Dell EMC World 2016: The Transformation is Just Beginning

"Let the Transformation Begin" was the mantra of the first Dell EMC World and that theme rung true in a variety of ways. While Dell Technologies seeks to transform the IT industry, it must also embrace its own internal transformation. First, let’s discuss the show itself. While it was still in Austin (for the last time it appears), influences from the former EMC World were everywhere. Michael Dell, obviously, led the company's message, but the general sessions embraced the impressive production value that we have come to expect with Jeremy Burton, Dell Technologies’ newly appointed CMO. Attendance seemed to have shot up as well. While I don’t have the official numbers, after the first general session it was obvious Dell EMC World had simply outgrown the capacity of the Austin Convention Center, something that could not have been said of Dell Worlds in the past.

Topics: EMC Michael Dell IT dell-emc HCI VXRail

Dell World 2014: Includes Video

Dell World took place last week in Dell’s part of the world: Austin, Texas. As is ESG’s wont these days we travel with our video equipment….and in just a few lines from now you can click to watch our 7 minute summary of what struck us as most interesting.  Now of course our interest tends to follow the coverage areas of the attending ESG analysts (this time, myself and Scott Sinclair on the storage beat, and Nik Rouda looking out for all things big data/analytics), so let me just start with an overall impression from the event. To me the biggest takeaway was to see the genuine and renewed sense of confidence pervading Dell, whereas a year or two back it had seemed somewhat "lost"). Going private (this was the 1 year anniversary of that) has clearly had a strong, positive impact….now of course Dell now has no obligation to share any specific details regarding results or sales, so it did at times sound a bit like the "everything is wonderful" mantra that one naturally gets from startups. However the confidence was not just stage-based....there was a palpable comfort and high morale from the staff.

Topics: Storage Dell Michael Dell

Dell: In Search of a Private Road

When I hear the expression used, “We are trying to change the tires while the car is still moving,” I cringe. Even the most efficient tire changers in the world, the NASCAR pit crews, still require the vehicle to come to a full stop. Wall Street doesn’t allow full stops. Dell, while having done quite well turning its business model towards wider IT systems and services, based mainly on a slew of enterprise IT oriented acquisitions, initially punctuated by the purchase of Perot Systems over three years ago and underscored by the addition of ex-IBM and ex-CA Technologies turnaround specialist John Swainson in 2012 to run software, isn’t quite a NASCAR pit crew.

Today’s announcement of the pending leveraged buyout clearly is intended to give Mr. Dell the room and time he needs to take his foot off the quarterly brakes without the spreadsheet-toting stare of Wall Street handing out traffic violations. The drama of the largest privatization in the history of information technology may not quite have ended, however, because the deal still needs to go through a long list of approvals, with Dell allowing for a healthy six month window before close.

Topics: Cloud Computing Storage Microsoft Data Management & Analytics IT Infrastructure Private Cloud Infrastructure Networking Dell Compute Perot Michael Dell