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Michael Dell On The Impact of China Tariffs, Public Cloud Backlash And VMware Synergies

"As much as 80 percent of the customers across all segments – small, medium, large – are reporting that they're repatriating workloads back to on-premise systems because of cost, performance and security," said Dell Technologies CEO Michael Dell in an interview with CRN.

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Do you have enough supply in terms of PC processors to meet demand in the fourth quarter?

That's a good question. You guys have written about some of the supply challenges. We're working hard to meet all the demand. We're certainly not immune to the challenges there, but we're doing our best to make sure we can meet all of the demand.

What's driving Dell's PC growth this year?

When you look at growth across the portfolio, the big trend has been customers seeing the strength of the entire portfolio of offerings and saying, "Hey do I really want to buy 20 smaller, less capable companies, or would I rather buy everything from Dell Technologies?" And more and more customers are voting to buy everything from a company that is No. 1 in everything. So that means we're gaining share in storage for a couple quarters in a row now: for servers, quite dramatically; in clients, VMware is growing quickly; Pivotal; SecureWorks – all members of Dell Technologies are benefitting because each of the parts are stronger because of the whole. That's certainly benefitted the client business and the other businesses as well.

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