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>> Live from Las Vegas,
it's theCUBE!
Covering Dell Technologies World 2019.
Brought to you by Dell Technologies
and its ecosystem partners.
>> Hello, and welcome back to theCUBE's live coverage
here at Dell Technologies World in Las Vegas.
I'm John Furrier with Dave Vellante,
Special guest Michael Dell, Chairman,
CEO of Dell Technologies, CUBE alumni.
Great to see you again.
Yearly pilgrimage to come on the CUBE,
good to see you again.
Thanks for coming on. >> Hey, always great
to be with you guys.
>> All right, so I got to ask you,
'cause Dave and I were talking
on yesterday's kickoff on our intro
about the conversation we had, I think, 6 years ago.
We saw you standing there in Austin,
still a public company, you didn't go private yet,
and then a series of moves, going private,
and we were like, that's great.
Get behind the curtain, get things reset,
the cash flow's looking good.
You had that clear plan, as the founder and CEO.
It's kind of a reset, if you will,
and up to now, the execution and just the series of moves,
and when you look back now, where you are today
and where you were then, how do you feel?
What did you learn?
What's some of the highlights for you?
>> Well, look, we feel great.
Our business has really grown tremendously.
All the things we've been doing are resonating
with customers.
We've been able, I would say, to restore the origins
of the entrepreneurial dream and success of the company
and reintroduce innovation and risk taking
into a now $91 billion dollar company,
growing in double digits last year,
and certainly the set of capabilities
that we've been able to build organically and inorganically,
and with the set of alliances that we have,
the trust that customers have given us,
I'm super happy about the position that we're in
and the opportunities going forward.
And as I've said in my keynote yesterday,
I think of this is really just the pre-game show
to what's ahead for our industry
and the role that technology is going to play in the world.
>> Yesterday you said data is the lifeblood
of digital transformation,
the heartbeat of digital transformation,
and it's also revitalizing all the other components
of what looked like a consolidated market
is now actually being reborn,
the PC, technology infrastructure fabrics,
and other software opportunities.
So data has kind of brought in a whole nother level
of revitalization in the industry,
which is actually causing more investment
in what looked like older category of IT
and computers and whatnot.
This has been a big tailwind for you guys.
>> Well, data's always been at the center
of how the technology industry works.
Now we just have a tsunami explosion of data,
and, of course, now we have this new computer science
that allows us to reason over the data in real time
and create much better results and outcomes,
and that, combined with the computing power,
all organizations have to reimagine themselves
given all these technologies,
and certainly the infrastructure requirements
in terms of the network, the storage, the compute,
the build on the edge, tons of new requirements,
and we're super well positioned to go address all of that.
>> I enjoyed your keynote, Michael.
I thought it was excellent, one of your better ones,
and you painted a picture of tech for good,
really life changing.
Things you guys and your customers are doing,
you gave some examples.
The BMA example was great, Draper labs.
But you also need a platform
for this digital transformation.
We've seen the numbers.
80% of the workloads are still on prim.
What do you think that looks like 10 years down the road?
What's your vision say?
>> Well, the surprise outcome 10 years from now
is there'll be something much bigger than the private cloud
and the public cloud.
It's the edge,
and I actually think there will be way more
computed data on the edge in 10 years
than any of the derivatives of cloud
that we want to talk about.
So, that's the 10 year prediction.
That's kind of what I see,
and maybe nobody's predicting that just yet,
but let's come back in 10 years
and see what it looks like.
>> So, >> I'd like to do that.
>> Hybrid cloud has been around for a while,
been talked about.
It's been kind of the operating model, we see that.
Multi-cloud has really kind of surged in importance
and in conversations because I think people wake up
and go, "Hey, I've got multiple clouds.
I've got Azure over here, Office 365,
I've got some Amazon over here,
I've got some home-grown stuff over here,
and I've got a data center."
So I think people kind of generally can relate
to the reality of multi-cloud hybrid,
little bit more a different kind of twist,
but certainly relevant, but multi-cloud
has got everyone's attention.
And you guys launched Dell Cloud.
Is that a multi-cloud, or is that a cloud
to multiple clouds?
Explain your view on that and where this goes.
