TBD, but My inside friends say this is likely that board and M.Dell decided to gut EMC ranks that have been running the company after realizing storage sales have dropped Q-Q Y-y for yrs. yet that part of the sales organization called core teams are mostly 5-10 or more people per large acct that will only promote what their comp plan has aka all storage led deals that customers roll their eyes at buying better cheaper compet storage elsewhere. While Dell servers have been leading all dell sales for yrs, dell orgs got gutted like ? 40% cut recent yrs layoffs, with EMC untouched since EMC execs lead the co and strategy, after selling off VMware to payoff debt have no real replacement, and Billions spent on managed servcs or apeex cloud no one is buying, years late to multi cloud that people are sidestepping with more on prem hw with an AI data shift to save tco and more securely manage data away from public clouds. Since Emc storage is way behind and other storage products su-k vs vmware, guessing a big reorg is likely to hit and gut storage and emc teams to leverage partners. For all my friends still there, they can only hope that dell server teams leading most sales once again take over their accounts instead of Doing all the work while core teams take credit and create fake projects to look busy, while sitting on their azzes and getting the awards. This is why morale inside Dell is at ZERO. As reported in papers, it's true, last layoffs had tx hq employee shoot self in car in the parking lot after heartless layoff directed of Dell staff to shift more money to EMC mindless priorities and 2/3 company staff bloat with lots of storage centric unqualified people that are paid a lot. Others in marketing and other teams are worried with several internal new AI projects to automate and cut staff, their jobs will be next to go to mindlessly pinch pennies.
Let the games begin can't come fast enough to get Dell back to a culture it had before EMC and going public, when humans treated one another as such instead of back stabbing if you aren't recommending storage products first that customers don't want. The cheap penny pinching also has gotten insane with many fewer people each doing 2-3x the work, but about to collapse. Thank God im out. All opinions, speculation, do your own hwk, don't shoot the messenger. Sadly, thebother possibility is that EMC might still be handed the keys to run Dell into the ground, but would be sad, kind of like other lead execs that run the co are former laptop or pc people that have no idea how large enterprise computers require different things, yet dell keeps cutting and promoting inside, out of touch guys to chase after market buzzwords yrs too late with misguided strategy. Maybe they finally will course correct?
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I was an EMC employee and watched the "not invented here" attitude destroy the services division. They spent millions on systems and resources that didn't work instead of investing in those that did. I ended up as a line on a layoff spreadsheet despite being one of the main resources supporting a TSIA award winning, bleeding EDGE tool that dynamically calculated LOEs and generated documents, saving the company millions of dollars every year. They are still trying to replace the tool with an antiquated document management system that cost millions, had almost no automaton, and required dozens of people to support. Dell continues to shoot itself in the foot.
Punctuation, please.
Missed some real big points here. Dell dumped 10's of millions into Telcom and has sold nada. Dell has 4 AI products and only 1 sells (the only X8) - Fire the idots in Product Marketing who couldn't see the 8 way GPU market "Tsunami" while all the other competitors DID and had their product portfoilos aligned and ready to ride the wave. Blind marketing AI "gurus" should have all been fired before anyone else - how stud can you be!
@2squ+1tMmbpUf Thank you! PowerFlex is awful, immature, a PITA...and for whatever reason the company has prioritized it, "sell PowerFlex first", shoved it down everyone's throats. I kept asking myself why, but you provided the obvious answer. Why would any MB or larger company displace their Dell EMC SAN with a PowerFlex? Technologically it makes no sense, but that's what they are pushing for...
EMC was the dominant storage vendor...no longer is this true. Dell's d-mb decision to try and implement a POS PowerFlex because it sells more servers only shows Dell has no understanding of enterprise market. Don't be fooled. It's NOT selling. It's horrible, hard to implement and you can't upgrade it without spending large amounts of money on Dell services. They call it easy...it's far from it.
Dell has a problem that all big companies have when it comes to innovation. It takes too long to bring new technologies to market in their products. Give management credit for seeing this; hence why they are trimming to get leaner for cost and restructuring to move faster. If done properly things will get better. They will be fine.
"They absolutely didn’t understand compete/servers, nor did they understand the people and legacy culture."
Funny... legacy EMC folks are saying the same thing about Dell's understanding of the storage business. Sounds like a happy marriage.
I'll clean up his ramble:
Dell's in trouble. EMC's running the show, but their storage stuff isn't selling. Teams are fighting, people are getting laid off, and the company missed out on big trends. Things are a mess, but there's still hope if they can get their act together and focus on what customers actually want.
Sweet Caroline... oh oh oh....
Dell has never understood the storage market or the enterprise storage customer. They bought EQL and trashed it. Bought Compellent and trashed that. Then bought EMC and trashed that one too. A trail of wreckage all brought to you by the same texas good old boys and not by a bunch of bratty massholes.
And this is why Dell is such a trash place to work. Complaining about EMC culture when not even your employees buy Dell laptops. Dell culture is horrible and maybe things would be better if Dell leadership had a clue on how to treat people.
One of the most unusual things I ever saw at Dell was the removal of so many senior ISG leaders and replace them with EMC people. They absolutely didn’t understand compete/servers, nor did they understand the people and legacy culture. Very un-Dell-like. Also, I still think, if something had to go, I would have sold EMC and held on to VMware.
EMC VxRail dominated the H-converged market, almost every enterprise used vmax for 3-tier storage, data protection SW and HW combined had more revenue than the next 10 competitors combined with an 80% margin and 70% market share. Isilon again dominated the UDS space.
Since the merger all innovation was lost and the portfolio fell behind. You can decide if that was dell or EMC fault but to say EMC wasnt the king of data center is a lie.
EMC dominated the market in enterprise storage.
EMC dominated nothing at the time of its purchase. In year 2015 EMC was previous year news.. Nobody gave a hoot of this has-been company which was run ol' boys club and was notorious for the stereotypical bratty club style of management. The last thing DELL needed was to get those boys among its own ranks. That was a really bad decision!
Ummm.... I think you got it backwards. EMC dominated the market in enterprise storage. Dell laptop and pc fu-ktards like Jeffo have blundered and bungled a once dominant company they paid $63 billion for into the where are they now file.
EMC was run by a bunch of bratty massholes. It was really bad idea to buy EMC on first place.. Now some of those massholes are pulling the strings in DELL.
Yea -- Michael's a real stand up guy -- https://www.sec.gov/news/press/2010/2010-131.htm
Dell is not a good company, their leadership is horrible and I'm glad I left.
Found the laptop guy
It’s all just a spreadsheet and math calculation. Nothing more.
Restate this in two sentences.
yeah nobody reading all of that