In February we attended the Dell Technology Camp 2013 at the Westergasfabriek in Amsterdam. Topic: The Evolution of the Data Center. Make no mistake, the Data Center and its surrounding enterprise infrastructure and application ecosystem might well be Dell’s future bread and butter market, once the Michael Dell and Silver Lake Partners buyout transaction is complete – and Dell is freed from the quarterly reporting wrath of Wall Street.
In any case, Dell is feeling very bullish about the enterprise, having invested $12.7B in building out its end-end enterprise portfolio and boasting an 11% enterprise infrastructure revenue growth for the last 6 months trailing year over year. The figure below provides a snapshot of the Dell enterprise acquisition trail since 2009:
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