The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Rohit Chopra - Buckingham Research Group - Analyst
: A couple of questions. Thanks for taking my questions, Paul and Penny. I want to get a sense of the margin profile. Is it similar to classic UCS or is
it better? That's the first question.
The second question is about UCS Mini. I just want to get a sense of how this product fits into the long-term trend of centralizing branch service,
or replacing them with new solutions. I think some your competitors have solutions which are trying to push the branch server out of the branch,
let's put that way.
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And the other piece is, how does it fit into -- you started to talk about this, but how does it fit into the converged storage server solution, let's say
from Nutanix or SimpliVity? You're releasing this, and I just want to get a sense of how that fits into those trends.
Question: Rohit Chopra - Buckingham Research Group - Analyst
: Thanks, Paul.
Question: Simona Jankowski - Goldman Sachs - Analyst
: I had a question on the M-Series. Conceptually, the disaggregated compute model makes a lot of sense, and is very interesting. But could you go
a little deeper into the defensibility of the IP, and the value-add from a fiscal perspective? How likely is it that others copy this, and to what extent
can you maintain a lead in this?
Question: Simona Jankowski - Goldman Sachs - Analyst
: Thank you.
Question: Bill Choi - Janney Montgomery Scott - Analyst
: A little more technical question here. You introduced the UCS VIC 1300, the new custom network adapters. You didn't talk too much of in detail
about that. Could you talk about the use of RDMA over ethernet, I guess that's rocky.
Are you using all internal components? Do have any other suppliers? Is this kind of the base technology that you're going to use for all scale-out
deployments of the M4 servers?
And lastly as you target this scale-out solution, it is geared toward very specific app environments. I'm curious if you have many opportunities for
higher-level software capabilities that get you even closer to apps, so something on top of it that works for use cases like analytics or media?
Question: Bill Choi - Janney Montgomery Scott - Analyst
: Most of it. I was curious if you are using the chips from any particular suppliers.
Question: Bill Choi - Janney Montgomery Scott - Analyst
: Okay. Thank you.
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