Michael Dell On Partner Sales Growth After The EMC Acquisition

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Are customer buying patterns being driven more by cost cutting or revenue generation?

Customers are leaning into the digital transformation, but they're not necessarily getting big budgets to do that. They're drawing on efficiencies in the IT and infrastructure to be able to get that. The good news is there's a lot of opportunity to do that. When we talk about automating and modernizing the data center, that's a funding mechanism for the digital transformation. It seems like every day or so, there's another security challenge, so that's a big spending priority for companies, particularly as they connect everything up. Nobody wants to be a victim of a cyber challenge. There's aggressive spending there as well. Companies are focused on growth, and expansion, and new customers, new adjacencies. New technology is the engine that helps them get there.