Business Unusual: How the Dell-EMC Merger Sends Shockwaves Across the Global Storage Market
Business Unusual: How the Dell-EMC Merger Sends
Shockwaves Across the Global Storage Market
Transcript of a discussion on the customer impact from the expected merger of two IT industry
giants with very different corporate cultures.
Listen to the podcast. Find it on iTunes. Get the mobile app. Sponsor: Hewlett
Dana Gardner: Hi, this is Dana Gardner, Principal Analyst at Interarbor Solutions, and you're
listening to BrieﬁngsDirect.
Today, we present a sponsored podcast discussion on the impacts to the global storage market,
now that the $67 billion Dell-EMC merger deal appears imminent. The proposed merger, which
also includes EMC’s majority control of VMware, has been controversial
from the start.
A massive and complex ﬁnancing apparatus, largely built on private equity
debt, undergirds the deal, with privately-held Dell taking over the publicly
traded EMC and VMware federation. This largest IT vendor deal ever is
expected to close sometime between now and October 2016.
While EMC CEO and Chairman Joe Tucci has assured the storage and IT
infrastructure market that the mega deal means business as usual, many observers, including
analysts from Gartner, take a different view.
We're now joined by two storage industry experts to explore how consumers of storage
infrastructure can best prepare for the expected storage shockwaves from the Dell takeover of
EMC and VMware.
What Industry Experts
HPE Storage Leadership and Innovation
To help us sort through the unknown unknowns of such an unprecedented business merger in IT,
please join me in welcoming Jorge Maestre, Competitive Strategist, Global Storage at Hewlett
Packard Enterprise (HPE). Welcome, Jorge.
Jorge Maestre: Thank you. Good morning, Dana. How are you?
Gardner: I'm well. We're also here with Craig Rice, Business Architect at Integris Solutions
Group. Welcome, Craig.
Craig Rice: Good morning, Dana. Good morning, Jorge.
Gardner: Jorge, let’s start with you. Even before this Dell acquisition of EMC was announced
back in October, the storage market has been undergoing signiﬁcant transformation. So, before
we delve into the impacts of the deal itself, let’s set some context here. What have been the major
trends impacting the global storage business, and why did they prompt such an unprecedented
merger in the ﬁrst place?
Maestre: That’s a good question. Obviously, we start with ﬂash storage.With ﬂash as a focal
point of primary storage in the data center, the technologies have evolved. Well, in the case of
ﬂash, we're not talking about an evolution; we're actually talking about a revolution. It has
completely trumped what you have with spinning-disk media storage.
You saw a lot of different opportunities for a lot of different vendors to jump in
here and be the ﬁrst with ﬂash. EMC didn’t have a head start technically. That
hurts, when you have vendors like Pure Storage, or ourselves at HPE obviously,
or some of these other names like SolidFire and Kaminario.
And as companies are consolidating their primary storage into these ﬂash
footprints, which can be hyper dense now, what we found is that other
[infrastructure] technologies have emerged. These technologies and these trends
have been here for a while, but now … they are very complementary to primary storage. You
now have use cases in your data center where you can take advantage of things like hyper-
converged or software-deﬁned, or even just reinvest in ﬁle.
Now, you're looking at a data center that needs to have a completed picture. For all of EMC’s
bravado, for all of their product set, for all of their ability to sell, the completed picture from
them isn’t something that necessarily has always looked pretty.
We saw the result, which is the constant revenue decline. I think they're in consecutive quarters
of revenue decline, and in some cases, they've taken a pretty bad hit. They've lost the midrange.
The number-one product in the midrange is the HPE 3PAR. They lost that segment, and that was
They've seen VMAX revenue decline by almost 50 percent or
more in the last few years, and so it has painted this picture of this
huge conglomerate, monolithic company, maybe losing its way. The
merger was at the right time.
