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  1. #1
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    [EN] Michael Dell: Put off by cloud costs, clients resume buying data center gear

    Dell Says ‘Large’ Number of Companies Return From Pricey Public Cloud

    Brian Womack
    May 8, 2017

    Michael Dell said his company is seeing some customers return to buying equipment after discovering that working with the giant cloud-computing providers is more complicated and costlier than they thought.

    Hardware from Dell Technologies Inc. is getting a second look from companies finding that outsourcing their computing needs to the public cloud—big providers such as Amazon.com Inc., and Microsoft Corp.—can be twice as expensive or more as running it themselves, Dell said Monday. While he didn't provide specifics, Dell added "it's not small numbers; it's large numbers."

    "We're not saying public cloud is not going to happen or it's not going to grow—it is. It's just not perfect for all workloads. And everything is not going to go to the public cloud," said Dell, who had earlier referred to the phenomenon as sort of a "boomerang" effect.

    The chief executive officer spoke during the Dell EMC World gathering in Las Vegas with more than 13,000 attendees from more than 100 countries.

    Dell Technologies, which has partnerships with Microsoft and Amazon, is overhauling the company's equipment and bringing out new products even as customers add projects with the public cloud providers. Dell merged with EMC Corp. last September to create a company with a wide variety of servers, data storage equipment, software and other products that offer a large portfolio to potential customers. That may minimize the need for acquisitions. he said.

    "One of the things that I haven't heard from those folks is 'Hey, we're already selling everything we have; can you get us more stuff?'" Dell said. "We've given them an incredibly broad portfolio. We don't actually need more things to sell right now."

    Still, he didn't close the door on potential acquisitions.

    "We can make acquisitions if we need to, and certainly if there are opportunities that make sense, we're open for business," he said.

    https://www.bloomberg.com/news/artic...y-public-cloud

  2. #2
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    2 centavos

    Michael Dell é suspeito, mas começam a pipocar números, projeções, análises que mostram aumento sensivel de gastos das empresas com data centers próprios, revertendo uma alegada "tendência".

    Certa vez, em uma discussão com James Hamilton, VP da AWS, ele argumentava que a Amazon tinha contratos vantajosos de fornecimento de energia, o que seria a maior despesa em um data center, não sendo possivel data centers de empresas operarem a um custo menor. Esse entendimento prontamente foi questionado com exibição de estudos: 1) Grandes empresas (ex fábricas) obtém contratos de energia melhores; 2) A maior despesa, disparada, de um data center é com pessoal. Hamilton voltou atrás: os data centers da AWS operam com meia-duzia de funcionários, insignificante na despesa total, enquanto data centers de empresas operam (justificadamente) com grandes e dispendiosas equipes.

    Dessa forma, a "economia" de usar um "hyperscaler" pode ser a do feirante que grita "mulher bonita não paga ... e não leva". Ora, empresas não operam com data centers e um quadro de funcionários altamente especializados para rodar servidores de e-mail ou Web. Geralmente existe um número incalculável de sistemas e aplicações que envolvem conhecimentos especificos e sólida experiência que nem em sonho um provedor IaaS poderá substituir porque a natureza do negócio atual dos hyperscalers é prestar serviços genéricos. Existe o potencial de reduzir tais despesas básicas mas é inexpressivo comparado com o custo dos profissionais que precisa manter na empresa.

  3. #3
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    James Hamilton
    November 30, 2008

    ...

    Like “power dominates” the people costs dominates argument is accurate in some domains but generally not true of high-scale services. People costs dominate is often true of enterprise data centers. Server counts to admins typically run in the 100:1 to 140:1 to range. See http://www-db.cs.wisc.edu/cidr/cidr2...p41-lohman.ppt for an example of the people costs dominate argument.

    People costs in the enterprise are huge. But when you are running 10^3 to 10^4 servers, you need to automate. Some of the techniques to automate well are in: http://mvdirona.com/jrh/talksAndPapers/JamesRH_Lisa.pdf. After automation, admin costs are under 10% and often well under 5% of the total cost of operation. The admin costs disappear into the noise.

    See slide 5 in this deck for a quick service != enterprise argument: http://mvdirona.com/jrh/TalksAndPape..._Ladis2008.pdf.

