Michael, you’re known to have foresight and the ability to successfully make large moves – from buying EMC to taking Dell public. You recently created a SPAC and have plans to spin off Dell’s majority stake in VMware potentially later this year. Talk about having a ‘Michael Dell’ mindset?
I’ve been doing this for 37 years. The answer is, when you think about a business like ours or the opportunities in front of us, you have to focus in multiple timeframes. There’s the immediate, ‘What needs to happen right now to operate the business, to meet the demands, to deliver for customers and growth with our partners, and build the business?’ -- all of that.
But you also sort of have to see around the corners: what are the big trends, how are things evolving -- because things don’t stay the same, new technologies are emerging all the time -- and what do we need to do to continue to position the company for success in three years, five years, ten years. So long-range planning and also making investments that won’t benefit us in the near-term, but if they’re successful, it will benefit us in the medium- and long-term. So it’s about having that horizon and ambition. We talk a lot about 2025 and 2030 for a reason. Because if you’re only focused on the next couple of weeks in front of you, you’re going to miss a lot of opportunities.