The Broadcom/VMWare fiasco has decimated a lot of Dell products. The #1 HCI on on market, VxRail, is essentially on life support. Customers have wanted to buy, but they can't because Broadcom has a strangle hold on licensing. VMWare has been spreading the word that PFlex will no longer be support in future versions of vSphere. PFlex is done. Because Dell over pivoted trying to sell more servers with Flex instead of focusing on what is best for the customer, storage competitors have taken advantage of this. EMC storage is now suffering and competitors have caught and surpassed the once leader in enterprise storage. Sorry, but true.
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The XE systems are roughly a million each, and they cannot keep them on the shelves. Regardless of the AI market bubble, companies are buying them fully stocked, and it's not slowing down. No one wants anything but the top of the line, 8 GPU Nvidia systems right now. I recently moved into the XE space a few months ago, and while I am super worried about my job, I think I'm in a safer place than most - hopefully. Going to be sweating this for the next few months regardless. We're throwing serious support at the XE systems for customers, to make sure they work. Our entire org quickly created an XE group to handle these servers, and have been pulling us back into the office with onsite training, engineering, documentation, anything to make sure we understand the technology. Dell's other areas might be floundering, and their stock might be down, but AI Sales are probably up, and carrying the company to a large degree I would guess. I would love to hear from a sales guy selling XE systems here actually, I'm curious how much bank they're making and am also curious if anyone in the AI/XE workspace has been effected by the layoff.
Pipe Dream. Dell moved most of their teams to India. margins are better then ever, and they are selling xe nodes like water
23% dip today - buy buy buy
Re: vSphere and PFlex...assuming you're talking of HCI specifically? Where have you seen VMware stating this?
There were 21.65 billion reasons for Michael Dell to sell VMware, and none of them were the long-term viability of VxRail or even Dell Technologies. When Dell is owned by SilverLake and Michael Dell, the decisions are made in their interests-not those of the employees or the health of the enterprise. Dell is a shell.
Dell's time was decades ago in the nascent world of personal computing. Yeah, done of few things since and evolved the company with arguable success
I'll second this. Several Dell partnerships where the partner ended up acquired by a competitor, too.