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Jeff Clarke On Dell's New Midrange Storage And AI Strategy

‘It is going to be a modern file system and modern software stack – better described as, it's going to be a micro-service-based architecture and a container-based architecture,’ says Jeff Clarke, vice chairman of Products & Operations at Dell.

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What's the storage strategy for 2019?

We will spend more in storage R&D next year than we spent this year. We're having two-times as many developers working on the new things than we had just 15 months ago. They're working on new innovative things and looking down the pipeline. We now have an incredible and capable product management team looking at the customer and market requirements; a product development team and a CTO team. Our ability now to be able to have a conversation about what a storage subsystem should look like [for] 2023 requirements, 2025 requirements – we hadn't been doing that in awhile.

We're not done with storage [growth]. We've stabilized the business. We now have a trend of share gain. We have a lot of share gain to claw back that we gave back [to competitors] over the past four years. We took 580-basis points of share gain in first quarter 2018, 100-basis points of share gain in second quarter, 260-basis points in third quarter. I just removed the barriers for us to be successful. I used my experiences of taking a highly capable and talented team to focus on fewer things. It's working. I'm pleased. But we're not done. It's not all fixed.

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