 Okay, we're back in theCUBE live. It's like seven o'clock. Pat, you're late, 6.30. We're at Pat Gelsinger, president of EMC products. Any new titles since we last met? I don't think so, but I'll check. Inside theCUBE, Pat, welcome back. For the fifth time, you're our most favored guest EMC. That's called, that's scary. You've been on. Welcome to theCUBE, Dave Vellante with Wikibon.org. Just keep coming back. So, in fact, Kevin Beck gets points for that. So, Big Day, you're up early at the gym. Dave saw you working out. Big keynote. Joe Tucci was up there. Joe was doing his thing, telling his stories. You had to come and deliver the meat. But EMC World here in Vegas, you guys are celebrating cloud meets big data. Very relevant theme. Some big announcements. Some sizzle and some steak. So, let's just jump right in. Dave, the sizzle is Hadoop. Hadoop, we've been talking about Hadoop all day. Pat, we were talking off camera. You said there was some interest in that, but that's all we've been talking about. Our feeling was, look, there's a lot of ways you could have done this, but it was a real signal to the marketplace that you're extremely serious about Hadoop. Talk a little bit about why now, why the big move, to basically have your own distribution. Well, several things happen. One is there's just a lot of activity in the space. It's just amazing the amount of different open source projects going on. New file system, new tools on top of Hadoop. New analytics environments. So there's just energy around it in the marketplace. And at the heart of all of it is Hadoop. We also found that a lot of customers were had green plumb, and we're also using Hadoop. They might use it for data in loading. They might do some portions of the work there. They might do some in green plumb, so we're finding a lot of common customers. So we said, boy, let's really go start exploring this. And we looked at different partnership opportunities, different ways to go about it. And at the end of the day, we said, boy, we just want to jump in with both feet. This is hot. And as we tested customers, an idea of our distribution, us delivering an appliance, us integrating it as part of our overall data family, just got an incredible resonance from customers. So we're jumping in with both feet, baby. Clearly. So yeah, I mean, we saw it and said, well, this is a serious move by EMC. There were a lot of ways to potentially play this. So that's interesting, the intersection between green plumb and Hadoop. You've seen that a lot in the marketplace. Yeah, yeah. And so, but that's a different model than the sort of Ruby on Rails crowd. If you will, right? I mean, that's more of an enterprise play. Is that right or? Well, you know, it's hard to classify it that way because, you know, part of the appeal of Hadoop is this open source thing, right? I can grab it, I can go start playing with it. But when enterprises want to go now look at it, the CIO says, okay, who's going to support this thing? You know, what's the code? What's the distribution? How am I going to deliver and support it? Right, so you go from being this thing that you got a few crazies in the open source world to saying, wow, how am I going to really productize and deliver this in a meaningful way? And as we've talked to them, they said, boy, making it part of Green Plum makes sense. I'm usually doing analytics, right, as well as unstructured queries, right, in some sort of workflow process. They're very interested in the appliance offering from us. And as they understand what we're doing with virtualization, our management environment, the course tools on top of it, they say, boy, we're adding value above, we're adding value beside and delivering in a common infrastructure with appliances, they say, boy, value underneath. Yeah, you talked about the stack and your keynote and you're going right at the heart of the stack and building around that. So we're very excited about it. Yeah, so my question on this is that in the market that we're seeing, we're seeing a collision, a collision between the production systems that want to go to the cloud and get that economies of scale, the OPEX and the value of benefit to it. But you're seeing in the news, Amazon crashing, PlayStation getting hacked, some serious big iron systems getting compromised. And then you got the sandbox of Silicon Valley, innovation, entrepreneurship. And so Hadoop represents that creation, that entrepreneurship and it's still early and there's an ecosystem developing. EMC's partnering heavily in general. How are you looking at Hadoop with Apache? It's open source. What's your ecosystem strategy there? Yeah, well, we announced, I think we had about a dozen partners that were announcing support for our Hadoop distribution. Right, we had big names Informatica and SAP as part of that, VMware as part of it and then a bunch of little guys, some of the key startup guys as well. So, you know, we're going to be very aggressive in embracing the community and having them work with us on our distribution. Secondly, we're fully committed to the open source community. The work that we do will roll back into Apache as well because we've seen this bubbling cauldron of activity around Hadoop and we're going to keep it bubbling. We're going to keep contributing, participating with it. We're hiring several of the key committers are joining our team as well. We're fully committed to making that open source community very effective as well. People are comparing it to Linux but Linux was early on and was formed within the community and then people had different versions. Had Hadoop still vulnerable? Yeah, you know, there's one, you guys will make it more. There is different trees today and actually we're seeing that potentially fracturing. You know, it's one of our concerns. So one of the efforts that we want to do is make sure the community comes together. Right, and we really see that it's important for us, right, with Pladera, IBM and we're really reaching out to them saying, okay, how can we make sure that we, you know, have a common distribution tree over time because, you know, there's a Facebook, there's a Yahoo, an IBM, Pladera, right now ours, right? We really want to make sure that we agree on common standards, interfaces, et cetera. So you'll see us doing more in that area as well to make sure that it doesn't fracture over time because we do see this criticality of keeping the open source innovation alive and well. That's a delicate balance, isn't it? Oh, absolutely. And then, because at the end of the day, we use the, John used the Linux analogy. You got, you know, Red Hat and Suse and, you know, those are the guys that made a lot of the money and everybody else sort of fought over the scraps and presumably you're going all in to be one of the leaders. You want to be number one or number two, right? That's a validation to the market space too. I mean, you guys essentially validate Cloud Air as a business model and all the other competitors are out there now. Yeah, it's going to be fun, right? I'm excited about it. We're