Dell’s Analyst Event – Summary of day 1 and feedback from Redmonk’s Michael Cote

May 3, 2011

Today at the W hotel in Austin, Dell held its bi-annual analyst summit.  Today’s event is the third in a series of analyst functions organized around the theme “Services and Solutions for the Virtual Era.”  The first event was held in San Francisco in March of last year and the second came six months later in Boston.

Today’s program

Today’s event was broken into three sections.  The first section featured presentations by

  • Karen Quintos, SVP and CMO
  • Dave Johnston, SVP Corporate Strategy
  • Brian Gladden, CFO
  • Steve Felice, President, Consumer, Small and Medium Business
  • Paul Bell, President, Public and Large enterprise

In the case of Steve and Paul they also each featured a couple of customers on stage.

The second section was a solutions panel moderated by Brad Anderson, SVP of Enterprise solutions and featured members of his team who manage strategy, storage, networking and computing platforms.  The final section of the day was also a panel.  This featured the GM of Dell China, the head of Dell’s OEM business, Dell’s GM of Public and Large Enterprise in Europe, Middle East and Africa, the head of Dell Channels and the GM of Dell Small and Medium business solutions.

How did we do?

To see how the event came across, I grabbed some time with Redmonk analyst Michael Cote and we sat down for a chat (I’m hoping to grab more analyst  feedback at day two tomorrow):

Some of the ground Michael covers:

  • What his clients ask him about Dell and what, as a result was he looking for today
  • Dell’s focus on solutions and de-emphasis on technology
  • Is Dell putting on its big boy pants?
  • The value of expanding on Dell’s success in select verticals

Pau for now…


Dell’s Billion Dollar Baby

April 7, 2011

Today Dell is announcing that it is continuing to put its money where its mouth is when it comes to its transformation into a solutions provider, this time to the tune of $1 Billion.  The goal of this investment, which is being made this year, is to provide customers with a complete set of resources and services to enable business agility, efficiencies and competitive advantage.

Specifically Dell is announcing:

  • Cloud Data Centers:  The building of multiple cloud data centers around the world that will allow customers to take advantage of such offerings as Infrastructure as a Service, Desktop as a Service, Storage as a Service and IT outsourcing.
  • Global Solutions Centers:  The creation of a network of global solutions centers to help customers architect, validate and build the efficient enterprise from the data center to the edge of the network.
  • New Solutions: New open, capable and affordable solutions for data management, client virtualization and data center virtualization:
    • Dell vStart: a single unit infrastructure solution that runs 100 to 200 vm’s and comes racked and cabled from the Dell factory.
    • Dell|Microsoft management and virtualization solutions partnership  to deliver integrated management solutions made up of Dell’s Virtual Integrated System, our Advanced Infrastructure Manager and Microsoft’s System Center.
    • Dell Email and File Archive Solutions
    • Dell Desktop Virtualization Solutions

A little more detail:

Next generation cloud data centers

Over the next 24 months Dell is building out a host of cloud data centers around the world.  Rather than old-school, giant raised-floor data centers these cloud data centers will be much smaller (approximately 10,000 square feet), more efficient and designed to take advantage of modular, hyper-scale and high-density principles.  Dell’s modular strategy will let the company quickly expand capabilities as demand grows.

These data centers will feature private, public and hybrid cloud options.  They will provide the foundation for Dell’s next generation services and solutions and offer IaaS, and SaaS capabilities as well as IT outsourcing for customers.

Global solutions center network

This year Dell will open 12 Global Solutions centers and is planning ten more over the next 18 months.  These centers are customer facing facilities that will act as a “living lab” providing an environment and the support for customers to architect, build and test proof of concepts involving Dell products, services and solutions.  The centers will also support solution integration, technical briefings and validation and ISV certification to meet regional requirements.

Starting with the upgrading of the existing Austin, Limerick and Frankfurt centers, further facilities will be opened this year in the Americas (Washington DC, Chicago, Northern California and Brazil), APJ (Shanghai, Singapore, Tokyo and Sydney) and EMEA (Paris).

With today’s announcement Dell his taken its evolution into a services and solutions company and kicked it up a notch.  In the “Virtual Era” technology is rapidly changing and it along with new delivery models such as cloud are changing the way businesses operate and create advantage.   Through its cloud and solution centers and new solution offerings Dell is bringing new ways to help customers harness and leverage these changes.

Pau for now…


A Quick look at Dell’s Analyst Summit

October 29, 2010

Earlier this week Dell held an industry analyst summit in Boston.  The event, “Dell Services and Solutions for the Virtual Era” was attended by analysts from around the world and was a follow-on to the event Dell held in San Francisco back in March.

Please take your seats, the summit is about to begin.

What went on

The two-day event featured presentations from Dell’s senior leadership, customer and partner panels, break out sessions and 1:1’s between analysts and Dell subject matter experts.  The first day also culminated with a solutions expo and dinner held at the very cool Institute of Contemporary Art.

What were the key messages?

The high-level messages that Dell kept reiterating were:

  • We are executing on our strategy of delivering solutions that are open, capable and affordable which ultimately give our customers the power to do more.
  • We are undergoing a fundamental change in the way we’re approaching our customers. We are moving away from transactional selling motions toward a more consultative approach.

Right before the guests arrive. The solutions expo and dinner.

How was it received?

It will be interesting to see the reports that are generated from this week’s summit but we did receive some very positive tweets during the event (check out the whole twitter feed from the event):

  • Conclusion from [Dell Analyst Summit]: Dell 2.0 has arrived. We’ve called it 1.x to date. No longer. They’ve cracked the “solutions” code — Jonathan Eunice, Illuminata
  • Dell’s vision is quite clear and lingo shows detachment from manufacturer approach – openness remains as a mantra — Giorgio Nebuloni, IDC
  • Dell talking solution accelerators. Didn’t hear this message from them a few yrs ago. Highlights strengths of Perot & Dell 2gether — Tim Sheedy, Forrester
  • Great session with Dell Health IT team. Great progress and compelling positioning in the space. Good prog telling a sngl story — Crawford Del Prete, IDC

Updated 11/04

Here are interviews I did with two of the analysts who attended the summit:

Pau for now…


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