    I’ve seen high-scale data centers where security and hardware are under 1 person/MW. Almost free. I’ve led service that were not super-high scale and we were not close to as automated as we should be and, even then, the admin costs were only 9%.

    If you want to include security, hardware admin, and software operations, a conservative estimator for a well automated, high-scale service is 10%

    http://perspectives.mvdirona.com/200...-data-centers/

  4. #4
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    +2 centavos

    Cabe lembrar que tanto Microsoft como Google apostaram inicialmente em PaaS, ou seja, justamente em serviços que reduziriam a necessidade de pessoal das empresas. Mas o mercado empresarial não respondeu como esperado. Por exemplo, Azure quando foi lançado não vendia IaaS -- não existia o produto VPS. Porém Azure oferecia um serviço de alojamento chamado "site" que providenciava a infraestrutura, software, gerenciamento, com alocação dinâmica de capacidade. Não era (é) responsabilidade do cliente cuidar da instalação, configuração, atualização, segurança do software (sistema operacional, CMS, banco de dados, nameservers, etc) ou das necessidades de memória ou CPU. Essencialmente era (é) como um provedor de hospedagem configurando e mantendo um servidor virtual só para seu uso. Neste sentido, IaaS foi uma regressão, obrigando o cliente a ter conhecimentos de Sysadmin, administrador de banco de dados, especialista em redes e segurança, e definir previamente recursos fixos de hardware.
    Última edição por 5ms; 09-05-2017 às 17:39.

  5. #5
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    Dell EMC touts zero upfront cost payment plans for servers in market share battle

    Dell launches a new cloud payment model to take on Amazon, Microsoft

    The change in pay model was "a natural evolution," CEO Michael Dell told CNBC on Monday.

    "We've been gradually embracing this for some time, but we talk about this as consumption models. So, pay-as-you-grow, pay-as-you-use, pay-per-use — and we're absolutely embracing that. It's what our customers are asking us to do, and we're happy to do it," said Dell.

    Desmond Koh
    May 9th, 2017


    Dell EMC has rolled out monthly repayment plans that promise to cut initial costs for companies embarking on digital transformation, as the tech behemoth prepares to wrestle market share from public cloud providers such as Amazon Web Services.

    Unveiled on May 8 at the Dell EMC World event in Las Vegas, the move comes as Dell renews its push for a hybrid cloud solution, which will have its users pick offerings from its software and hardware portfolio to meet their needs instead of opting for a one-size-fits-all public cloud.

    Under this so-called flexible consumption model, Dell EMC’s VxRail hyperconverged servers, for instance, can be deployed with no upfront cost, and on a monthly payment plan that varies depending on the number of users they serve.

    The plans are made available through Dell Financial Services, and comes on the heels of its PC as a Service and Flex on Demand offerings. They allow firms to pay for the computers and storage space they use through flat monthly fees instead of lumpy, cyclical capital expenditure.

    Hyperconverged servers integrate processors, networking and storage solutions into one box, and are often cheaper to build and easier to deploy than traditional servers.

    This is attractive to customers leaning towards public clouds. The latter often package their offerings in a Software or Infrastructure as a Service model, collecting a straightforward monthly fee for a service that is easy to deploy with minimal manpower and know-how.

    Dell head honcho Michael Dell, among others, were at pains to explain during the opening keynote how the pricing model was made possible by the now-private firm’s ability to take a long-term view rather than focus on short-term profits, and the integration of Dell and EMC’s expertise post-merger.

    Also announced at the show was Dell EMC’s 14th generation PowerEdge servers that also power VxRail and other Dell EMC enterprise products, and a complete refresh of its enterprise storage offerings.

    Speaking to reporters at the event, Dell EMC’s president for South Asia and Korea, Paul Henaghan, confirmed that the flexible consumption model for VxRail will make its way to its “tier 1” Asian markets such as Singapore, Australia and Japan, ahead of other nations. However, he would not commit to a rollout date.

    Riding strongly into stormy waves

    These developments represent another step in what Dell EMC chief financial officer Tom Sweet describes as a push towards unifying its portfolio to offer its customers a complete end-to-end product.

