DellEMC

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

By Digital Matrix - I mean that the nature of industry competition is again changing where those co's who leverage digital infrastructure - cloud, mobile, transactions, security...are leading the transformation

Uber, AirBnB, Waze, Netflix, Amazon, BitCoin are riding on top of/leveraging a digital fabric to compete...not just inventing but cobining tech

what is clear is that to win (and survive long term), you need to offer one stop shopping, end to end and control all pieces to the stack. Still many gaps in Dell+EMC and that’s the problem.

Whatever the outcome - @MichaelDell has a way of making big moves and changing the game

Dells business is based on commodities and was commoditized and why they went private. You think adding EMC will really save them? Where is the IP? The R&D strategy? Bigger doesn’t mean better. Look at HP.

I think those companies that can either leverage or drive the Digital Matrix will be the winners...

this isn't HP/Compaq. HP/Compaq made no sense on paper. Dell/EMC makes sense on paper at least. /@mjasay

@CTOAdvisor I don't think it makes sense even on paper. Dell is all about living in a low margin, streamlined distribution business selling commodity products, EMC (was) the king of storage with high margins. The lengthy integration/merger will kill them

@Phil_Dunn1 the length of the integration is a factor. The market can change a great deal in 1 year.

via @storagezilla "EMC II becomes Dell Enterprise System Business, run from Hopkinton. Gains server business. $30B+ revenue on day one."

Interesting that essentially EMC is choosing to go private - like Dell, BMC, Informatica, etc. by partnering up with MSD

is EMC really going private? Will big companies buy private when they can't see how healthy (or not) the company is?

A lot of good senior people cashed out and left Dell after it went private, top EMC performers will be getting lots of job offers too.

Oh yes, the departures have already begun and I can hear the musical chairs beginning already. Vmware lost great execs already like Ben Faith and Chuck Hollis amongst others.