracle Exadata is an 8-socket EX system.