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Dave Vellante Profile picture
Dave Vellante
@dvellante
Entrepreneur, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, bootstrapper, fortunate husband & father of four - advocate of #WiT
Jun 23, 2020 • 8 tweets • 2 min read
I have some frank rants/thoughts on HPE. 1. The 2010's was a really shi**y decade for HP/HPE IMO. An epic decade for tech marred by management/board missteps w/ a very painful & distracting re-structuring; #HPEDiscover 2. Meg Whitman had to take one for the team to save an iconic silicon valley brand; 3. The idea of the split & spin merges was HPQ. would be the cash flow play and HPE would be the growth/innovation engine; 4. That hasn't happened yet but Antonio has a 'clean' slate to work w/
Sep 6, 2018 • 16 tweets • 10 min read
Takeaways from @Dell financial call today... Dell is taking share across the board...will do $90-$92B in revenue this fy. Setting up for tough compare for next year. Dell citing favorable spending environment, assumptions are 2X GDP for IT spend... Dell citing attractiveness of 1-stop shopping (end-to-end - edge->core->cloud) I surmise their cloud is VMware with AWS...Since EMC transaction, Dell is posturing as a much more strategic supplier than either Dell or EMC was as an independent company.