~/talk

A Conversation with Michael Dell

links:none on file
slides:none on file

Company narrative shifts from selling boxes to selling outcomes, claiming a move to services with 40% of staff in services and numerous buys — Perot Systems, SecureWorks and “nine acquisitions in the last 12 months” — to build managed offerings. Healthcare wins include being the top IT provider with over half US physicians using Dell systems and a cloud image archive hosting 4.5 billion medical images. Global scope shows ~100,000 partners, ~$60B revenue, and investments in modular data centers and storage (Compellent, Force10) that the company says are paying off.

AI-written summary · about

  1. 0:00Introduction and reflection
  2. 1:05Dell’s business model shift
  3. 3:18Enterprise focus over consumer
  4. 4:43From hardware to services and solutions
  5. 6:54Healthcare IT and data sharing
  6. 9:00HP’s challenges and opportunities
  7. 11:28Client devices and mobility strategy
  8. 15:04Social media and collaboration
  9. 18:39Advice for young entrepreneurs
  10. 21:54Reflections on past Apple comments
  11. 25:50Windows 8 and touch devices
  12. 26:53Big data centers and server market
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