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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DEW17: It’s Mainly About DT… and IoT

LAS VEGAS:  In a preview of a plethora of pithy product pronouncements, Part 1 (PPPPPP1 or P61) I’ve taken the first set of Dell EMC’s announcements based on leading-edge hype, digital transformation (DT) and Internet of Things (IoT). The more mundane offerings like storage, appliances and cloud, have been relegated to Part 2, while a seemingly revolutionary new payment plan will get its own focus in Part 3. Only time — and the market — will tell if I got these right. However DT is the focus of both Dell EMC, and Dell EMC World 2017, so that’s where I’ll start. First, while there were DT-flavored announcements, i.e. Dell EMC Drives IT Transformation With the New 14th Generation of PowerEdge Servers and Dell EMC Powers IT Transformation with New Open Networking Products, there were no specific DT products and services announcements. That might be because digital transformation is more of a business phenomenon than a product or service that you can buy. It’s more about the people and processes; products and services are only a means to an end. The only DT-branded announcement, and IMHO that’s a stretch, is the upcoming 14th generation of the Dell EMC PowerEdge server portfolio that help customers drive IT Transformations. The company says it delivers innovation in three areas: a scalable business architecture; ‘intelligent automation’ via expanded APIs and the new OpenManage Enterprise console; and integrated security. Availability is scheduled for mid-year, i.e. real soon. If DT was more a premise or promise than a product, there were a number of IoT announcements, including those from Dell’s VMware subsidiary and Atos. The company bills itself as an ‘IoT heavyweight’, the industry’s ‘broadest IoT infrastructure solutions provider’, and has a ‘complete edge-to-core-to-cloud portfolio of infrastructure for IoT solutions.’ The VMware Pulse IoT Center is a secure, enterprise grade (IoT infrastructure management solution that will enable IT and operational technology (OT) teams to control their IoT infrastructure and things. Due out later this year as both a standalone solution by VMware and partners as well as a bundled offering via partners such as Dell EMC and others, it will provide IT and OT teams visibility and control across their IoT use cases, while offering peace of mind with security capabilities throughout the IoT value chain, stated Mimi Spier, vice president, IoT, VMware. The Atos partnership revolves around an IoT service management framework (Atos Codex IoT Services), that will enable customers to be in control and assure that all users ‘can continuously create value from their connected devices.’ Although very much a work in progress, the framework is available now, combining Dell EMC hardware and software...

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Dell EMC & VMware… Multiple Manifestations of SDS

Recently my colleagues and I were embroiled in an intricate discussion with some of the Dell EMC/VMware team about the status, applicability, and positioning of the various SDS manifestations that behemoth now offers. And suddenly I had one of those “the penny dropped” moments…not of the “epiphany/eureka” type, but more of the “yeah, I knew that but all-too-often overlook it” type. And one more thing before I say what it was: it’s also somewhat ironic when you consider the tangled semantic machinations we have all gone through as an industry to actually define software-defined storage that we have – dropping penny time – overlooked the fact that it is an approach (or concept), and not a specific thing (or singular manifestation). Like many such moments, its outcome is really rather obvious and simple….having storage functionality as software not only allows, but one might say demands, different implementations and deployments in order to address different needs – be they of situation, scale, workloads, attitudes, or indeed as any or all of these change over time. While that’s great for IT users (as, with SDS choices, they are more likely by definition to be able to tune a tool to what they need), it can be something of a challenge for IT vendors, since they now have to provide inter-product positioning and applicability advice. Although, frankly, it turns out this is not a challenge for many vendors or to much extent……for the simple reason that very few vendors actually offer a choice when it comes to SDS! To read the complete article, CLICK...

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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 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...

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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...

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