The Plano meeting happened last Wednesday (I was in the room). Mike did the usual dog and pony show about business results but then shifted to frank discussion of his goal which is to invest in automation and robotics and get rid of labor. He claimed that this had already occurred in most other industries and that it was now time for the outsourcing business. He said that he didn't want to invest in R&D and instead wanted to be more of a VAR/system integrator for partner offerings (VMware and Microsoft were mentioned) and he said that he didn't want 'asset intensive deals' (sorry ES) because they were costly.
After his remarks there was 10-15 minutes of irrelevant stupid questions from some brown nosers in the crowd and the meeting ended. The entire thing was video taped and it was claimed a link would be sent out to AMS employees for later viewing (haven't seen anything yet)
Bumped from an old thread for important info. @P2cAOiI-6utr is OP.