>> So, really what we're doing is bringing to customers
all the resources they need to operate
in the hybrid multi-cloud world.
First you have to recognize
that the workloads want to move around,
and to say that they're all going to be here or there
is, in some sense, missing the point
because they're going to move back and forth.
And you've got regulation, cost, security, performance,
latency, all sorts of new requirements that are coming
at you, and they're not going to just sit it in one place.
Now, as you know, with the VMware Cloud Foundation,
we have the ability to move these workloads seamlessly
across essentially all the public clouds, right?
4,200 partners out there,
infrastructure on premise built and tuned
specifically for the VMware platform,
and empowered also for the edge.
And all of this together is the Dell technologies cloud.
We have, obviously, great capabilities
from our Dell EMC infrastructure solutions
and all the great innovations at VMware coming together.
>> Scale has been a topic that we've talked about on theCUBE,
many years.
We saw Amazon get scale with public cloud.
Scale is a competitive advantage that's now
becoming kind of table stakes for customers
trying to figure out how to operate at digital scale
the speed of life.
You guys have a scale level now that's pretty impressive,
what you guys have done with the puzzle pieces,
you know, companies.
You've got capabilities now across the board.
As you look at scale as a competitive advantage,
which it is and we've talked about this before,
you now have to integrate seamlessly these pieces,
so as you compose, as customers
compose the variety of capabilities,
it's got to be frictionless.
That's a goal.
How do you look at that,
and how do you talk to your teams about this,
and what's your view on scale?
Is this something you guys talk about inside the company?
>> Well, inside the business,
the first priority was to get
each of the individual pieces working well,
but then we saw that the real opportunity
was in the seams and how we could more deeply integrate
all the aspects of what we're doing together.
And you saw that on stage in vivid form yesterday
with Pat and Jeff and Satcha and even more today again.
And there's more to do.
There's always more to do.
We're working on how we build a data platform,
bringing together all of our capabilities with Boomi
and data protection and VMware,
and this is all going to be super important
as we enter this AI-enabled age of the future.
>> Michael, you've got a track record
of creating shareholder value.
We all have CNBC on in the office and when Michael's on
everybody comes across the room.
Davos, Becky Quick, who we're also big fans of, asked you
to sort of knock down the three criticisms,
and it was really a conversation about stock price.
And you did, you knocked down the debt structure,
the low margin business, the ownership structure, et cetera,
but you never came back to stock price.
So it looks like a couple of ways to invest now,
VMware directly, also it looks like VMware,
you could buy it cheaply through Dell.
What are your thoughts on that,
where Dell sits in the market today, its value?
>> I think investors are increasingly understanding
that we've created an incredible business here,
and certainly if we look
at the additional coverage that we have,
and as they're understanding the business
some of the analysts are starting to say,
"Hey this doesn't really feel like a conglomerate!"
That was a direct quote, okay?
And if you think about what we demonstrated today
and yesterday and we'll demonstrate in the future,
we're not like Berkshire Hathaway.
This is not a railroad that owns a chain of restaurants.
This is one integrated business
that fits together incredibly well,
and it's generating substantial cash flows,
and I think investors over time are figuring out
the value that's intrinsic to the overall
Dell Technologies family.
Now, we've got lots of ways to invest.
We've got VMware, SecureWorks, Pivotal,
and, of course, the overall Dell Technologies.
>> Yeah, and just a follow up on that,
I've observed on the margin side,
but when Dell went private,
it was around 19% gross margins,
and now you're in gross margin heaven with absorbing EMC,
and it seems to be headed in the right direction.
It's a nice mix.
>> In our cloud and infrastructure group,
almost 90% of the engineers are software engineers,
so you think about the innovations you saw in states today
with PowerMax and Unity XT and our PowerProtect platform.
This is basically all software running on PowerEdge servers
and platforms that we've created.
>> What's on your plate now, Michael,
as you come out of Dell Technologies World,
you've got business to take care of.
What's your goals, what's on your plate,
what's your objectives,
what are you trying to accomplish in the next year?
>> Well certainly continuing to execute for our customers,
growing faster than the industry,
maintaining and improving our customer MPS levels,
and keeping the innovation engine cranked up on high.
You saw a lot today and yesterday.
Stay tuned.
