The third quarter of HP is the one we call the fourth quarter at Sun. So it covers the time from April to June. There is one interesting chart in the earnings presentation of HP - the revenue for Enterprise Servers ans Storage :
The next earnings announcement will be an interesting one. In the next earning announcement they can´t say that they grew year over year in this area. Nevertheless, there is an clear downward trend in this chart. Perhaps this is the reason why they bought EDS. They need that business to cover the decreasing revenue from their server branch.