Jeff Clarke is going to take tough decisions. In this climate of declining storage revenues and disruptive technologies there is but no other option. The SC all flash was released last week with very little capital investment. This is no new candy for the kids but an added selling point. Unity side there are updates planned with inline dedupe. These are not high investment. All low capex stuff.
Jeff is going to plug the leaks where storage organization is bleeding. The hyper converged cyclone an idea that is too late and high cost. There are alternative vendor based solutions Dell will look into (smell something nutty). That's what dell is good at, assembling things. Dell has never been a company which can build IP and disrupt the market with innovation. Dell is an efficient assembler and supply chain optimizer. EMC is a spent force with all their best talent eroded after the merger. What is left in EMC is the residual non performers and below average engineering talent. This starts right from the clueless GM, EVP and CTO to the lowest level engineer. They are third class. It is a no brainer with Jeff clark in the reins there is going to be a different third party OEM vendor approach to enhance product portfolio. This means what to the existing teams- lowering cost through layoffs and moving work to India and China. Wake up and smell the coccaine.