You have been with EMC since 1988. How have you seen the company change over the past 20-plus years?
I have been asked that question in a number of different ways over the years and the way I prefer to answer it is if you go back to 1988, there was a different set of companies trying to make a difference in the market.
Many of those companies aren't here anymore. Ones that spring to mind are Wang, Prime, DEC. Many of those companies were fine companies, [with] great people, [who] did great stuff, and they did one thing once somewhat well, ultimately.
I'd say that the big attribute that EMC has is the ability to change. If you look at what were the key things for us at the company I joined it had 700 people globally and a $125 million (76 million) turnover. We ended up being the fastest growing IT company of any type in the 1990s. We got it from $125 million to $8.9 billion by the end of the century.
It has worked out well. The market has always come to us with the full knowledge that we will really help them from an intellectual capital point of view.
Number one we were in the right market. The whole thing around information and, as it turned out, information management became really key themes. Thankfully for us we have always had a vision, or an opinion, on where the market was going and we always tried to be the first to that new market and help our customers from where they were to hopefully where they needed to be.
It has worked out well. The market has always come to us with the full knowledge that we will really help them from an intellectual capital point of view and we have always had capability. The products have always been the best on the market at any point in time and those things have stayed the same.
Then, Joe [Tucci] joined us in 2000 and clearly his vision and his skill around acquisitions and really picking technologies even further ahead of where we were [made a difference].
We used to be a company defined by storage. Then, I would say between 2000 and 2009, we were defined by the information layer, which is basically storage-plus. There is no point in having information stored without business continuance, compliance, security, content management, those types of things.
What about now?
Nowadays we really define ourselves around cloud and then around the datacentre opportunity. The market we are in, even in the last 18 months/two years, has grown by a factor of five and our relevance to our customers is fundamentally larger, wider [and] deeper. But [also] more strategic. Thankfully for us, a great deal of intellectual capital and a great deal of the money in cloud has moved towards cloud enabled infrastructure a subject we are the home of.
What has changed over the time? We have changed constantly. I would say there have been five or six generations of the company over that time. We have changed, to some degree, culturally. You try and keep the best of your culture but we have changed in a number of key ways. Some of the key attributes like how we treat customers [has stayed the same].
