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Takeaways from @Dell financial call today... Dell is taking share across the board...will do $90-$92B in revenue this fy. Setting up for tough compare for next year. Dell citing favorable spending environment, assumptions are 2X GDP for IT spend... 
Dell citing attractiveness of 1-stop shopping (end-to-end - edge->core->cloud) I surmise their cloud is VMware with AWS...Since EMC transaction, Dell is posturing as a much more strategic supplier than either Dell or EMC was as an independent company.
new sales comp plans implemented by Dell - @JClarkeatDell fingerprints seen on the enterprise storage biz which he took over about 1 yr ago. Storage was sucking wind post EMC transaction & is now gaining share. I think IDC numbers coming out soon showing Dell EMC gains