    This is a company forging new paths forward in a union that has not always received positive reception.

    Eight months into the acquisition of EMC, Dell has consolidated its various brands into a family of businesses under the Dell Technologies umbrella that covers everything from hardware to software to security solutions.

    Indeed, Dell executives were keen to articulate end-to-end offerings from its brands at the event, from the PC terminals employees use, to the software layers making sense of these interactions, the server back-end that the software runs on, and security solutions keeping everything secure.

    Post-privatisation and acquisition, the new company also appears to be in a stronger position. Even the PC shipments that used to sound the death knell for the business grew for 16 consecutive quarters at a rate faster than its rivals, executives told attendees here.

    The company will be up against strong competition, however. Dell EMC’s equally-giant rival HP Enterprise has acquired Simplivity, one of the prominent players in the hyperconverged space that Dell EMC appears to be targeting aggressively with this announcement.

    The popularity of public clouds like Amazon Web Services and Microsoft Azure also show no signs of abating, and there is no guarantee Dell’s flexible consumption model that aims to mimic the former’s simplified cost and deployment structure can fend off these challenges.

    The bets are big, just as the entertainment at this year’s event aims to to impress.

    In between a 13-year-old Minecraft boy guru upgrading servers in-game while fending off monsters during a stage demo, and magician David Blaine piercing his palm for a magic performance, Dell will need to pull together its coherent suite of solutions to innovate beyond simple tricks to succeed.

    https://www.techgoondu.com/2017/05/0...-share-battle/

  6. #6
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    Dell to bring pay-monthly subscriptions to PCs

    Darren Allan
    May 9th, 2017

    Dell has once again asserted that it is fully committed to the PC market, with the revelation that the company intends to fire up a PC-as-a-Service offering before the end of 2017.

    In other words, we’re talking about a scheme whereby computers aren’t bought outright with an upfront lump sum, but are instead ‘rented’ on a monthly subscription, with obvious benefits in terms of spreading the cost (and being able to upgrade machines in a much smoother and cost-effective manner, too).

    Chief executive Michael Dell divulged these details in his keynote speech at Dell EMC World, which runs through to Thursday this week over in Las Vegas. He didn’t elaborate on the specifics, mind you, but simply said it would be a worldwide PC-as-a-Service program that would be coming this year, with more to be revealed later today.

    Dell also noted that PCs are a vital aspect of the enterprise world, reaffirming what he said last year: that his company is looking to become an ‘enterprise solutions powerhouse’ covering all bases, end-to-end.

    Market shift

    Rival manufacturer HP already offers PCs on a monthly subscription, and has done since last summer, when the firm launched its Device-as-a-Service scheme which covers not just PC infrastructure but other devices such as printers.

    And also last summer, Microsoft kicked off its Surface-as-a-Service program, flogging its hybrid laptops on subscriptions to small businesses and enterprises alike, alongside software subscriptions such as Office 365.

    Dell has previously said that as we move into the next decade, it expects 80% of global PC sales to be driven by three big manufacturers – and the company intends to be one of these.

    http://www.techradar.com/news/dell-t...iptions-to-pcs

  7. #7
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    Cloud-style monthly pricing for everything from servers to personal computers

    With pay-as-you-go pricing on computers and storage, Dell looks to lead enterprises to the hybrid cloud

    ROBERT HOF
    08 MAY 2017

    Straddling the often-competing worlds of data center hardware and the cloud, Dell Technologies today sought to convince customers it’s best positioned to help them move to cloud computing without giving up their own machines that still largely run their businesses.

    The company, which now offers everything from Dell servers to EMC storage to cloud software from its VMware Inc. and Pivotal Software Inc. units, today introduced a raft of new storage products, previewed its new line of servers and announced new cloud-style monthly pricing for everything from servers to personal computers.

    Kicking off the company’s first Dell EMC World conference since closing its massive acquisition of EMC Corp. in September, Chief Executive Michael Dell hammered home the notion that Dell alone can provide the largest range of solutions for companies gradually moving to the cloud but still dependent on servers, storage and networking on their own premises.

