1. Dell offers a growing portfolio of switches that supports their open strategy of disaggregating hardware from available network software alternatives.
2. Dell provides the largest selection of open software options in the market, combined with global support for its partner software providers.
3. In addition to networking, Dell provides PC, compute and storage infrastructure, which appeals to customers that prefer to purchase their infrastructure from a single vendor.
4. Dell has integrated its networking components into integrated systems offerings. We expect the pending EMC acquisition will allow Dell to deliver a broader range of integrated and hyperconverged systems in the future.
1. Transition to a private company and the pending acquisition of EMC are disruptive, and while they represent long-term opportunities, short-term integration issues and market confusion are limiting Dell's sales. In 2015, Dell's DC networking revenue fell by 9% in a market that grew 5%.
2. Dell's networking awareness in specific vertical markets can be variable, with weaknesses in financial services industry and public-sector accounts.
3. Dell sales are predominantly driven through a direct sales model, so its channels can be less mature when compared with other vendors. When working with Dell channel partners, check references and make sure they have several implementations of similar scale before committing.
4. The breadth of available software options has created confusion about the best option for different use cases.