Has Dell Got The Winning Ticket To The DT Sweepstakes?

A significantly larger and much deeper-in-debt Dell has packed up the inaugural Dell EMC World event — 8,000 attendees — and will hold DEW2 next May in Sin City (or as I call it, Lost Wages). With the just-completed acquisition of EMC, the new enterprise business, Dell EMC, is the largest enterprise storage and server vendor, but while storage capacity and server unit shipments continue to soar, prices and margins continue to erode. In addition to the IT industry’s largest debt load, Dell added significant resources in enterprise storage (EMC), virtualization (VMware), cloud (Virtustream, Pivotal and ECS), networking (SDN/NSX), all-in-one appliances (VCE) and security (RSA). The company also has investments in 150 companies for future technologies. It moved into top spot in server shipments for the most recent quarter, while EMC tied for first place with HPE ($1.6 billion each) in enterprise storage, with Dell in third place. In total, Dell claims leadership in 20 Gartner Magic Quadrants, but where is the growth and profitability going to come from? At DEW 1.0, the company called out digital transformation (DT or DX) as its future, while beefing up its present with a variety of cloud, appliance, analytics, security and flash announcements. “I say we’re going to be the trusted provider of essential infrastructure for the next industrial revolution,” said Michael Dell in his keynote. We’re facing “the sunrise of a new era… digital dawn” and the opportunities are huge, he added. Or as GE’s CIO put it in a video at the show: “You go to bed an industrial company and wake up as a software and analytics company.” Technology is undergoing sweeping changes as a result of cloud, analytics, software-defined everything, Internet of Things, mobile and social, and these technologies/applications are helping to drive the digital transformation impacting every aspect of our lives. Dell is now the biggest enterprise IT vendor offering the broadest portfolio of hardware, software and services, while its two closest competitors fall further behind. IBM continues to struggle with growth while HPE continues to struggle with its smaller-is-more-agile-and-therefore-more-relevant philosophy. “At Dell EMC World you’re getting a look at the next great technology company,” said Dell. David Goulden, President and Chief Commercial Officer, Dell EMC, believes the company has first-mover status in both the datacenter consolidation currently driving the enterprise IT market, and in the emerging digital transformation. He also believes Dell is best-positioned because of its size and breadth. “We don’t see many customers say I want more partners.” They want fewer, more capable IT partners, not a bunch of point product vendors. He calls Dell EMC and its DT focus “a game changer.” Other...

Read More
Cloud Highlights Dell EMC World
Oct19

Cloud Highlights Dell EMC World

Austin, Texas: A number of announcements were made at the inaugural Dell EMC World event (as well as VMWorld Europe), including a several cloud-related items. While not necessarily more significant or relevant than the other news, I decided to focus on the cloud items because cloud seemed to offer more perspective about Dell’s future, than its present. Dell’s Elastic Cloud Storage (formerly Project Nile), acquired with EMC, is a software-defined, cloud-based distributed file and object storage platform that manages data as objects. While it’s market segment represents an attractive solution for soaring data growth, it is not seeing corresponding growth, according to a study released at the start of the year. The ‘object storage market gains remained lackluster,’ although that should change: the ‘increased pressure on the storage infrastructure to scale bigger, protect longer, and keep more data active in more locations will likely continue to drive IT organizations to seek to deploy an architecture that can cost-effectively solve not only the scale challenges of today, but also those of the next decade or two in the future. For many organizations that architecture is object storage.’ Fast forward 9 months and following “good momentum”, Dell is making five ECS announcements, including software and enterprise enhancements, an appliance, and a single-tenant version due out later this year. While the announcements will appeal to existing customers, the intent is to grow the customer base, said Varun Chhabra, Director of Product Marketing for Dell EMC Emerging Tech Team. We’re “growing really fast,” he told IT Trends & Analysis. While the news should appeal to both existing and new customers, the “focus still remains on continuing to penetrate new accounts.” Given its position, Dell would seem to have nowhere to go but up. Chhabra said their goal is to equip customers on their journey to the cloud, wherever they may be. “We have to continue to innovate to provide customers that value.” It’s all about enabling choice for customers, and continuing to innovate, he added. Earlier this month VMware and Amazon Web Services announced a strategic partnership under which VMware’s software-defined data center (SDDC) offering will run on the AWS public cloud in mid-2017. With VMware Cloud on AWS (the new platform), customers will be able to run applications across VMware vSphere-based private, public and hybrid cloud environments using their existing VMware software and tools for a full range of storage, database, analytics and other services. “We see that we could bring together the best of both worlds,” said VMware CEO Pat Gelsinger. “The best of public cloud and the best of private cloud are coming together.” Earlier this year the company unveiled...

Read More

EMC’s 2014 MegaLaunch – a Tour de Force? (Includes Video)

Last week EMC held the fourth of what it has now established as its “MegaLaunches.” The scale of the events that surround these launches is consistent with the range of announcements that are included. EMC has never been a company that can be accused of being backwards about coming forwards, but even its most vociferous critics and ardent competitors would – albeit no doubt reluctantly! – have to concede that the substance that was delivered to the market last week had some real weight and value. Of course with so much to cover and comment upon it’s hard to do justice in one blog: however, with the help of my colleagues Terri McClure and Jason Buffington, I hope that this video blog will do a darned fine job of not only covering the announcement highlights but also giving you a flavor of the event. While the video itself is longer than we usually produce, I would – with all due humility – commend it to you as a great overview, as I think it feels way shorter than its 8 minute run time. To read the complete article, CLICK...

Read More