    “We understand you’ve got a data center that’s full of applications … that needs modernizing,” he told some 13,500 people at the conference keynote. “We can drive a coordinated innovation across all your environment,” he said, calling its portfolio of products a “modular fast lane to cloud-ready.”

    Of course, Dell isn’t alone. It faces big traditional rivals such as Oracle Corp. and Hewlett Packard Enterprise Co. as well as cloud providers such as Amazon.com Inc., Microsoft Corp. and Google Inc.

    Tacitly acknowledging that fact, Dell posed a vision of cloud computing that involves infusing the cloud style of computing into all their operations, not just moving workloads to a particular cloud. “Cloud is not a place, but rather a way of doing information technology,” he said.

    Indeed, Dell – usually reserved in public comments about competitors – came out swinging at the leading public clouds. “If you have a public-cloud-first strategy, I think you’re going to be uncompetitive,” he said, because public cloud services at large scale can cost twice as much as private clouds.

    To that end, Dell announced new pricing for a number of its products, even PCs as a service so customers can essentially rent use of the hardware for a monthly charge per person and no long-term contract. It’s not yet clear whether that’s the way most customers will want to buy from Dell, but provides a way to pay for only what they use, like they do for cloud services.

    “Dell EMC is adding this to servers, storage, virtual desktop infrastructure and PCs as a service,” said Patrick Moorhead, president and principal analyst at Moor Insights & Strategy. “This is a big deal as it narrows the competitive advantage the public cloud has had.” However, he added, the company will need to keep pace with the public cloud providers with monthly, daily and even by-the-minute or by-the-second.

    It’s debatable how much pricing can make a dent in the momentum of the cloud leaders, though. Dell trails far behind them in expertise in rapidly growing new data-intensive applications that require machine learning. And its support for the cloud transition may seem half-hearted at best to enterprises that have already made the commitment.

    Dell also positioned the company as having all pieces needed for three main categories of applications: mission-critical applications, less critical general business applications and cloud-native applications. Public clouds have made strides on the last two, but Dell EMC President David Goulden noted that many customers still won’t move mission-critical applications such as Oracle databases and business software from SAP SE anytime soon. For those, he said, Dell can offer on-premises technologies, in particular its Virtustream infrastructure cloud provider that EMC had bought in 2015.

    New servers and storage

    Still, not surprisingly, Dell focused much of its attention at the keynote on new hardware and related software, with the usual basic improvements: faster, cheaper and smaller. For one, it provided a preview of its 14th-generation PowerEdge servers, which are slated to start selling this summer after Intel Corp.’s own next-generation Xeon chips start shipping.

    The company also introduced a series of updated storage devices – the flagship VMAX enterprise storage platform, the high-end all-flash XtremeIO array, the midrange SC5020 hybrid disk-flash array and the Isilon network-attached storage arrays. Not least, it introduced several updates to its “hyperconverged” systems called VxRail, VxRack and XC that combine computing, storage and networking in one appliance.

    Dell also announced a new combined venture arm, Dell Technologies Capital, that plans to invest about $100 million a year in startups. The company listed a wide range of potential investments, from storage and software-defined networking to machine learning and the Internet of Things.

    “Customers are seeing that we really are one company,” Dell said in a subsequent interview on theCUBE, SiliconANGLE Media’s mobile studio. Moorhead backed up his claim. “They’ve added a single pane of glass to manage all Dell EMC compute and storage units,” he said.

    Here’s theCUBE’s interview with Michael Dell: https://www.youtube.com/watch?v=ffVFcJyGUE8

    https://siliconangle.com/blog/2017/0...-hybrid-cloud/

  8. #8
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    A 'Transformational License Agreement' – what merry Dell is this?

    How the hell do I pay for this stuff?

    Chris Mellor
    8 May 2017

    Dell EMC World Dell Financial Services has today announced a string of sales and licensing deals to help customers avoid paying for stuff outright, even inventing a new TLA – "TLA," in fact.

