Dell Technologies World: Power to the People

Dell Technologies World this week was about expanding the Digital Transformation story, this time through the entire technology family. With his keynote on Monday, Michael Dell extended the idea of digital transformation beyond simply a competitive necessity (“technology strategy is business strategy”) to becoming an engine by which businesses could positively change the world as “technology amplifies human activity.” These...

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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,...

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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...

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Dell 3.0 Takes Center Stage at DEW

Austin, Texas:  The critical question arising from the inaugural Dell EMC World event — at least for me, an IBM, HP/E and Dell/EMC/VMware investor — is what makes Dell’s prospects any brighter than those of its two main competitors, IBM and HPE, and the trio of enterprise vendors offering more limited portfolios — Cisco, Oracle and Lenovo? IBM has seen its sales shrink for the last 17 quarters, HPE is just shrinking,...

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EMC, Dell, Pivotal, Microsoft, and … Ford?

Last week was interesting. I spent most of it in Las Vegas at EMC World, which was as much about Dell as it was about EMC itself. There was a ceremonial handoff from Joe Tucci to Michael Dell to lead the new combined entity, but Jeremy Burton was perhaps even more in the spotlight as he outlined the vision. Much of this vision was about the balance between traditional data center environments and something he called...

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