Gardner: So, we have technology changes. There are economics issues, but it’s interesting,
Craig, in the storage market there is more and more demand for storage. People have more and
more data in more and more formats and they want to use it more strategically. How is it that we
have, on one hand, growth and demand for storage, but poor economic yields, as Jorge has
pointed out, from EMC’s traditional business?
Rice: I disagree a little bit with Jorge. I think ﬂash is a contributing component here, but the
catalyst that’s causing the greatest amount of disruption is shareholder value. Let’s take a look at
what’s transpired over the past year.
We have an activist investor that’s been bullying EMC for quite some time to
divest themselves from VMware. VMware is a catalyst that adds value to their
storage array. We look at other organizations such as NetApp and how they had
to acquire SolidFire.
We have companies such as Pure, an upstart that’s done maybe $200 million in
sales and an innovating leader .
When you look at this, the whole challenge, the true disruption in storage, in
the IT market then stems from shareholder value. What uniqueness do any of these mergers and
acquisitions bring to the end-user customer? How does a technology change, or an innovation of
ﬂash, drive value not to IT, but to the lines of business? That’s what we've been seeing here at
Gardner: So clearly, there are business motivations from EMC and Dell that might not
necessarily be the same motivations that their consumers, their customers, are facing, but this
deal seems imminent. It seems like we are going to go ahead with this unprecedented amount,
largely funded through private equity.
Joe Tucci tells everyone it’s business as usual, don’t be worried, but we saw in a recent research
report from Gartner: Dell's Acquisition of EMC Will Impact Storage Customers, 10 March
2016 , that this will impact customers of both vendors, no question. They suggested it could take
two or four years for the storage market to settle out and for more clarity to come to that.
So, what are some of the biggest risks, as you see it, Jorge, for the storage architects and buyers
at this time, with this deal in the works?
Maestre: I totally agree with Craig. He brought up a good point about the ﬁnancials, which I
didn’t necessarily dive into, and I think that if you take both of our points together, you get the
I don’t necessarily agree that the storage market is going to be in some type of state of confusion.
EMC’s business customers, their business partners, might be in a state of confusion, but I think
storage is pretty solid in general. When you think about the other vendors and what they're doing
and what their numbers look like -- whether it's technical value or ﬁnancial value -- I think the
other storage vendors are there.
That said, to your question, what we have to take a look at is what EMC is telling people and
what other people who are doing investigations on their own are ﬁnding, and we're seeing that
those data contradict one another.
There have been CRN articles, there have been Register articles that talk about what EMC is
telling everyone, "This is going to be great. This is going to go well. The two companies
combine. They're going to be $80 billion. We're $80 billion with a revenue, blah, blah, blah,
blah." The reality is that’s not going to be the case. Both companies are seeing revenues continue
As they merge, probably there's not going to be any overlap. Just take a look at the storage
portfolio. You're not going to see a lot of overlap there. EMC is going to announce a new product
[in May 2016] that everyone is expecting to jump into that entry-level space. So, they're probably
going to even create a displacement for Dell Compellent.
And, of course, Dell is telling people, "No matter what happens, we'll still support Compellent
for ﬁve years." That’s pretty much saying, "This product is dead." Most people agree that that’s
going to happen.
From a product set perspective you're not going to see too much craziness. You're going to have
the same EMC salespeople selling the same stuff. They're going to be selling servers too now,
which could be a good thing or a bad thing, depending on where you come from.
But what we're not seeing, and what we're not going to see, is any type of growth. There is no
way there's going to be any growth. They're talking about cutting $2 billion worth of expenses
just to pay for this $67 billion deal. That’s a huge number. Cutting your expenses that much in
order to show an increase in revenue, assuming you don’t lose any customers, or lose any
executives, as this merger becomes complete, is just a huge risk.
Not going to happen
It’s not even a risk; it’s an uncertainty. There's no way it’s going to happen. I think there is a
CRN article that talks about this. In order for them to actually show revenue growth, they have to
see a seven percent improvement on top of the $74 billion that would combine the two
companies together. That’s where they would be today.
