June 2008 - Posts

  • Dell’s Virtualization Strategy

    As I had previewed during our Q1 earnings call last month, I recently sat down with Brad Anderson, SVP and head of our Enterprise business, to get some more insight into our virtualization strategy, how it relates to our Server and Storage business, and virtualization's impact on the industry and Dell. Simply put, our mission at Dell is to Simplify IT by eliminating complexity in customer computing environments. There are a number of ways we are doing this - and virtualization is a critical enabler.

    Virtualization has been growing rapidly because it solves real customer problems related to space, cost, and power. One of the things to keep in mind is that dynamic virtualized server environments work best when matched with an equally dynamic storage solution and that's why storage virtualization is of equal importance. In addition, you may also be interested in a host of virtualization related topics on Direct2Dell, our blog site for customers, which might further augment the v-log that follows.  

    We hope you find this discussion helpful. The vlog format is a new way for us to have a conversation with you and we look forward to your feedback. We have included a few supporting slides in PDF format in conjunction with the vlog that you can download or print. As always, we will respond to your questions and comments posted on this blog site as well as via email and over the phone. So please feel free to post on this site or contact us directly. We look forward to hearing from you! 

    Click here to view the PDF file associated with the vlog.  

    <a href="http://media.direct2dell.com/dell/june2008/virtualization_vlog.flv"><img src="http://dellshares.dell.com/photos/sample/images/862/original.aspx" border = "0" width="300" height="225"></a><br /><a href = "http://media.direct2dell.com/dell/june2008/virtualization_vlog.flv">View Video</a><br />Format: flv<br />Duration: 17:50

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    Duration: 17:50
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  • Opportunities for Individual Investors to meet with Dell IR

    Starting today and through this weekend, we are attending the Better Investing National Convention in Schaumburg, Illinois - one of several conferences from the National Association of Investors Corporation (NAIC) that cater to individual investors.  The conference is set up as a means for individual investors to learn best practices for investing and more about financial planning.  The conference hosts classes, seminars and conversations with investor relations professionals from exhibitors and corporate sponsors.

    So why are we there you ask?  Individual investors own roughly 20% of Dell and this is one of many opportunities for us to be involved in direct relationships with you, our current and potential shareholders.  This conference is yet another way to interact with company representatives, educate yourself and become informed and knowledgeable about us and other companies.  We will also be attending other conferences such as the Money Show in Washington DC, November 6-8, 2008 and The World Money Show in Orlando, FL, February 4-7, 2009.  Moreover, we look forward to seeing our stockholders at the 2008 Annual Meeting of Stockholders that will take place on July 18th here in Austin, Texas. 

    We'll be at the Renaissance Hotel in Schaumburg, Illinois. Come see us at booth #214 - we hope to see you there.

  • Notice and Access and Interactive Year-in-Review

    In preparation of our upcoming Annual Meeting of Stockholders on July 18th in Austin, we filed our proxy documents this week and began mailing ‘notice’ to shareholders.  In the past, we mailed shareholders paper documents, including an annual report, proxy statement and voting instructions.  As a result of a U.S. Securities and Exchange Commission e-proxy rule, public companies are now allowed to provide their proxy materials over the Internet, which is commonly referred to as ‘notice and access.’

    So what’s different this year?  The e-proxy rule requires us to mail a ‘notice’ to shareholders.  This ‘notice’ provides instructions on how to ‘access’ proxy materials and related company information over the Internet, as well an option to continue receiving a paper copy of the proxy statement, annual report and voting instruction card.  We believe that this new process is important – it will conserve natural resources and reduce the costs of printing and distributing proxy materials.  Since we must provide this filing at least 40 days before the shareholders’ meeting, it will also provide shareholders with immediate access to the information they should review.

    Why are we blogging about it now?  It’s a big change and we wanted to make the transition as easy as possible.  We filed our proxy statement on Monday, June 2nd and will begin mailing ‘notices’ to you this Friday, June 6th.  Once you receive your notice in the mail, you can access the voting page online, where you will find:  the proxy statement, our annual report on form10-K, a link to our 2008 interactive year-in-review website and information on the time and location of our annual meeting of stockholders.

    In coordination with the online voting migration, we have re-designed our 2008 interactive year-in-review website that includes our chairman’s letter, a video from Michael, a synopsis of our key growth priorities, financial summary charts and easy-to-print PDF’s of all of the material on the site.  Additionally, we have included easy to access links to our shareholder meeting webpage and the proxy voting website for your convenience.  We encourage you to review the interactive review online and provide feedback on how you like the new format.  

    Proxy voting is an important means by which you as an investor can have a say in the business operations and activities of Dell.  Whether you plan to attend our annual meeting on July 18th or not, we value your opinion and your vote.  Shareholder feedback enables us to serve you better.  We’re listening.

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