ESG's Mark Peters, Mike Leone, and Scott Sinclair talk about their expectations for Dell Technologies World 2019
Read the related ESG Blog(s): Pre Dell Technologies World Thoughts and Two Questions That Should Shape Dell Technologies World
Mark: Hello everyone. With Dell Technologies World or DTW as those in the know like to call it just around the corner, we thought it would be time to have a discussion about what we expect to see and hear at this year's events. I have Scott Sinclair and I have Mike Leone. Scott, I'm going to come to you first. If you like from the most traditional side of the what was the EMC now obviously part of Dell, the storage and perhaps the server side of things, could you start by telling us what you're expecting hoping watching for at the event?
Scott: Sure thing Mark. I think one of the things I'm really looking for is we've seen again innovation from the greater Dell technologies across multiple avenues. And essentially the company has been a very it seems like a very successful conglomerate of a number of different segments and as Michael always reminds me every time I open up my Wall Street Journal in the morning with their advertising, they've had success in that in that manner. What I'm really looking for is with all these technologies, where are the opportunities for Dell Technologies to cross-pollinate? We've seen a little bit of this with HCI. Now with new questions around and opportunities around hybrid cloud, is that an area where possibly Dell Technologies could be innovating could be cross-pollinating across their segments to deliver a solution? It's how... is Dell able to create this one plus one equals three combinations across all their technology portfolio.
Mike: Yeah. Just to kind of re-emphasize what Scott was saying, I really think this hybrid cloud message is going to be the focus point of this event, right. You've heard stories around Dell and VMware, we know how they're interconnected but I'm expecting there to be a bigger message, right. I think that we'll be able to take things like VMware vSAN running on Dell servers, we'll bring in Edge, we'll bring in next-generation workloads and bring all of it together to tell a more comprehensive story, write an end to end story for distributed organizations. And it's not just hybrid cloud right, there's a multi-cloud angle here. So I'm expecting a more collaborative, a more simplified message between these organizations so Dell technologies as a whole can come at everyone with a hybrid cloud story. It's not just Dell it's not just VMware it and not that it has been in the past but I think there's gonna be a better comprehensive story. I think anchoring this story is really going to be a VMware cloud foundation and how they're going to bring that message up a bit how they're going to connect it to VX Rail. There's been a recent announcement around those two connections which is fantastic. I think there's going to be a lot more around that.
Mark: On that question, and perhaps this is supposed to go, on that question of cross-pollination, joining more things together which you both touched on in one way or another, at what point does that reflect I.T. that is getting easier and more, you know, clustered in the way that you do it or does that say that eventually we don't need something as big as DTW because no one in the audience is going to understand everything? Which way does that go?
Scott: I actually think it has something to do with not is I.T. getting simpler but I.T. is getting complicated. The scale that the typical I.T. organization has to deal with is just phenomenal. And I think we've realized this in the analyst community, vendors have realize there's definitely people that are boots on the ground and in I.T. organizations that realize this. Organizations don't have the resources and the time anymore to finely tune every single element of the data center. And companies like Dell EMC and the greater Dell Technologies that have innovations in lots of different areas, there's some simplification that can happen by pulling everything together. HCI is a perfect example of this for the data center but HCI, in my opinion, is a first step to something larger and to me I think that's really where a large opportunity for Dell Technologies lies.
Mike: I think we're driving the need for more intelligence behind all of these systems, behind all these platforms, behind the companies, right? We want more intelligence when it comes to data management, data orchestration. So that's kind of one of the other things I'm really looking forward to hearing, right. It's a matter of how are you making this easier? I.T. is more complex than it's been two years ago. We say that every year and we have the research to back that up. But in my mind it's how are you incorporating kind of next-generation technology - A.I., ML - and how are you incorporating that into existing products to help simplify, right? It's not about these advanced use cases, it's just about making I.T. folks' lives easier to be able to embrace hybrid, to be able to embrace portability and agility. And HCI really serves as a foundation to get there, so does converged especially in larger data centers that have very high performing application requirements that they must meet. So I think that there's a great story and Dell Technologies has been able to tell that. But I think that the angle here is really intelligent hybrid cloud. That's really what I'm looking for here.
Mark: All right. Well, thank you both. That's all the time we have. I'm also always fascinated by the feel of an event, you know, is there a confidence as well as is there a cohesive message. So I'll be looking out for that as well. I'll see both of you there and hopefully many of you watching together with the rest of our ESG fellows. Thanks for watching.