Dell Technologies Inc. (DELL) Management Presents at Credit Suisse 24th Annual Technology Virtual Conference – Earnings Call Transcript

Dell Technologies Inc. (NYSE:DELL) Credit Suisse 24th Annual Technology Virtual Conference December 3, 2020 3:00 PM ET

Company Participants

Jeff Clarke – Vice Chairman & COO

Conference Call Participants

Matt Cabral – IT Hardware, Credit Suisse.

Matt Cabral

All right. I think we’re going to go ahead and get started. I’m Matt Cabral. I cover IT Hardware here at Credit Suisse. And we’re very pleased to have Dell here with us. We have Jeff Clarke, who is COO and Vice Chairman of Dell. So Jeff thanks for getting out some time and joining us.

Jeff Clarke

My pleasure. Glad to be here. Thanks for having me.

Matt Cabral

So two quick house-keeping items before we start the first for those of you who’s been following along. I’m sure you are familiar, we’re not taking live Q&A but I am available over emails or if there’s anything you want me to

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Dell Technologies announces new security solutions to protect customer data

Dell Technologies Inc. today announced a range of new intrinsic security solutions and services designed to protect customer data across the supply chain, infrastructure, devices and services.

Focusing on helping customers lower security risk and become more cyber-resilient, the announcement includes a new secure supply chain offering designed to make secure commercial personal computers more secure. There’s also enhanced server supply chain assurance that includes cryptographic hardware verification integrity across its server portfolio, as well as an extension of data security-focused services to the entire infrastructure portfolio and third-party products. Finally, a Dell Technologies-only capability brings a new layer of server security to the boot process.

“As digital value is created, security threats follow,” John Roese, global chief technology officer for Dell Technologies, said in a statement. “Security is the foundation of everything we do and our intrinsic security approach addresses our customers’ need for trusted technology and partners to

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Data Center Blade Server Market 2020 Emerging Trends, Technology and Demand – Cisco Systems Inc., SGI Corporation, Lenovo Group Limited, Dell Inc

The MarketWatch News Department was not involved in the creation of this content.

Dec 02, 2020 (Market Insight Reports) —
Global Data Center Blade Server Market 2020 by Company, Regions, Type and Application, Forecast to 2025

The report will make detailed analysis mainly on in-depth research on the development environment, Market size, development trend, operation situation and future development trend of Data Center Blade Server Market on the basis of stating current situation of the industry in 2020.

This is a latest report, covering the current COVID-19 impact on the market. The pandemic of Coronavirus (COVID-19) has affected every aspect of life globally. This has brought along several changes in market conditions. The rapidly changing market scenario and initial and future assessment of the impact is covered in the report. It offers critical information pertaining to the current and future growth of the market.

Market Overview

The global Data Center

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Get an RTX 30 series and a whole gaming PC from Dell on Cyber Monday

You can’t buy an RTX 30 series right now. But you can buy an RTX 30 series-powered PC.

It’s been a year of scarcity for PC enthusiasts, with new graphics cards (GPU) and new processors (CPU) launching with limited stock. If you didn’t manage to get your hands on NVIDIA’s new RTX 30-series GPUs on launch day or soon thereafter, chances are you’re still out of luck. Or rather, you are unless you’re prepared to get a little more outside the box with your thinking.

As we’re into Cyber Monday, Dell’s Alienware brand has just the ticket and with some discounts for added good measure. Whether you’re an Intel or AMD fan, you can get yourself an RTX 3070 or RTX 3080. And get this? Alienware will even include the rest of the PC!

Alienware Aurora R10 Ryzen Edition | $49 off



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The lowest priced

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Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?

Investors focused on the Computer and Technology space have likely heard of Dell Technologies (DELL), but is the stock performing well in comparison to the rest of its sector peers? One simple way to answer this question is to take a look at the year-to-date performance of DELL and the rest of the Computer and Technology group’s stocks.

