I like this play, even if it&#x27;s 15 years late. Dell had a shot at being AWS and EMC put together in the &#x27;90s and 2000s.<p>I think if you&#x27;re a large-scale commodity hardware integrator, and you look around, you say &quot;We better have a cloud offering right now.&quot;<p>Most interesting to me is that you now might have two cloud providers which have a history of total focus on razor-thin margins, competing with a few that don&#x27;t have that DNA at all. I think Dell could be surprisingly compelling at the cloud game with EMC and VMWare tech in-house.