That’s crazy -- seven percent on top of that and from two companies whose revenues continue to
decline? How is this merger all of a sudden going to stop the revenue decline, turn it around, and
bring it up seven percent? We could talk about ﬁnancials all day, but you have to have a
compelling product set for that. They don’t have it. I just don’t see it.
Rice: Dana, I'd like to emphasize one thing that Jorge said. I have some unique insight. We are a
partner that used to be exclusively EMC. We've seen the writing on the wall. We've been working
with HPE and transitioning over. We have a lot of good friends that have worked at EMC for 10,
12, 15 years, and in that highly competitive sales force environment of EMC, that’s a lifetime.
These key leadership positions from district managers, area managers, and engineers are leaving
the company in droves.
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Why are they leaving if this is such a good deal and things are going forward? I have customers
asking, "What happened to Bob Smith? He has been our rep or our district manager for 10, 12
years, why did he leave and go there?" I think that just puts credence on Jorge.
Gardner: We certainly have very big and different cultures here, where EMC has always been
focused on enterprise, large companies, with an aggressive sales force, a very involved sales
force. Dell, on the other hand, focused more on the mid-tier, and largely a self-service culture,
where people are encouraged to buy things at a commodity level.
So what does that mean for enterprises? Are they going to see the Dell culture come to the EMC
market or will the EMC market go to the Dell tier? How do you see these cultures melding,
particularly in sales, that inﬂection point between the customer and the vendor? Jorge?
Maestre: Here’s the thing. This gets a little frustrating because we're dealing with the greatest
sales spin marketing company of all time. EMC is the Michael Jordan of sales spin, marketing,
and everything else. Maybe not so much in product delivery and all that other stuff, but the
reality is that these guys know how to talk the game.
It’s like everyone went to the Don King school of selling. They can just promote, promote,
promote all day. They do a good job of being Don King-like, every single one of them. For those
who don’t remember, Don King was a huge boxing promoter in the ‘80s; Google him.
So, they are all that and they are good at that. For me, it’s very frustrating, because there is
nothing there. We take a look at the revenues, the product sets, and there's just nothing here.
You're looking at two completely different product sets. There's nothing compelling about it.
Now take that a step further. Why are people so interested in this? Why is everyone in love with
this merger? The reality is because people love EMC. It’s the badge, it’s the sales badge, it’s the
resources, and it’s the fact that they make you feel good. They come to your house. They make
you hot cocoa. They tuck you in at night. That’s what they do. That’s how you sell. They're great
at it. Nobody does it better than them. They literally set a bar of selling that no other vendor has
even attempted to approach. You have to tip your hat.
Gardner: How will that change, Jorge?
It takes resources
Maestre: Well, that’s just it. It takes resources. That’s the point. That takes resources. You
have to invest in that. You have to put a lot of money behind that. You have to create a huge
support infrastructure. Take a look at how each company invests in their R&D, just to put it in
perspective. Dell’s numbers, public numbers are somewhere in the area of 10 percent. EMC’s
numbers are somewhere in the area of 25 percent; it might be a little bit more than that.
Think about their resources. EMC is a resource-heavy company. Dell is a very lean company.
They're very much an assembly-line company. Let’s push it out here, and we'll make our revenue
through volume, and don’t worry about the margins. That’s what they've shown. It’s almost
contradictory cultures, contradictory selling styles, and now you have to put them together.
There's an ESG report that targets EMC customers and asks how they feel about this? Seventy
ﬁve percent of the people who responded to that said, "We're ﬁne; nothing is going to change."
If you go to their target customer base, the people who are EMC loyals, what do you expect them
to say? That’s like going to a kid and asking him if he is unhappy about his parents. Of course
you're going to get comfort level. The kid is going to say, “Yes, I love my parents, what are you
talking about?” It’s the same thing.
That’s what ESG did and they published this report. What it’s actually telling you is that 25
percent of those people are concerned. Twenty ﬁve percent is a big number for people who are
EMC loyals. That’s a huge number, and we have to consider that.
