Stella Lowe on stage first – forward looking statements so keep that in mind. Almost no PowerPoint today.

Michael Dell giving a recap from the keynote – believes has incredible end to end capabilities. Very brief intro and now opening up to questions.

Note: I never expect executive Q&A to cover every facet but always find it interesting what comes to mind for them on any given topic.

• Joe Peneteri – editor of channel company – what do you see around CapEx and OpEx swings?
  • One of the areas that David highlighted in his keynote – very much focused on new OpEx models. Wide range of IP – EMC team has also embraced Dell Financial Services.
• My question “Andrew Miller here via EMC Elect & social influencer program – come from customer side and channel partner side – existing landscape is huge range of partners with different business models and focuses. As I hear emphasis on end to end solutions encompassing a huge amount of technology, what is your ideal  partner of the future and how do you see that affecting existing partners?”
  • Looking for partners to grow into adjacencies – if did servers, add storage, etc.
  • Don’t think realistic for a DellEMC partner to cover everything and don’t expect that
  • Will have a single channel program
  • Seeing a lot of excitement in the partner community
• Question  – is Modernize, Automate, Transform backwards? Should Transform be first?
  • Good question….but needed solid foundation before can transform.
• Question – where see growth coming? What about Chinese competitors?
  • No real comment on the Chinese side.
  • Growth from tons of areas – converged + HCI is big.
• Dell is #1 in PC revenue but not in units – easy to be #1 in units if want to be.
• What about mobile phones?
  • No – very definite and immediate answer (gets audience laughter and applause).
  • Doesn’t think the customer needs another smartphone company.
  • But…mobile devices are increasingly holding important company data and we can address that via Airwatch.

That’s a wrap.