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Dave Vellante Profile picture
Dave Vellante
@dvellante
Entrepreneur, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, bootstrapper, fortunate husband & father of four - advocate of #WiT
Sep 6, 2018 • 16 tweets • 10 min read
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.