Is this Dell's Carpe Diem Moment?

At Dell’s Annual Analyst Convention (DAAC) last week, Michael Dell and his top lieutenants echoed various memes that were evocative of a startup culture:

Topics: Dell DAAC

Data Protection Perspectives from Dell Analyst Conference 2015

Is 'Backup' a four-letter word at Dell?  Maybe, depending on who you talk to.

If you watched my video summary from Dell’s Analyst Conference in 2014, I was initially excited about their four pillar story being around three platforms [Transform], [Connect], and [Inform] being underpinned by [Protect] that are expanded as Security and Data Protection. That is especially poignant considering ESG’s 2015 IT Spending Intentions' top two priorities for organizations of all sizes is Information Security and Improve Data Backup and Recovery:

Topics: Data Protection Dell DAAC

My thoughts on the Dell Annual Analyst Conference 2013

Even though I’m fairly new to all this, I find it interesting when large technology companies hold analyst events. Interesting because the events present a great opportunity for us to learn what the major message and strategy are going to be for the next 6-12 months. Sometimes these presentations are all very slick and polished and hard to get much out of them other than a few good sound bites. It is always important to listen for patterns and in the end, it is more about what the companies we follow do than what they say. Questions that come to mind are things like: Are they all on message? Is there passion and consistency in their strategies? Is it coming from the top down? What’s the hallway chatter around the coffee table? Etc.

This was my first time to Dell's analyst event so I can’t compare it to previous years. What I can say is the event was well run event with excellent access to executives. Heck, I even got to chat face-to-face with Michael Dell himself on the first morning. The presentations were not-kill-you-with-slide-ware, timed well, and had adequate time allotted for questions. All the execs spent time talking to us at the breakfasts, hallway, dinners, etc—the access and candor were outstanding.

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