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Joe Tucci -- Chairman and CEO of EMC -- thinks so. Conventional IT industry wisdom presumes the ultimate vendor goal is to "own the stack": not only the key components your customer needs, but the key interfaces between them. Alternatives are discouraged, increasingly more is bought from a smaller number of vendors, revenues and margins increase, competitors are at a disadvantage, and so on. Large-scale industry examples are everywhere: IBM, Microsoft, HP, Oracle etc. At yesterday's "Strategic Forum for Institutional Investors", we saw a veritable fireworks show of powerful ideas from Pat Gelsinger (CEO of VMware), David Goulden (COO of core EMC), and -- most interesting for the audience -- Paul Maritz who shared the rationale and structure of the new Pivotal initiative. But I think Joe gets the prize for the most subtly controversial idea of the day: how does one become a disruptive stack vendor without the traditional model of "owning of the stack"? I think his argument is pretty compelling. How This Came About Every year, EMC holds an event primarily for institutional investors and interested industry analysts. It's a relatively open affair in that anyone can follow along on the webcast, download the keynote presentations, etc.... |
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