Who is in charge of strategy for ISG? Why are they still here? Let's take Travis. He said that parallel file systems are a "niche" market and our solution is to partner. But who could have seen that these are important for large AI training workloads? Not Travis. Not John Roese. Now we find ourselves getting our butts kicked by Weka.
And yet, these people live on
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Seriously? EMC folks don't know that apps run on servers? When I joined EMC, that was one of my primary roles, to support customers running EMC apps on their servers and that was wide and varied - HP, IBM, Sun and others. We WERE the Enterprise company until Dell brought their PC mindset to the table and decided to server-fy everything and ruin the profit margins that EMC brought to the table. Add that to outsourcing EMC apps to HCL and it's been a dumpster fire in the middle of a train wreck. But, we're SAVING MONEY! Irritating customers is just a side effect...
And yes, EMC had the foresight to buy VMware because they knew virtualization was a winning technology. They built it up by essentially leaving it alone. Then MD and Silverlake decided to sell the golden goose to a company that loves to cook and eat golden geese. We're now facing an ugly situation with customers who are ticked at Broadcom and want to take it out on us for selling VMware. Outright greed (and cost cutting) is ki-ling things around here and this focus on AI servers is only gonna last so long. Add in the razor-thin margins on AI servers and there's going to be a need for far more cost cutting to survive. Lastly, where's the much heralded PC-Refresh cycle?
Hard to believe that EMC are still getting it in the neck for all Dell’s woes 10 years after the acquisition.
They must have had some awareness that applications ran on servers since they acquired VMware and didn’t fall asleep at the wheel afterwards.
"Many EMC folks don't know that applications run on servers."
Where did you get this impression? From my experience working at EMC we all knew apps run in servers. You'd have to be pretty thick to not understand this. Also from what I have seen, dell techs and managers have a tenuous (at best) grasp of basic file storage system concepts and should stick to working with block only systems.
Let's review...Carl embraced Weka. Many EMC folks don't know that applications run on servers. Many Dell folks get scared as they don't understand the simplicity of storage Block/File/Object. Let's share the confusion and choices.
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Someone wasn't paying attention at DTW news. Yes, we are late, but Project Lightning, with all the whistles and bells, sounds good”
Lighting (Nucleus) is years behind Weka. We could have had this 4 years ago but alas, Travis told us PFS is a “niche” market. By the time we release it, Weka will be miles ahead of where they ever are today
If only EMC stayed in control of ISG without any Dell interference. Dell is only just about capable of selling laptops and monitors, JC needs to know his F’n place in the world.
Someone wasn't paying attention at DTW news. Yes, we are late, but Project Lightning, with all the whistles and bells, sounds good.
Who needs eLab when you can just wing it with enterprise customers?
"You actually expect us to qualify your environment before you buy our storage?"
The fix is to get software to turn micromanagement into nanomanagement of the engineers. Not actually fix the tools to support customers properly.
Truth is Dell has no clue how to run the cash cow that ISG was and has persistently done it's best to run ISG into the ground.
Wait. There’s a strategy?
If Sudhir stayed, we would've already overtaken NVidia and Microsoft combined in market cap.
The strategy is cut. At this point we haven’t done anything new or incentive in years. All talk.
Unfortunately at Dell the strategy is to reduce any and all costs every quarter.And guess what they choose the quickest way to do that is.
John Roese spend 25 years in storage and hasn’t coded in 20 years. But he invented agentic AI if we’re to believe his videos.
Travis who?