    Here's a rundown of the buzzword-riddled agreements on offer:

    • Flex on Demand – Customers pay only for the storage capacity needed, with a low-capacity commitment and a flexible payment period. They get instant access to additional buffer capacity during spikes, with payments adjusting to match usage.
    • Cloud Flex for HCI – A cloud-like consumption model with simple monthly payments, built-in price reductions over time, and no upfront costs or obligations after the first year.
    • PC as a Service – A combining of PC hardware, software and end-to-end services including deployment, management, security and support, for a single, predictable price per seat per month.
    • VDI Complete Solutions – Powered by VMware Horizon, and based on VxRail Appliances or vSAN ReadyNodes, it combines the infrastructure, software and the option of thin clients and services all from Dell EMC. Buy, deploy and manage with a single number for support.
    • Transformational License Agreement (TLA) – This customized software contract allows customers to swap undeployed software with any new title – including titles not in the agreement – and freely exchange any software, including titles that have already been deployed. Pre-paid T-credits can be redeemed at any time for incremental software licenses, as well as professional, education and public cloud services.


    Customers should get their bean counters to look over these deals and see if the cost benefits are worth the closer relationship (of approaching lock-in) with Dell that they entail.

    Dell Financial Services Cloud Flex for HCI is available now for Dell EMC VxRail and XC Series and has planned availability by Q3 2017 for Dell EMC VxRack Systems.

    Flex on Demand, PC as a Service, VDI Complete Solutions and the Transformational License Agreement are available now in select countries globally.

    https://www.theregister.co.uk/2017/0...led_offensive/

  9. #9
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    PR: Dell Technologies Rolls Out Flexible Consumption Models for IT from the Desktop to the Data Center

    Provides flexible, simple, predictable ways for organizations to adopt new technologies

    Story Highlights

    • Dell Technologies launches new flexible consumption models to simplify adoption of technology to address unpredictable IT demands and changing business requirements
    • Dell Financial Services Flex on Demand helps customers reduce costs associated with overprovisioning storage solutions
    • Dell Financial Services Cloud Flex for HCI provides customers with a cloud-like consumption model initially for Dell EMC’s hyper-converged family of products
    • PC as a Service and Dell EMC VDI Complete Solutions accelerate workforce transformation with tailored solutions and predictable pricing
    • A new Dell Technologies Transformational License Agreement offers customized software contracts for flexible license and maintenance of software titles


    DELL EMC WORLD 2017, LAS VEGAS , May 8, 2017 -
    Dell Technologies announces its company-wide approach to simple and predictable flexible consumption models designed to accelerate IT Transformation. Organizations are looking for new ways to procure their technology and solutionsi to reduce large up-front capital investment costs in a rapidly-changing technology landscape. Dell Technologies is uniquely positioned to respond to this industry shift with its broad portfolio of client and data center products, award-winning services and support, and industry-leading payment solutions from Dell Financial Services (DFS).

    Whether implementing a hyper-converged infrastructure solution for the first time, planning a PC refresh or modernizing an entire data center, Dell Technologies has a consumption model tailored to the technology being implemented. This gives organizations more flexibility with their IT planning and strategy – they can scale capacity up or down with changing business demands, respond to unpredictable spikes in demand, or roll out new technologies incrementally without large upfront capital costs.

    “Many IT leaders worry about unforeseen costs and risks when adopting new or different technologies, but organizations that do not invest in IT Transformation initiatives risk falling behind their competitors,” said Howard Elias, President, Dell EMC Services and IT. “With flexible, simple and predictable payment solutions, we help organizations adopt the technology—from the desktop to the datacenter—that best suits their business needs today and allows a more pay-as-go model for modernizing and transforming IT.”

    Introducing DFS Flex on Demand

    Initially available for all Dell EMC storage solutions, Flex on Demand lets customers pay only for the storage capacity needed, which reduces costs associated with overprovisioning. Importantly, Flex on Demand provides instant access to additional buffer capacity during spikes driven by the business, with payments adjusting to match usage. DFS offers a low capacity commitment and a flexible payment period so customers may pay only for what is consumed, freeing up budgets for other projects.

    Introducing DFS Cloud Flex for HCI

    Initially available for Dell EMC’s hyper-converged family of products, with Cloud Flex for HCI customers can experience a cloud-like consumption model with simple monthly payments, built-in price reductions over time, and no upfront costs or obligation after the first year. Starting with Dell EMC VxRail Appliances and Dell EMC XC Series, this flexible, low-risk financing solution eliminates initial capital costs and spreads payments over time, and gives customers the ability to spend more time and resources on innovating and growing their businesses.

