Disclaimer: I recently attendedDell EMC World 2017. My flights, accommodation and conference pass were paid for by Dell EMC via the Dell EMC Elect program. There is no requirement for me to blog about any of the content presented and I am not compensated in any way for my time at the event. Some materials […]]>
Disclaimer: I recently attendedDell EMC World 2017. My flights, accommodation and conference pass were paid for by Dell EMC via the Dell EMC Elect program. There is no requirement for me to blog about any of the content presented and I am not compensated in any way for my time at the event. Some materials presented were discussed under NDA and donrsquo;t form part of my blog posts, but could influence future discussions.I attended an APJ-specific Q & A with Michael Dell. If find these things fascinating because they generally highlight (at least to me) how much of a grip on both the business and technology side MD has. It also reminds me that the poor guy must get a lot of silly questions every single day of the week.Also, blurry photos? I’ve got you covered.
CIOs in India are asking to delivery business value every day. How is Dell responding in terms of the new acquisition models in terms of mid-market and enterprise?
MD: You donrsquo;t do IT for fun. You do it to be more productive, enable growth. You canrsquo;t do anything without IT though. Companies are having to re-imagine their business. IT Transformation. Workforce transformation – not everything is being done with the mobile phone. But there was a rsquo;defocusrdquo; on things like PCs. They got old. Productivity fell. Having the lowest cost PC doesnrsquo;t retrain or attract good talent. And it all has to be secure. The role of IT in business has never been greater than before.
You said that HPE were shrinking their way to success last year. Has your opinion changed?
MD: Wersquo;re continuing to grow. Wersquo;ve made some big, bold choices about our business. Customers have been positive. Strong momentum in APJ.
Compare now and 5 years from now – what will be the biggest changes? And how will you do it? And what market segments do you want to win that you havenrsquo;t?
MD: 5 years, 10 years. The SDDC will become the de facto standard. SDN is starting to emerge. Storage virtualisation is well advanced. Enables moving the focus up to the application level. Emergence of 5G cellular network. Expect it to be a global phenomenon. Itrsquo;s not about phone calls. Itrsquo;s about data. Low latency will lead to different kind of distributed computing. IoT, plus AI and machine learning and deep learning – itrsquo;s going to be amazing. Building the company around these new requirements. Every industry is having to re-imagine itself given this access to data. The art of the possible. Scared of new entrants showing up without that baggage too. Itrsquo;s changed a lot in the last 5 – 10 years.
Which market segments?
MD: Wersquo;re focussed on infrastructure. We want to be the essential infrastructure company for the fourth industrial revolution. Pivotal is creating new kind of infrastructure for the cloud-native world. Not going to do everything, lots of partnerships and alliances.
There was a PC era, there was a smartphone era. Whatrsquo;s the next big thing in consumer world?
MD: From the perspective of the consumer, it will be easier to tell you what wersquo;re not going to do. We’re notreally a company that is mostly focussed on the consumer. If yoursquo;re going to sell PCs to business, the individual consumer must love them. We’re focussed on data centre, enterprise. Donrsquo;t expect voice-activated gadgets to manage your home from us.
In the run up to the merger, the company divested some software assets. Increasingly IT is all about software-defined. How are you going to continue innovating? When do you see a time when IT is a utility, if at all?
MD: Our SW business is much larger than before. We got rid of Quest, but we bought EMC (RSA, Pivotal, etc). What you saw on stage today were a lot of software products. VMware is a massively successful software company. Pivotal is a company that has created a whole ethos to create software. As for utility models, we talked about Cloud Flex program on the first day. People moving to pay by usage model. Wersquo;re happy to embrace that.
US tech giants often leave AU, etc off the guest list for major announcements. Will all this stuff be available in AU? If not, why not?
MD: We operate in 180 countries, we donrsquo;t do everything everywhere. We have a tiered approach. Australia happens to be one of those countries we focus on first. We have a global business in nature. You can expect the vast majority of this stuff to be available all over the world.
Wersquo;ve been hearing good stories about the merger. Any struggles?
MD: Wersquo;re quite happy with the way the combination has come together. Customers have observed wersquo;ve made a lot of progress over the last 8 months. The biggest surprise was that there werenrsquo;t a lot of surprises. I donrsquo;t have a lot of complaints. Customer demand is quite strong. Integration with VMware has gone extremely well. Pivotal and VMware co-operating. Commitments from global SIs, customers. Customers would rather buy everything from one company. Humbled by reaction from customers. Over half of the mission-critical data in the world stored on Dell EMC.
Post-merger, how will the big Dell tech centres in Malaysia evolve?
MD: These centres are very important to us. Incredibly bullish about long-term growth opportunities in Asia. Big part of our past, present, and our future.
You want consumers to love the product. Why did you let Apple rsquo;floodrdquo; the market with Apple machines that people aspire to own?
MD: Applersquo;s marketshare recently reached a 5 year low. Ourrsquo;s is a 5 year high. We aspire to have our marketshare go up.
A lot has been said about India as a big market. How big is India as a market for Dell? What are your plans for India?
MD: Was our third largest market. When combined with EMC and VMware, it wasnrsquo;t anymore. India continues to grow. Broad range of activities for Dell technologies. Itrsquo;s a great place, important and will continue to be.
Interesting session. 4 stars.