At the end of the day, when this is all completed, those 25 percent are right to be nervous about
this. There's no way Dell just raised $45 billion. It’s not like they went to the bank and asked for
a $45 billion mortgage. They actually raised $45 billion in private equity.
That means they don’t even get to say how the money gets spent. I'm sure they had to show game
plans and show how these are going to work to get the money. So, of course they had a plan. And
of course the private equity investors were no problem. They bought into the plan when they
gave the money, but they still have to have return on that.
And that means you're not going to be resource-heavy the way EMC is today. You're not going to
invest in your business the way EMC does today. You have no choice; you have to recoup it. So
if we see the data, it’s already there. Dell has told people they have to cut expenses by $2 billion
a year. How can you be resource-rich, resource-heavy, the way EMC is today and cut $2 billion
in expenses? You just can’t. You can’t have it both ways. It’s one or the other; there's no way
around this. There are a lot of EMC customers out there who are due for a major wake-up call.
Gardner: Craig, Jorge said the halcyon days of EMC sales is coming to an end, that they won’t
be spending the money to have that sales force. Is that what you're seeing, and what’s wrong with
going to the Dell model of a straightforward information-based, order-it-online approach to
Rice: We're seeing that. Like I mentioned earlier, Dana, there are a lot of people who have been
long-term tenured, the soul of EMC, and they're leaving the organization. There's nothing wrong
with going to the streamlined assembly-line model. I hope they do it and I hope they do it
successfully, because what that means for a partner like myself that's focusing on HPE is that
they're taking value out of the equation.
Their buyers are going to come to Dell-EMC and they're going to buy solely on price. Going to
Jorge’s point, in raising $45 billion in private equity, you have to do an awful lot of volume to
pay back those types of people.
When you start to add value and you understand the customers’ business like we do and other
HPE partners do, because of the portfolio which HPE has, it’s going to become a very clear
night-and-day difference of who is going to be able to provide a business the ability and
technology in the partnership to grow from 10 percent of their market share to 20 percent to 30
percent. I don’t know many businesses that just want the low price and don’t want value and
don’t want a partner to help them grow their business. The Dell-EMC model is not that.
Gardner: Doesn’t this come at an interesting time as people are looking at storage more through
a hybrid, where they're using ﬂash, they're using different arrays, they're investing in SAN,
there’s this ability to do more with storage across more transformation areas of their business --
but at the same time, we're expecting Dell to go more to a commodity’s approach. Isn’t that
contradictory to where the market is headed, where you need to do more intelligent, thoughtful,
strategic approaches to storage? And Craig, correct me if I am wrong, but it seems that Dell is
taking a risk by not having a more sophisticated approach to sales if that’s what they need to do.
Rice: Oh, 100 percent. They're not just taking a risk. They're betting the whole company. They're
putting everything in on black. That would be concerning to me if I were a customer looking at
that. They're going to be so debt heavy, so focused on storage without innovation on compute.
Storage is just not alone; you have all these applications, all these business processes that need to
rely on compute.
What type of innovation are they going to do? Let’s make that even a little bit cloudier. You're
not going to do any innovation, but yet you sell a lot of servers because you're a volume-based
business, but yet I have a partnership with a competitor. So I have competition with Cisco that's
Now, how can the two of you offer something you need, how can they bring out a product like
Apollo or Moonshot? You need to do more than just innovate on storage; you need to innovate
across whole IT spectrum.
I don’t see them doing that because they're going to be so debt-heavy, so laden, that they have to
trim all these costs and expenses, and by the way, they have to do an awful lot of volume. If
you're doing volume, you can make the best little widget, whatever that widget is, but how do
you bring out that next product line, how do you impact the market, how do you change the
industry, how do you bring out something like what HPE is doing with composable
infrastructure? Where is that innovation in the Dell model?
