EMC

“So, 10 years ago, everyone would look at Fidelity and Morgan Stanley, and those were the prototypes for the data center. And it was, guess what? It was EMC storage, an Oracle database, a Sun Microsystems server, and a Cisco switch. And the entire world copied …”

“We just witnessed the largest tech deal in history when Dell bought EMC.”

“When they went private, their market cap was twenty four billion dollars. So tell me in what public market you're going to find a twenty four billion dollar company acquiring a sixty seven billion dollar company. Not going to freaking happen.”

“How much did Dell really pay for EMC? About twenty billion dollars. Because the rest of it, I mean, if they took VMware and spun it out, they'd, you know, they'd make back at least 40.”

“Dell was able to do this deal because they had no active. They were a private company and had no activists. EMC could only do this deal because they had activists”

“EMC arguably did what I think is one of the best enterprise acquisitions probably in the history of computing when they bought VMware.”

“Because activists were involved with current EMC, if EMC were now, it was 15 years ago, and EMC were faced with buying VMware, and they had activist pressure on their board, they would not be allowed to buy VMware”

“Dell's business moving from PC to server vendor, now server vendor to systems vendor, Makes a lot of sense. I mean, that logic there does hang together. Servers and storage kind of make up, and networking make up the bulk of make up the bulk of the data center…”

“When I was at Cisco, I was the VP of systems architecture for UCS, the unified computing system for Cisco, and the number one goal was to get EMC to help sell UCS because we weren't quite sure Cisco sales force could pull it off.”

“In fact, at the Gartner event, what is fascinating? Was the entire floor. There was not a single hardware vendor except a small booth by EMC, and even small booth by Pure Storage, because I guess they were going public and they had a token show that. There was…”

“Dell is amazingly good at selling commodity components and EMC is amazingly good at selling high margin components.”

“Count on your hands how many people have, like, well-vetted, truly, undeniably, world-class enterprise sales forces. There aren't that many, right? And I think you have to say EMC's got one of them.”