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What do you see from customers in terms of how they buy IT versus a capital expenditure or operating expenditure?
Obviously there is a lot going on there. But at the end of the day I think the bigger potential savings in IT as a service is around automation.
More and more you are going to describe what you want done and you are going to actually let the system do it rather than having to manage every element of a system that you manage today. So it is basically how do you go from a highly managed environment to a highly automated environment. That will save you much more money in op-ex than it will cap-ex. But you will save in both. Your infrastructure costs will go down. Your operating expenses, which is where most of the money is, will go down even faster. And that automation by the way is almost a separate conversation from do I take it as a capital expense or an operating expense?
What is your vision today versus when you came to EMC?
It's vastly different. When I came into the company we were high end storage. That is still a great market and something we are still proud to have leadership in.
Basically if you take it from the top it is, 'How do we provide the virtualization and data center OS?' whether it be a small data center or big data center, to take this journey to IT as a service and automation saving both cap-ex and op-ex.
How do we make sure that information is stored properly, protected properly and secured properly. So we are in information storage, information protection, information security and then the newer thing is how do we help people get value and intelligence out of that information which is what we do with our content management business and Greenplum on the data analytics side. It has kind of got a front end and a middle so to speak. And then to make it complete you need partners. You need solution partners. You need channel partners. You need service partners.
So ten years out what is this company going to look like?
It will have somebody else running it. If we do it right, this IT-as-a-service wave, which is called cloud computing, like any other wave, will have winners and losers. What has happened in these other waves is companies have tended to win big and lose big. It is my job to make sure I position it for my successors to continue on this wave. Not that I am going away soon. But sometime in the next three to five years that will have to happen. I think if we ride this wave well I think hopefully we could be one of the most important companies associated with success in this next wave.