Gardner: Clearly this is not business as usual in the new sales force. So how can organizations
that might be heavily EMC-orientated, or for smaller-sized organizations that are using a lot of
Dell, protect themselves? They can hope for the best, they can hope that things don’t change for
them, but what assurance can you put in place so that no matter what happens with Dell and
EMC, you can, as an enterprise, still continue to do your business as usual?
Stay or move
Maestre: That’s a good question. For the Dell customers, the product set is easy to stay in or
move to something else. If you choose to stay with the new Dell-EMC, there are a million ways
to graduate from Dell into EMC’s portfolio, and of course, there are a million ways to get off of
Dell’s portfolio easily altogether. So those customers are relatively safe. I think it’s relatively low
The challenge … is not going to be technical, but it’s certainly going to be relationship-wise, and
I don’t mean to disparage Dell. If it comes across disparaging, let me apologize up front for it,
but Dell isn’t necessarily known for being a relationship company. I don’t know that
relationships are all that important, but you may have business processes in place, you may have
contracts in place, things like you get in things at a certain dollar-per-gig or at a certain price
point. There is some risk to that, but that happens in business every day anyway. So, very little
Let’s ﬂip it over to the harder question, which are EMC shops. Forget that I work for HPE or
anybody else. EMC products may work, but there's no question that it takes a lot longer to get
those things set up and in place than other vendors’ products.
So, you’ve now not just made a ﬁnancial investment but you have a signiﬁcant time investment,
a signiﬁcant training investment. That’s a lot trickier. If you're not happy with this new combined
Dell-EMC entity, if you're not happy with the direction, if you're not happy with the products
that you are going to get going forward, you have a long road ahead of you. You're going to have
to talk to some vendors and you're going to have to ﬁgure out how to migrate off. You have to
ﬁgure out what your direction is. I would give those customers the same advice I give any
What Industry Experts
HPE Storage Leadership and Innovation
What’s your plan? What does your world look like in three years, in two years, in one year,
whatever it is? Tell me what Utopia looks like, give me that, and then we'll ﬁgure out how to
make the technology ﬁt that. I don’t think those customers should be making concessions for the
technology or the technology vendor or the technology vendor story. They should be making
those vendors either deliver, or move on to a vendor who can. Those are the conversations they
have to start having.
In a way, this is an opportunity. EMC customers who invested in a lot of infrastructure can now
look around and say, "Maybe this is an opportunity for me to shrink my infrastructure, to take
advantage of the fact that it’s a buyer’s market in storage, take advantage of ﬂash, take advantage
of all these different things, and see what I can do to restart my infrastructure and get me closer
to what my dream vision of my data center would look like."
It could be a long and winding road. You may want partner companies. Partners are critical. The
one thing that everyone has in common is Dell. HPE, IBM, no matter who you're talking to,
they're all talking about partners and how important partners are. This is the best time in the
world to lean on those partners and say, "Guys, help me navigate through this."
The challenge is ﬁnding an impartial or unbiased partner. Everybody works with one speciﬁc
vendor, and in that way, they're just an expansion of the vendor, but there are a lot of good ones
out there. This is the best time to lean on those guys if for nothing else, then just to get their
Gardner: Craig, anything to offer on that?
Great for partners
Rice: Jorge put it very eloquently. This is great for partners. This is where we can add the value
on behalf of OEMs and ourselves. And to Jorge’s point, we do that for our customers. Two years
ago, we were exclusively EMC. We made a business decision to transition.
We have relationships with our partners such that we just can’t leave them high and dry. So, what
we're advising them is what we call our "sneak peek assessment." Let’s take a look at what your
business needs are going to be over the next two to three years. We want to establish a ﬁve-year
roadmap, and then let’s do something very simple. Let’s go on an Executive Brieﬁng Center visit
with Dell and EMC and see what the roadmap is.
In the same regard, we need to look at your business, because our ﬁrst concern isn’t the OEM.
