In this ESG On Location Video, ESG's Mark Peters and Jason Buffington relate their impressions from three different events held by Dell Technologies in New York.
Read the related ESG Blog: Dell’s IQT – A New Work State of Mind? (Video)
Announcer: The following is an ESG On Location video.
Mark: This week, Dell Technologies held an interesting event, actually, multiple events in New York. You'll notice I said Dell Technologies, yes, that's the umbrella organization, and we heard from just about all the component parts, including Dell Technologies Capital, the investment arm, with fascinating stories of early stage money that they have into machine learning, fog computing, internet security, and specialized processes optimized for AI and human genome analysis. That linked well to the IQT Day, the IQ of things. It's what you get when you cross IQ and IoT.
Aside from the razzmatazz, the launch included news of a focused organization to bring all this together. Michael Dell was animated and convincing in his enthusiasm that this is not about humans or machines, but about humans and machines. One could be forgiven for thinking that Dell intends to deliver everything for IoT. What Dell does no doubt want to do is extend its foremost infrastructure vendor intent to the IoT world. Now, that should be attractive to many deployers and could cause some concern to the competitions since there's a requisite degree of breadth, both portfolio-wise and geographically, and engineering capability that's needed to have any realistic shot at this. Few players have that. Dell does.
Dell mixes IT, IoT, IQ, but adds its own special sauce of ubiquity, which is all why I, one of the infrastructure dudes here at ESG, am commenting here. Because this evolving internet and all the data from all those things still has to be housed, processed, stored, and protected somewhere. And reassurance of Dell's rightful place are the forefront of all that, was the aim of the rest of our time in New York.
Dell's portfolio of companies and products gives it all three long arms to wrap around many problems. Service, storage, networking, VMware Pulse, Pivotal, EdgeX Foundry, HCI, data retention, distributing analytics, Boomi, the list goes on, and they're services overall. Now, of course, especially these days, all this data, IT or IoT must also be protected.
Here's my colleague Jason Buffington with his thoughts to the event.
Jason: When you modernize production, you have to modernize protection. In the Dell story, they have a lot of production to modernize and automate and transform, and those are some of the three tenets we're hearing about this week. When it comes to really transforming data protection, there's a couple of things that Dell's really focused on right now. Certainly, integrating and simplifying via the integrated data protection appliance and then also what I like to think of backup-less backup and moving data directly from primary storage and primary workloads directly into the data protection storage tiers. Now, that's a different kind of architecture that changes the math in virtualization, it changes the math in large-scale databases, and even in just in primary file-based storage, and those are gonna be really interesting angles to look at.
The other thing to watch for from Dell in 2018 is gonna be how cloudy is their data protection story, because you can't have a digital Tranformation story without the cloud and Dell's cloud story is still in the coming.
Mark: Thank you, Jason. I'm not gonna go into much detail on all the other products at the summit. For one, because I do focus on infrastructure, and for another, there was plenty of stuff covered by NDAs. But suffice to say that the combined Dell-EMC organization is more focused on providing a good meal than selling individual ingredients. That's because it can be focused in that manner. That's because it makes sense and as Michael Dell said, that's because IT is becoming BT or Business Technology. And here, as with its IQT aspirations, if you were to be a genuinely unbiased vendor, then not only does ubiquity matter, but so does pragmatism about which part of the portfolio is most important to any given customer on any given day.
Sure, there's still plenty of issues and market challenges these two companies continue to work through their mega integration. But the realistic opportunities are far greater. Jeff Clarke summarized things by saying he likes his hand, and I'm not sure I'd bet against him.