Yesterday Dell held its 2011 Analyst Meeting in Austin, Texas.  Over 150 analysts and investors attended the event and were able to hear from the executive leadership team about Dell’s strategy, our solutions capabilities and Dell’s differentiated go-to-market approach.

On Tuesday night, Dell executives led a solutions expo featuring Dell’s enterprise solutions and services offerings.  Executives walked participants through our current offerings, customer value proposition, and Dell’s differentiation.  The event was a great success.

Wednesday’s presentations started off focused on the company strategy and financial model.  Michael Dell kicked off the event discussing how the company is executing on a growth strategy built on enterprise solutions that drive efficiency and flexibility for the virtual era.   Dell’s mid-market design focus provides open systems that are highly capable, affordable and flexible enough to scale to meet the needs of large enterprises, public institutions and mid-size businesses. That focus is differentiated and creates value for customers.  Michael also discussed the significant progress we have made against the commitments from last year by acquiring key IP and sales capabilities, delivering value-added solutions, capturing a growing share of the IT profit pool, and growing operating income and cash flow.  In addition, Michael Dell held a founders panel with executives from Dell Boomi, Dell KACE, Dell Compellent, and Dell SecureWorks.

CFO, Brian Gladden, explained Dell is executing on our long-term strategy.  The strength in client is driven by selling value, sales execution, procurement cost reductions, and component cost declines.  Brian also explained that Dell has used a disciplined resource allocation model, accelerated enterprise growth, and has made a great deal of progress towards the long-term value creation framework which we shared two years ago.  Dave Johnson, SVP of Corporate Strategy, described how Dell’s efficient IT strategy is delivering simplicity and innovation in our three solutions domains:  Next Generation Computing Solutions & Intelligent Data Management, End-User Computing, and Services, Security & Cloud.  Dell is competing in these domains through organic and inorganic investments with a thoughtful and disciplined approach.

The second part of the day was focused on solution domains.  Jeff Clarke, Vice Chairman Global Ops & End-User Computing, talked about the attractive market opportunity in the End-User Computing market.  He stressed that the death of the PC has been over-hyped, and that there are key opportunities for growth.  In this space, Dell will focus on reducing complexity, continuing to improve the cost position of the supply chain, and continuing to migrate towards focusing on selling higher value products and solutions.  Brad Anderson, SVP Enterprise Solutions Group, explained that Dell’s enterprise strategy has not changed and that our approach is differentiated.  He discussed how Dell is focused on using our expertise and differentiated end-to-end solutions to address two key market catalysts; virtualization and the explosion of data.  Steve Schuckenbrock, President of Dell Services, discussed how the company is providing efficient and flexible solutions with a mid-market design focus supported by a world class portfolio of service offerings including support, infrastructure, applications, BPO and security. 

The last part of the day focused on Dell’s role as a trusted advisor and solutions provider for their mission critical Information Technology.  Dell CMO Karen Quintos moderated a panel with several Dell customers to discuss why they view Dell as an innovating and differentiated solutions partner.  Paul Bell, President of Public and Large Enterprise explained how Dell’s strategy is resonating with customers.  The success comes from our focus on relationships and solving key IT problems, allowing customers to direct their IT investment to where it matters most, and helping them to achieve their business objectives.  Steve Felice, President of Consumer and Small and Medium Business, talked about the differentiated strategies of both the Consumer and Small and Medium business spaces.  He focused on proof points of success indicating both businesses are executing very successfully against their respective strategies and improving customer loyalty in the process.

The event was a great success.  We continue to execute on a growth strategy that has been in place for almost two years and we continue to focus on operating income growth and maximizing profit share.  If you missed the event, you can listen to the webcast replay here.  We welcome and look forward to your comments.