DellEMC

it's gone now the cloud is here

full of sound and fury,
Signifying nothing.

the hosted server with APIs (cloud) with "fatter than ever" clients will be just fine (mobile)

But will enterprises trade one form of lock in for another

if you were at reInvent, the answer was a resounding "yes"

i was -- watch the cube :-) -- AWS has great advantages in their own environment but there is a lot of environment out there

@lleung here's AWS' take on storage https://youtu.be/We9...

- i agree that there can't be only one IaaS cloud, but will there be two (MSFT), or three (Google)? There will certainly be a lot of SaaS.

@stu - amazing range of data services

If they want the enterprise, there needs to be two. Competition and lock-in fear are still key.

@stu back when i was on the ISV side, AWS storage was like a buffet, and that was four years ago.

Leo I am with Tim. the cloud is the future but the on-prem/data center will be so large for the rest of our lives, impossible to ignore

hybrid infrastructure is the play, not hybrid cloud.

Spot on! I talk volumes about this. the on-prem DC will not go away for a long time.

To be clear, the future is #cloud. But the on-prem #datacenter is a reality. Hard to ignore.

@tcrawford - no doubt at all - data is more valuable than ever - often too valuable to put in a third party's hands

Also there are some interesting arguments about when private cloud is as agile or more cost efficient

From now on, infrastructure competes for applications, not the revers

the only question is the eventual split between on-premises, hybrid, and purely public - for now - for the biggest - it's majority on-premises

leo, i think fluidity across environments matters a lot v. split

but not argument the trend line is massive growth of public cloud

- i'm biased, but fluidity within the environment is key as well

No argument. Agree 100%

. @ascohen what will be Dell's security play? RSA? or other?

Good question: Secureworks is coming straightoutaDell

@furrier combine RSA with Secureworks and spinoff.

#dellemc feels like a 100% client-server infra consolidation play

security has to be decoupled from the infrastructure because infrastructure is fluid

- the few service-based acquisitions that RSA made were interesting - that's where security is headed

Leo, I would beg to differ

- just looked up #illumio - oops ;)

All good Leo. to @furrier 's question...no discussion of security. Lost opportunity

- would love a focused discussion on security in the age of cyber-crime / cloud / humans still being humans

RSA assets are really old and outdated in Security. their legacy security solutions cannot protect against advanced APTs, Malware and insider threats.

@furrier agreed, "the street" has spoken; the direction is unstoppable - the cloud is in - it's done. Just waiting for the slow kids to catch up.

I'd vote consumer confidence.

How about defining a strategy to keep them alive for next ten plus years? Something pertaining to Cloud would help ;-)

Dell was just bragging how they sell cheap storage to Cloud vendors. Reconciling their commodity business to this new business is going to be a challenge.

@Phil_Dunn1 apparently there was a big cloud announcement coming from EMC in Mid-Oct. we'll see if that still happens.

@CTOAdvisor is Dell really prepared to compete against the Asian ODM's? That’s what pushed them to private. I didn't notice any mention of how new Dell-EMC will address Cloud during Webcast. Did you?

And how is Dell+EMC going to compete against Public Cloud? Doesn't seem they have a strategy for Public Cloud-I give them 5 years

@Phil_Dunn1 agreed that their strategy isn't clear. but can also argue that none of the existing HW/SW vendors (except MSFT) have a strategy that competes well with AWS.

I disagree. AWS has only a public cloud strategy. The worlds datacenter aren't going to shut down & transfer all to public. So having a private cloud & hybrid cloud strategy is critical. Oracle is one of few offering an end to end cloud strategy

@Phil_Dunn1 agreed about not shutting down, but the larger growth will be around public clouds. massive investments and engineering skills (across all types of apps) needed to be successful there.

While Cloud is growing rapidly, according to majority of big analysts, the biggest growth is still in private cloud right now and foreseeable future. And yes, the Apps/SW is key to win

Cost cutting within the EMC pieces.

@Phil_Dunn1 agreed Phil, I think EMC had some good momentum but far from where either DELL or EMC needs to be

preserve the run rate cash flow businesses

AWS competitor asap

@Phil_Dunn1 they will have to look at VMware publc cloud announcements as the savior

@furrier but they don't have a competitive offering to AWS at this point. does the merger still invest in Virtustream/vCloud at levels that let them compete with IBM or Oracle Cloud or SAP offerings, which is the Enterprise focus?

Financial Engineering first. Its a private equity deal, so bean counters run it for first 12 months, sort out all inefficiencies.

@furrier AWS has been disrupting all box movers to move to cloud and up to stack

@furrier excited to see how #Cisco and #HP will play their M&A out in hyper converged capabilities

@feolivei so are we my guess is the M&A will heat up big

@furrier great window for start-up to leap frog customers while this integration play out

@furrier Nutanix getting more marketshare, btw, what about next wave of a frankenstein market around sesundary storage (DR, Back-up). #Cohesity?Marketis shifting so fast, excited