    Introducing PC as a Service and Dell EMC VDI Complete Solutions

    According to a recent IDC survey, over 40%of respondents say they have engaged in the past 12 months, or are considering engaging in the next 12 months, in PCaaSii. The Dell Technologies PC as a Service solution combines the latest Dell Technologies PC hardware, software and end-to-end services including deployment, management, security and support, for a single, predictable price per seat per month. The solution helps reduce the burden and cost of IT management over the complete lifecycle of the PC, allowing IT to focus on more strategic priorities and gets end-users into new technology faster.

    For organizations that are contemplating desktop and application virtualization technologies, Dell EMC VDI Complete Solutions reduces the common barriers to adoption by making it easier to buy, deploy and manage with a single number for support. VDI Complete combines the infrastructure, software and the option of thin clients and services from a single vendor. The solution, powered by VMware Horizon, is based on VxRail Appliances or vSAN ReadyNodes™ so that customers can build their own VDI solution or buy a pre-configured, end-to-end solution.

    Introducing the Dell Technologies Transformational License Agreement (TLA)

    The Dell Technologies TLA is a single, simple software agreement for license and maintenance that makes annual spend more predictable and cost-effective. This highly customized software contract offers unprecedented flexibility in the way software titles are consumed and maintained, especially as requirements change over time. For example, customers can readily swap un-deployed software with any new title, including titles not in the agreement, and freely exchange any software, including titles that have already been deployed. Finally, pre-paid T-credits can be redeemed at any time for incremental software licenses, as well as professional, education and public cloud services.

    Availability

    • DFS Flex on Demand is available now in select countries globally.
    • DFS Cloud Flex for HCI is available now for Dell EMC VxRail and Dell EMC XC Series and has planned availability for Q3 2017 in Dell EMC VxRack Systems.
    • PC as a Service is available now in select countries globally.
    • Dell EMC VDI Complete Solutions are available now in select countries globally.
    • Dell Technologies Transformational License Agreement is available now in select countries globally.


    https://www.emc.com/about/news/press...0170508-03.htm

  10. #10
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    The change in pay model was "a natural evolution," CEO Michael Dell told CNBC on Monday.

    "We've been gradually embracing this for some time, but we talk about this as consumption models. So, pay-as-you-grow, pay-as-you-use, pay-per-use — and we're absolutely embracing that. It's what our customers are asking us to do, and we're happy to do it," said Dell.
    Estou absolutamente certo de não ter entendido nada

    A "inovação" é aluguel, financiamento, ambos?

    Essa menção do Dell à felicidade me remete às "Curitibas". No inicio do século passado, um executivo da NCR foi condenado nos EUA a 1 ano de prisão por excesso de criatividade. A empresa simplesmente não suportava a existência de um mercado secundário de suas caixas registradoras. A livre comercialização de caixas usadas reduzia a demanda por caixas novas e segurava o preço. Quando o executivo condenado foi trabalhar no que viria ser a IBM, surgiu a luminosa idéia: fabricar equipamentos para alugar, não para vender. Fim do mercado secundário de compra e venda, e também do mercado de manutenção e suporte. De quebra, barreira de entrada. Funcionou bem até não funcionar mais. Entre os multiplos problemas, o canibalismo e os truques para alugar o excesso de estoque. Deu no que deu.

    No caso Dell, que na entrevista à CNBC mencionou o "boomerang" de empresas Internet que trocaram data center por "cloud pública" e acabaram retornando à data center, creio que sempre contaram com as opções de alugar ou comprar (via leasing). Nos anos 80, um colega alugava PCs para empresas. Atualmente temos uma cliente com um arranjo maroto com a Telefonica & Cia para fornecimento de hardware e software para a firma dela. A diferença é que o colega podia manter o número de PCs que fosse conveniente à ele, negando fornecimento, enquanto a Dell & Cia aparentemente vai ter que empatar capital para concorrer com a HPE -- o céu seria o limite -- dizimando os concorrentes que não tiverem capacidade de endividamento.
    Última edição por 5ms; 10-05-2017 às 12:39.

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