VMworld's coming in August,
and there'll be much, much more.
And we continue to innovate together, closely with VMware,
so we've got lots more in the queue.
>> And you've got cash flow coming in,
which means your suppliers have a lot of customers.
Congratulations, I want to get your final thought
on my final question on the tech for good.
One of the things I saw yesterday
on the keynote that you gave, that popped out was
it wasn't about the speeds and feeds around the performance,
great performance on the tech side,
so the infrastructure level's got to be performing,
but it's about solving problems.
And I think this is a direction
that you're taking the company,
saying there's problems that can be solved with tech.
We're hearing a whole tech for bad narrative
in the media these days, "Tech's evil! Tech's bad!",
but there are awesome spots where technology
is creating great things for society.
This is a theme for you.
Can you share why that focus,
and what are some of the highlights?
>> That's right.
If you step back from what happened in the last 24 hours
or 24 days or even 24 months and start looking at 24 years,
what you start to see is the outcomes for humanity
have gotten dramatically better,
and technology has played an enormous role in that.
I'm massively optimistic that in the next three decades
there will be, really, miracles
in terms of how do you address
things like deafness and blindness and paralysis with AI
and embedded technology inside the body.
Things we're able to do now with sequencing the genome
and using all this data
to create personalized medicine solutions.
Yes, technology can be used for bad,
but the vast majority of it is used for good
by people that have good in their hearts, right?
It goes beyond making great businesses
and making people more productive.
It's actually changing lives in very positive ways.
>> Well the other big narrative you hear in the press
is automation taking away jobs, and it's a serious concern.
However, there's no reason to protect the past
from the future,
and there's great opportunities ahead.
Education and stuff, you and Susan have been
big supporters of that obviously.
So, we're optimistic for the future.
I know you are.
The best is yet to come, as I like to say.
>> Absolutely, we agree.
>> Once an entrepreneur, always an entrepreneur.
You have a great entrepreneurial track record.
You celebrated 35 years from the original dorm room,
saw some of your Facebook posts, "Now here!".
You took a business that you knew, IT,
mature, couple of players.
This is a trend we're seeing.
Zoom Communications just went public.
They took video, streaming, and holding meetings,
and completely went cloud-based and disrupted it.
>> All runs on Dell EMC, by the way.
>> Runs on Dell, I did not know that.
We got a little testimonial out of Michael, great.
But I want to get your advice for other entrepreneurs
that might be watching this, because you now,
with the technology, with data and cloud and tech,
you can go into existing markets
that don't look look good on paper,
that people might dismiss as that's over,
that's a mature market.
You've certainly taken Dell Technologies,
got all the pieces, and are executing
at a whole nother level.
Zoom did it for video on the cloud.
There are zillions of these opportunities out there,
so the advice, don't be discouraged
by what looks like a big, fat market, right?
So, what's your advice?
>> I feel something is coming that is quite significant,
and right now you mentioned this new wave of companies
that are coming public,
and they were built on a foundation
of technology infrastructure capabilities
that was established, let's say, 10 years ago.
Right now we're just at the beginning of 5G
and AI technology and all these embedded sensors
and low-latency communications,
and there will be a whole nother wave of companies,
I suspect many, many more across all industries
that just unlock all kinds
of new capabilities and opportunities.
So, I'm super excited about that,
and I think it's just going to get more interesting.
>> What's amazing is, think of the tools you had 35 years ago
when you started, and how you've transformed,
so congratulations.
>> Michael, thank you for spending the time.
>> Thank you.
>> and again, thanks for having us here, again,
tenth year at Dell Technologies World.
Thanks for having us,
and great to have a conversation with you.
>> Thank you and the rest of theCUBE team
for all your great coverage.
>> Thank you very much.
Michael Dell, chairman C of Dell Technology here
with Dave Vellante and myself, John Furrier.
Stayed tuned for more day 2 coverage.
We've got 2 sets here.
It's a cube canon of content, blowing out the content
here at Dell Technologies World.
Check out Dell's hashtag, #DellTechWorld
for all the highlights.
We'll be right back after this short break.
(electronic music)
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Michael Dell, Dell Technologies | Dell Technologies World 2019

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Darren 2019 年 7 月 20 日 に公開
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