Michael Dell in conversation with David Rowan
summary
Launches an approximately $67 billion bid for EMC with about $49.5 billion of debt and a plan to combine servers, storage and VMware into a privately controlled firm with ~ $80 billion revenue that shifts focus to converged infrastructure and the software‑defined data center. Highlights 27% more patents last year, 11 quarters of share gains in PCs, notes ~1.8 billion PCs worldwide with 600 million over four years old, cites hundreds of IoT projects, and embraces risk to invest on a 3–10 year horizon.
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chapters (12)
- 0:00Intro
- 0:50Why Dell
- 3:30Risk
- 5:35Innovation
- 10:15PC
- 13:30Dell private
- 14:50Talent
- 16:10Overvalued tech companies
- 18:00How will the deal boost overall value
- 19:20What kind of company will Dell be
- 21:40Advice from Dell
- 22:35Fear of failure
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