
Analyst Take on Dell
Breaking Analysis with Dave Vellante
00:00
Is It Game Over for Dell?
Dell's vice chairman and co-COO Jeff Clark explains this vision. If we can take these cloud assets and capabilities, combine them in an orchestrated way to deliver a distributed platform, game over. I mean look even if Dell doesn't go after more higher margin software content it can thrive with a lower margin model just by penetrating new markets. By keeping close to customers and maybe through tuck in acquisitions it might be able to find the next nugget beyond today's cloud and on-prem models.
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