VMware: Partnering Squared
Im often struck that there are executives who shouldnt be on stage and dont reflect on their companies well by taking the spotlight instead of passing it to someone more capable. The VMware CEO looked like she was waiting for someone to hand her a blindfold before being shot. On the other hand, once you got away from the performance her content was solid and she spoke to a unique relationship with AMD, which was creating better hardware for her market-leading virtual machine offering.
Now, alone, I could have concluded that she would likely say the exact same thing about Intel, and had it not been for one other talk probably would have written hers off to just being nice to AMD.
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Dell: Partnering Cubed (or Quaded)
That was, until the representative from Dell got up, who was arguably one of the best on-message speakers at the event. To drive his point home he had a video from Michael Dell, who personally said that the work theyve done with AMD and virtualization had created the most powerful virtualization server in the industry with a whopping 40% performance advantage, and that they were significantly increasing their AMD commitment.
Now an OEM saying they have the best hardware is hardly earth shattering but one saying that AMDs stuff is vastly better than Intels even in a localized segment doesnt happen every day. Dell is credible when it comes to AMD vs. Intel issues, even if you have to take their statements on their own products leadership with a grain of salt.
What appeared to give this stem the alleged performance advantage wasnt Barcelona, but the rest of the work done on tuning the system for this use. Work that likely dovetailed with the work done with Vmware, and it spoke to the power of the relationship, which created something strongly differentiated and different over the power of a generic part.