Dell EMC: Laughing All The Way To The Bank
May18

Dell EMC: Laughing All The Way To The Bank

LAS VEGAS: The second Dell EMC World is over, a variety of products and services have been unveiled, 13,500 customers, partners and staff have gone home — including me, so ignore the address above — and now comes the $60-billion-plus question, what comes next? For the ‘nattering nabobs of negativism’ like HPE’s Meg Whitman, the company is struggling to stay afloat with $50 billion in debt, it’s mired in hardware-based, commodity hell and is quickly becoming obsolete as everything moves to the cloud and IT as a Service. The reality is far different: Dell is a leader in 15 of Gartner’s Magic Quadrants; it is the largest enterprise storage vendor; it is the third largest PC vendor, but unlike many of its competitors, is growing market share and increasing ASPs. All told, the combined entity — including Dell Technologies, Dell EMC, RSA, Pivotal, Virtustream and VMware — is bringing in $75 billion a year, which is not too shabby. “It’s all about show me the money,” said Forrester analyst Glenn O’Donnell, and the company is “laughing all the way to the bank,” posting solid numbers as it closes in on its first year following the EMC acquisition. According to a recent interview with David Goulden, president of Dell EMC, the company’s focus is a long-term game, looking three to five years in the future, where they see an even more consolidated industry than today and where they are uniquely positioned as an essential infrastructure, broad-based platform. Organizations are looking to have fewer information technology suppliers, and they want the ones they retain to be strategic and more capable, he pointed out. DEW17 was all about transformation — digital, IT, workforce and security — and I reached out to a number of analysts and asked them for their views on where Dell EMC is in its own transformation, and what it should focus on for the immediate future. Their responses follow: Rob Enderle, President and Principal Analyst, the Enderle Group: The IT market is hell bent on transformation at the moment and thanks to the promise of lower taxes and a huge ramp in valuations firms are investing in capital projects at an impressive rate so the opportunity, to quote President Trump, is HUGE! Their performance is good, the merger set them back far less than most expected largely because the execution literally set the bar for efforts like this and their old VCE unit was on the forefront as the most successful converged and hyper-converged provider. And it is these concepts that appear to be having the biggest impact on firms that truly want to change. Jaguar/Land Rover was...

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Jaguar, the Hyperconverged Company and…

At Dell EMC World last week, one of the most interesting conversations I had was with Jaguar’s CIO, Simon Bolton, who is driving what has been an incredibly successful IT effort at Jaguar. In the company’s new “Green Field” plants, Bolton championed what used to be called Dell’s VCE platform with nearly unbelievable result in terms of productivity and uptime. This was fascinating to me for several reasons; 1) it was a showcase for the power of the hyperconverged concept, 2) I own two Jaguars, and, 3) I’ve been trying (so far unsuccessfully) to order the new Jaguar iPace. Oh, and, 4) when I was younger, for a time, I was a Jaguar mechanic. So, this was a chance to blend my car hobby with my passion for the concept of how to do IT successfully. But I also came around to the idea of IT Entropy because, during the event, I found out there were some unhappy Dell Hyperconverged customers and the cause was something I’m calling IT Entropy, which will likely hurt Jaguar’s effort to convert old plants to this new concept. Let me explain. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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DEW17 – Digital Transformation Begins at Home

In last week’s Pund-IT Review, I discussed Dell EMC World 2017’s central theme, Digital Transformation, how it related to the evolution of both companies and why that makes the combined organization an astute guide for businesses pursuing transformative efforts. This time around, I’d like to aim the lens back at the company and consider how Dell’s acquisition of EMC is both enabling and powering the transformation of its traditional client PC group and the newer OEM/IoT business unit. The thoughts and conclusions I’ll share are based on meetings I had at Dell EMC World with company executives. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Feeling Transformed after Dell EMC World 2017

When I wrote about my expectations prior to Dell EMC World 2017, which you can read here, I expected this show to be a bit of an anomaly. With the show happening so soon after the one in Austin, I had lowered expectations on the number of new storage product announcements. I thought I would use the time to better investigate how the merger is progressing. I have not been shy to point out that prior to the merger, these two companies had dramatically different cultures. And I wanted to see if the two companies fit together like oil and water or like yin and yang. What I learned at Dell EMC World left me hopeful not only for the future of its storage portfolio, but the rest of its product offerings as well. To read the complete article, CLICK...

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Dell EMC World – ESG’s On Location Video Insights

While Dell EMC was busy in Vegas last week talking about Digital Transformation (of organizations) and the IT Transformation (of, duh, IT) that underpins it, many of us were equally interested to see what had, and is, transformed within Dell EMC itself…..the portfolio, the approach, and people’s attitudes (both employees and customers). I’ll keep this brief because the video we made at the event is a full 7 minutes – but, knowing that in advance, hopefully you’ll find it a valuable 7 minutes as you’ll get succinct insights from not just me but also four of my colleagues – Jason Buffington (on DP), Scott Sinclair (on storage platforms), Terri McClure (on converged platforms), and Kevin Rhone (for the channel perspective). To read the complete article, CLICK...

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IBM and Nutanix Ink Hyperscale Alliance

IT vendors typically engage in strategic alliances for two reasons: 1) to extend the market reach of their existing products, and 2) to explore potential new markets and use cases. The new alliance between IBM and Nutanix pushes those two hot buttons for both companies. What are Nutanix and IBM planning to do? In short, the initiative aims to port the former’s Acropolis Hypervisor (AHV), Prism management software and Acropolis Container Services (ACS) to the latter’s Power Systems platform. That will result in turnkey, hyperconverged, Power-based solutions for large global enterprises. Which workloads and applications will be targeted? IBM and Nutanix noted three areas of particular interest: To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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