Update on Dell Technologies – W/Howard Marks
Keith, Mark and Howard Marks are all headed to Dell Technologies world. After the $57B purchase of EMC, what are the three impressions of Dell Technologies post-acquisition? The three debate if there’s an argument for an all Dell Technologies stack vs. Public Cloud.
2:30 – Defining Dell Technologies.
5:30 – Dissecting DellEMC
10:00 – Does DellEMC have a different mission than EMC
11:30 – The new ScaleIO strategic direction and Software-Defined Storage
13:30 – Nutanix’ software only position vs. DellEMC
16:00 – The impact of the death of DellEMC Code (Mark calls BS on Dell’s open source strategy)
18:00 – Is VMware better on Dell hardware?
19:00 – NetApp’s messaging vs. DellEMC messaging on developers.
22:00 – Complexity in DellEMC vs. VMware customer relationship. Does Dell Technologies now have the same problem as a pre-spinout HPE and a current Cisco?
24:30 – Is Dell too big to find solutions to customer problems?
26:30 – Is the Dell acquisition of EMC good or bad for the customer?
29:00 – Is there an argument for an all Dell Technologies stack vs. Public Cloud?