"What could have been EMC's revenues now are Dell's," Desai says. "Dell always squeezes their suppliers and comes out a winner." EMC does earn a licensing fee from each CX200 that Dell manufactures and sells, but it generates less revenue than it would if Dell resold EMC's hardware.
But while Dell may benefit most from their partnership, Desai is quick to point out that it's helping both Dell and EMC expand their market and take share from competitors like Hitachi Data Systems (HDS), Hewlett-Packard Co. (NYSE: HPQ), and Network Appliance Inc. (Nasdaq: NTAP).
Analysts also suggest that EMCs NAS deal with Microsoft Corp. (Nasdaq: MSFT) could be beneficial to Dell (see EMC Kisses Microsoft's NAS). "We believe the recently announced Microsoft/EMC NAS alliance could provide Dell with another strong product offering in the storage market in the long term," writes Thomas Weisel Partners analyst Kevin Hunt in a research note today.
In addition to furthering its EMC partnership, Dell has also introduced new SAN bundles of hardware, software, and services for small and midsized businesses and institutions.
Dell posted both soaring profits and revenues for its first quarter of 2004, which ended May 2, 2003. The company reported net earnings for the quarter of $598 million, or 23 cents per share, up 31 percent from the $457 million, or 17 cents a share, earnings for the year-ago period. Meanwhile, revenues for the quarter jumped 18 percent to $9.5 billion from $8.1 billion a year ago.
To realize the benefits of cloud-native software, an application must actually be cloud-native—designed to run in the cloud, interacting with disaggregated cloud services, fully manageable as code—to deliver the expected benefits.
By combining resources and expertise, the AI-Enabled ICT Workforce Consortium will offer a blueprint for how industries can adapt to an AI-dominated future.
IT leaders should heed the guidance of cybersecurity insurance providers who think businesses should prioritize security education, incident preparedness, regular internal audits, and ongoing vulnerability scanning and patching.
