DellEMCWorld

DellEMC World in Austin
DellWorld is now DellEMCWorld. Join @theCUBE for all the live coverage
   7 years ago
#DellEMCWorldDellEMC World 2017LIVE DellEMCWorld. Join @theCUBE for all the live coverage
John Furrier
Love the line you go to bed an industrial company and wake up a software analytics company. CEO of GE
John Furrier
the cloud is an operating model for IT it's not a place says Michael Dell
John Furrier
Dell is on fire on stage like he is on #theCUBE
John Furrier
hey @stu this is the new DellWorld Chat for DellEMCWorld cc Bert Latamore @bertlatamore and @dvellante
Bert Latamore
Dell/EMC's Ashley Gorwakhpurwalla live now on #theCube @DVellante @Stu http://bit.ly/2dZ6Kv...
Bert Latamore
Dell/EMC #1 in server shipments (not revs) Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Today have to be relevant in converged & hyperconverged infrastructure. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#EMC #VCE was storage centric. We were the #1 server partner out there. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
We hit ground running in merging products. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
From Day 1 EMC knew it bought Data General for the the storage, not the servers. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#EMC had good knowledge, instrumental in helping #Cisco grow its server business. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
We already putting together a converged infrastructure. Now we have everything we need. Don't have to partner. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Customers get one company that can service the entire hyperconverged platform. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#VXrail now on #PowerEdge. Gives greater HPC capability. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Density lets them down to 3 Us for a minimum. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
VXrack provides opportunities to scale out with different software stacks. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#ScaleIO is taking up as a software infrastructure agnostic of hardware. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
80% of customers want to build their infrastructure. They know how & know their business. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Who else can offer every stop between the full build & full buy continuum? Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Workloads around big data, BI are advancing in the enterprise. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Clients always under-call the amt of data they have & use. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
The growth is in making decisions in real time. If U can get there faster U can beat Ur competition. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Unified comms can be off-load it onto the cloud, SaaS. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Companies focusing on BI, analytics, search. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
In any of the infrastructures U need node responsiveness. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
U need connectivity. FIrst to have 25 Gig, wil lbe right there with 32 Gig. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Modular infrastructure needed with fast build-out. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Need edge compute for instant decisions Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Node-to-node connectivity = people have lost money betting against Ethernet. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Photonics will get there some day. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Network protocols may be different for different people with different uses. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
We are leaders in modular data centers, based on hyperscale work. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Why not optimize the entire environment? Modular is the way to go. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#China is a great place for us. But different set of server/infrastructure competitors. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
A lot of our global products do well in China. We also do some things specific to China. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
We're about the long term. As a private company we don't care about quarterly stats. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
What we do for our hyperscale customers can apply across the hyperscale market. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
We have all the assets. Now it's a matter of focus on the right solutions for each market. Ashley Gorwakhpurwalla #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#Wikibon Co-Founder/Chief Analyst David @DVellante, Peter @PBurris & Sr. Analyst @Stu Miniman kick off day 2 of wall-to-wall coverage of Dell/EMC World live on #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#EMC grows margin has held up well but definitely there is pressure on cashflow. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
we're entering a new era of IT where cloud drives the conversation. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#DellEMC has to keep costs down. It has to make cuts, streamline operations. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
The concern I have with #EMC is even with a home run it may not keep them growing because they r so big. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#EMC doing well in several growth areas and wehre #DellEMC wil lbe better. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Where are the high scale economies? Not obvious that the economies are there. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Where are the efficiencies? It's where they address customers. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Will #DellEMC generate significant efficiencies for customers, one contdract to cover broad product lines. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
efficiencies are all about how #DellEMC engages customers. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
if 60% of #DellEMC sales are through channels then a significant part of how they engage customers is there. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
There's clear examples of growth by acquisitions. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
They chose the right perspectives, chose top people to drive the integration. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
It all comes down to how the customer reacts. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
Cuts will happen, people will leave. Overall the feeling is good. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
No seismic changes that might scare off customers. @Stu #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
It's a good team & the bench also is good. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#Dell is more customer oriented. #EMC is focused on execution. @PBurris #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
#DellEMC is the big supply chain giant now. That should make it competitive with the #ODMs in 3Hyperscale. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
The debt service today is less than #EMS's stock buybacks & dividends. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
I don't see them distracted. They're focused on customers. @DVellante #theCUBE http://bit.ly/2dZ6Kv...
Bert Latamore
it will come down to how well #DellEMC serves & maintains its customers. @PBurris #theCUBE http://bit.ly/2dZ6Kv...