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CRN Exclusive: Michael Dell On Making The Most Of Industry Consolidation, The Channel Program's Fast Start And VMware's Position In The Container Market

Dell Technologies CEO Michael Dell told CRN that customers want to do more business with fewer vendors, and Dell is one of those vendors thanks to its wide portfolio and engaged channel partner ecosystem.

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We're seeing a lot of consolidation across the market. HPE is now boning up with a couple of significant purchases. Are you looking for more to fill out the portfolio further?

There's organic and inorganic consolidation going on. Certainly in the data center we have a leading position. In essentially every area of storage, we are significantly larger than the next company, in many cases two, three, four times larger. If you look at servers, last quarter we had double digit growth. HP also had double-digit growth, except theirs was negative and ours was positive. You can see the one up, one down phenomenon there.

If you look at software-defined and all-flash, we have a higher share in those newer areas. In all-flash, we had high double-digit growth, I think it was something like 97 percent. The business is on a $4 billion run rate. You look at client products; we had the fastest growth year-over-year in both total and commercial units among the top three. Mobile workstations grew 50 to 60 percent in commercial. Notebooks over 20 percent growth, and it was our 16th quarter in a row to gain share, growing faster than the overall industry. As far as the portfolio, we are in a very strong position. VMware doing very well. NSX is on a $1 billion run rate. Hyper-converged is doing really well. VSAN continues to grow super fast. VxRail was on a $400 million run rate. SecureWorks grew 26 percent year-over-year. Pivotal bookings [are] up 130 percent.

 
 
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