Dell Technologies is a member of the Computer and Technology sector. This group includes 615 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to

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Dell And Alienware Gaming Laptop And Desktop Black Friday Deals At Amazon Bring Solid Savings

dell g5 desktop

The deals keep pouring in, and we’re doing our level best to keep up with them. While building a PC by hand can be a fun and exciting project, sometimes (like right now) components are hard to come by, and buying an off-the-shelf desktop presents itself as a convenient and time-saving method for getting a new system up and running. The folks at Dell and Alienware have a nice selection of PCs on sale for the unofficial shopping holiday, and we’ve got the best ones picked out here. 

Amazon has deals on a pair of Dell G5 Gaming Desktop systems that are a bit lighter on the budget. The first has a Core i5-10400F, 8 GB f system memory, GeForce GTX 1660 SUPER graphics, and a 256 GB SSD + 1 TB HDD combination for storage. This system is $743.99 at Amazon ($185 off). Amazon also has a deal on

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Save nearly $300 on this Alienware Aurora Ryzen Edition R10 Gaming Desktop at Dell today

The Black Friday gaming PC deals are rolling in and this one from Dell is great



icon: Alienware Aurora R10


© Provided by GamesRadar
Alienware Aurora R10

for those looking to pick up a prebuilt for less than $100. Alienware has excelled for years at premium gaming desktop packages that get you what you need or want, but often have steep prices of admission. But not today, as this rather affordable offering direct from Dell highlights: you can get one of their Aurora R10 Ryzen builds for just $999.99 – with the option to add more bells, whistles, and memory should you so desire.

There are also Black Friday gaming monitors galore should you be willing to combo up on your new purchase too.

The R10 is able to comfortably perform with all but the most strenuous of settings with games released in the past few years. It may not be a looker –

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This Dell G3 15 gaming laptop is less than $600, for real

There’s a ton of Black Friday gaming deals, and this Dell G3 15 is an excellent example of them. It will, admittedly, struggle to run the newest games at the highest specs, but there’s a surprising amount of power hidden in here, more than enough to run new releases as well as your favourite multiplayer games. Even better, you won’t have to break the bank to take advantage of this deal.

With a 15.6-inch Anti-Glare display, you can be sure that whatever you’re playing will look great. And while the 256GB SSD isn’t huge, it’ll load your games up seriously quickly. Add an NVIDIA GeForce GTX 1650 graphics card, a 10th generation Intel Core i5 processor, and 8GB of RAM, Dell’s offering is likely to remain relevant for a good few years. 

At its normal price, this would be a decent laptop, but thanks to Black Friday it’s down more

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This Dell G3 15 gaming laptop is less than $600

If you’re on the lookout for a laptop amid this year’s Black Friday gaming deals, then this Dell G3 15 will be an excellent place to start when this deal goes live at 15:00 PT/18:00 EST. While it won’t be running the most demanding games at the highest specs, there’s a surprising amount of oomph hidden in here. If you’re looking for something to run your favourite multiplayer games on, this has everything you’ll need without having to push the boat out.

Whatever you’re playing, it’ll look great thanks to the 15.6-inch Anti-Glare display. And with a 256 SSD, while you might struggle to have too many games stored at any one time, they’ll all load up with some serious speed. Add an NVIDIA GeForce GTX 1650 graphics card, a 10th generation Intel Core i5 processor, and 8GB of RAM, Dell’s offering is likely to remain relevant for a good

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PC Parts Shortages Are an Issue Again — Just Ask HP and Dell

As consumers and schools keep snapping up notebooks, component shortages are once more becoming a problem for the PC industry.

On Tuesday afternoon, HP Inc.  (HPQ) – Get Report and Dell Technologies  (DELL) – Get Report — two of the world’s three biggest PC suppliers, along with Lenovo — both disclosed on their earnings calls that they’re seeing PC component shortages.

“We exited the quarter with an elevated [PC] backlog and continue to operate with component supply shortages which are expected to constrain our growth through the first half of 2021,” said HP CEO Enrique Lores. Later, acting CFO Marie Myers added that HP’s PC growth remains constrained by “industry-wide supply shortages” of CPUs and display panels.

Likewise, Dell COO Jeff Clarke said his firm is dealing with LCD-related shortages — both for LCD panels and chips such as timing controllers and display drivers.

The remarks

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