Sorry guys, but it’s that relationship, that personal and business relationship that we, the partner,
have with the customer. Then, we'll also say, "Let’s look at who else can offer that. Let’s look at
HPE, and let’s see how their technology and product offerings, along with our services, best
helps that customer and their business needs grow year after year." That unbiased advice, those
business and tactical decisions, are the key for any customer that has concerns about this.
Let’s look at it differently. Dell and EMC are going to do a great job with this merger and
acquisition. The question is, at the end of this, will they be able to provide signiﬁcant enough
value to their customers for their customers to wait. Those customers need to ask, "Can I put my
business on pause, can I put it on hold, for the next two to three years, while these two
companies work through all that?"
Look at some of the recent acquisitions or spin-offs that Dell has done. They just spun off their
Perot Systems. They were anticipating getting $5 billion for it, but they sold it off to NTT for $3
billion, that’s 30 percent less. If that’s a precursor of what’s to come then a business has to think,
"Can I afford to wait?"
Gardner: What's the time frame here, Jorge? Craig mentioned two or three years for Dell and
EMC to provide a uniﬁed pipeline and roadmap for strategic planning and thinking. Are there
vendors like HPE who can offer them that vision now? Is the next two to three years that
important in business and IT transformation?
It seems to me that we're at a point where business agility means getting new systems in place to
accommodate things like user experience, the expectations, big data, and Internet of Things
(IoT). These are driving change very rapidly. Waiting two or three years seems to me a very long
time for making strategic decisions.
Maestre: Let’s put that in perspective. The only concept in this industry is change. Things are
always going to get better. Social media has created an endless stream of data that’s going to be
written all the time. IoT exacerbates that. Change is always going to be here.
Every vendor is always going to be changing in some way, shape, or form, always going to be
evolving. They have to. Otherwise, they're going to be left behind. Craig brought up a good point
earlier about NetApp and what happened at NetApp. Now, they are buying SolidFire, and that’s
like their ﬁfth or sixth different attempt at getting into the ﬂash market.
So, you're certainly looking at a world where you can't be just constant. Either you stay in front
of it or you're going to get left behind. The issue for EMC customers for the next two or three
years is not so much the roadmap, the combined product set. Everybody agrees that there is very
little overlap. No one wants to disrespect Dell here, but the reality is that there is very little in the
storage world that Dell has that isn’t going to be replaced by EMC, and EMC doesn’t sell
Sure, there are some questions around VCE and Vblock, but is that going to be their
investment? Why would you continue to partner with Cisco Uniﬁed Computing System (UCS)
when you have servers already? Those are real questions, and that’s probably one of the points
that Craig made so well before.
But the reality is that that’s not where you are going to feel the pain in the next two or three
years. Where you're going to feel the pain over the next two or three years is in that thing that
made EMC special, the fact that they make you feel good about your purchase and the fact that
they support you, and they deliver what they say.
Here’s the thing that no one ever thinks about with EMC. EMC walks in there and asks you,
what’s your application, what do you need, what are you looking for, and how do we solve it?
They bring you 50 billion experts who come in and talk about your needs and tell you that
they're going to give you a solution that solves that problem. Everybody got EMC because they
gave you that good feeling.
No one ever stops to consider the fact that other vendors could do the same thing in about 10,000
fewer steps. EMC gives you what they said they were going to give you and they deliver. There's
no question about it, but all the steps that go into that, that’s where you're going to feel the pain.
For the next two or three years, you have to combine support companies, and that’s a problem.
You have to change your business model, which is going to impact the support companies, and
that’s a problem.
Your service is based on the people who are going to leave, the point that Craig made earlier, but
not just the people who are going to leave, but what process is going to survive. You have to be a
blind fool to go into this thinking that nothing is going to change; that’s ridiculous. Of course,
something is going to change. Even if everything worked out in the way that Joe Tucci said it
would, there would still be a lot of change, there would still have to be some concessions. So
there is no question about that things are going to change.
So the one thing that made EMC great, in making all of those steps to give you what they
promised, feels painless and makes you feel good. All of that is where you're going to feel the
pain for the next two or three years. Craig nailed it. It’s going to take about two or three years for
them to sort all that out. That’s where the problem lies and that’s where this is going to impact
customers. That’s why now is a good time to maybe start thinking about going elsewhere or
looking at other direction.
Gardner: We're coming up toward the end of our time. Let’s get a couple of concrete, practical
recommendations in place. If you want to hit your best, if you want to diversify, you had some
unknown unknowns about Dell and EMC, even if things go 100 percent on track as they profess,
it’s going to roil your organization to some degree. How do you get assurance of reducing your
risk as a consumer of storage? Let’s start with you, Craig.
Rice: The best thing there is to make competition a key component. I've read a couple of reviews
from a couple well-known organizations that say get it in writing. I worked at EMC for a while, I
worked at HPE for a while over the past decade. Prior to this change, a lot of salespeople would
always do that get-it-in-writing thing. “Mr. Customer, I guarantee this.” When they leave, what
good is that guarantee? They're a publicly traded company. You can’t commit that in writing.
Will Dell and EMC do that going forward? I don’t know.
The best way to keep them honest is to ﬁnd a partner, such as Integris -- there are many other
good partners as well. Evaluate some competing technologies. Competition will always keep
each other honest. That’s the simplest, most efﬁcient, and least impactful way that a prospective
customer can determine it. Do I want to go with Dell-EMC? Do I want to go with HPE? Do I
want to go with anyone else? Bring competition in with a partner so they can equally evaluate
what they had to offer.
Gardner: Jorge, last word, your recommendations on how to reduce your risk as a consumer of
storage for the next several years.
Maestre: The best way is to buy HPE; no more risk. That’s what HPE stands for, Helping
Aside from that, the best way to reduce your risk is simple. Craig just made a huge point. Find
partners you can work with that are good. Integris is a good one, and there are others, but ﬁnd
partners who are out there who can take care of you and have your best interests at heart, whose
interests aren’t aligned with another vendor’s interests.
It’s great that they resell a vendor’s product, but the best partners have expertise across multiple
vendors, and that’s what you want to look for. That’s important.
The other thing is to have a plan, make a plan. One thing I know about HPE in terms of the
enterprise is that we absolutely make the best product. I don’t have to give you a commercial to
buy my stuff. I know that we have the best product, and you'll wind up here eventually.
Consider your perfect data center, think it through, write it down, and then start talking to people,
and the people who can ﬁt your vision those are the guys you want to talk to. Don’t worry about
what somebody else is saying, what somebody else is marketing, what somebody else is
highlighting. The people who ask you to make concessions to ﬁt their product set are probably
the guys you want to walk away from. That’s the best way to reduce risk -- just essentially invest
Get More information About
HPE Storage Solutions and All Flash Solutions
And Data Protection Solutions
Gardner: I'm afraid we'll have to leave it there. We've been discussing the impacts to the global
storage market now that the $67 billion Dell-EMC merger deal appears imminent. And we've
seen how the mega-deal means that in the next few years, almost certainly, will not be business
as usual for EMC and Dell users, and that they're going to have to make some adjustments -- or
at least anticipate a different culture -- across their storage and IT infrastructure markets.
So please join me now in thanking our guests, Jorge Maestre, Competitive Strategist, Global
Storage at Hewlett Packard Enterprise, and Craig Rice, Business Architect at Integris Solutions
And a big thank you as well to our audience for joining us for this Hewlett Packard Enterprise-
sponsored Storage Market Transformation discussion.
I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host for this ongoing series of
discussions. Thanks again for listening, and do come back next time.
Listen to the podcast. Find it on iTunes. Get the mobile app. Sponsor: Hewlett
Transcript of a discussion on the customer impact from the expected merger of two IT industry
giants with very different corporate cultures. Copyright Interarbor Solutions, LLC, 2005-2016.
All rights reserved.
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