getting great interest from it. That stuff, we love it. And, you know, I guess one more point as well. EMC isn't a big open source player, right? You know, how many big open source things has EMC done? Yeah, name them. I can't really name any. You know, we have a little bit that we've done and clearly Spring has been very open source on the VMware side. But, you know, for us, this is saying, okay, you know, we really are going to participate with the open source community in a very substantive way and this is a strong commitment. In an organic way as well. Yeah, really. Well, Pat, we've been following your career at EMC since you joined and, you know, we notice Green Plum is kind of your baby. So, we know how you think. You're an ecosystem thinker, right? You understand ecosystems. Obviously you didn't tell. You've been there, right? You understand that market making systems approach. There's been a lot of debates about this systems architecture in the cloud, VM world, we saw that, you talked about that. What's changing now and what's changed in the past year and what's your outlook for this? I don't want to say consolidation, but more of a infrastructure operating system. Or do you see that or can you comment? Well, you know, we do clearly see the convergence of the underlying infrastructure. That's what VBlock is about, right? Saying, you know, boy, you don't necessarily, CIOs don't get a whole lot of value from putting together the Tinker Toys anymore. So we'll do that for you. So we really do see that bringing together. And increasingly, and you know, the demo that I did at the end of the keynote, right? Was very much sort of giving that idea. Boy, you know, it becomes more malleable, right? Because all of a sudden, you know, what's a storage array? Has an x86 processor in it, right? It has some networks and disk as part of it, you know, and we're going to start moving stuff around more and that, you know, VM layer really is the data center-wide operating system and we're going to stretch it, right? Across arrays and server farms to be able to, you know, have much more intelligent, right? Ability to move workloads around, right? Within the data center, as well as across data centers as well. So converging the infrastructure, extending that data center-wide operating layer and really creating a much, much larger set of resources that we're able to manage and operate across provision, drive our infrastructure. You could make a pretty good business out of sort of filling gaps with appliances. I mean, data domain, you know, Dream Plum, Icelon, you could argue, does that as well. But I think I'm hearing your goal is to be a systems company. Is that right? Well, with the VCE partnership, I am a systems company, right? You know, don't be confused, right? You know, we have created a new category of infrastructure, converged infrastructure, right? You know, and with Cisco and VMware, that is the new building block of the data center, right? And guess what? We are competing heads up, right? Versus HP, Matrix, right? IBM, Cloudburst, right? They are responding to our leadership as the next generation converged infrastructure systems company. Yeah, we've said on theCUBE frequently that we think it's a two-horse race, really. I mean, HP and EMC are really the two companies going at this. I mean, you see an opportunity, you're aggressively competing there. Others, you know, you can argue play, but we see it as an enormous potential place. Let's talk about the products in more detail. I want to address the fun side of it, which is getting things faster, cheaper, more performance, which is your MO, right? And the systems thing, too. But more importantly, we're getting a lot of talk about Facebook, this new environment. The data center is moving around talking about Vplex. Fusion IO is going public. And so disk is changing, storage is changing. And there's more of Facebook's emerging. You know, Amazon can support big startups like Bank of America and financial institutions. So the cloud is evolving. This is really where the action is. So the product's got to embed these new technologies. How are you going to meet that, like, say Flash, for example, and that roadmap of getting faster products out there? Well, there's a lot of things that we're working on and it really is a fun time in that sense, right? Because there's just so much innovation going on, new companies emerging, new technologies emerging. You know, I sort of say five years ago, the data center was boring. Now it's become a pretty exciting place, right? You know, so it's a lot of fun in that regard. Sexy. Yeah, okay. Hey, baby, how are the infrastructure actually got? Scott Collis wrote that in his blog post today. Storage is sexy, again. Notice the word, again. Yeah, yeah, back to the future. And in it, you know, clearly we're cranking up our, engine of innovation, right? We're going faster, we're driving it more quickly. And with that, you say, boy, what are the ingredients? Right, we said it's x86, virtualization of Flash, are these key new technology ingredients. Obviously today our lightning announcement, right? It's saying, boy, we're not just going to be the storage array side, we're also going to do it in the service side. I mean, lightning implies speed, right? Fast, less lightning. I mean, mobility and data, it's not about big data too, it's fast data. You need low latency performance. It's always going to be pushing the envelope with, you know, I mean, you're seeing LTE phones doing 26 meg down, you know, five meg up on the horizon, and so it's going to get faster on the network side. Yeah, yeah, absolutely. So that these devices have to handle data flow. And that's not the old EMC, the products have to change. And, well, what's a DCA, right? The Green Plum Appliance, right? Boy, you know, it's a, you know, local set of this or Flash, right? It has SSD versions, right? Local connectivity and, you know, enormous ingest rates into the compute, right, that's part of that appliance, right? You know, it's sort of like a little mini data center, right? Extremely high performance, right? You know, you know, platform in the industry. You know, we're making it pretty fast. Are you guys responding to opportunities more quickly? I mean, my sense is, I mean, at maybe 10 years ago, EMC was rather slow to respond to some of the trends. They held on to some of their architectures, but it seems like you're really going after it hard. Either buying companies like you did with Isilon, just doing the smart thing, grabbing the company now, it's the leader, or what are you doing with Lightning? I mean, you could argue maybe you're a little late, but the move that you're making, the vision that you're putting forth is pretty comprehensive. Is that a deliberate change? Or is that more just the cultural shift because you got more DNA from startups? Or what's happening? Is that something that you've tried to bring in? Yes, yes, and yes, right? To some degree, it's all of the above. And, you know, obviously, hey, you know, I'm showing up at the company, I'm helping, but it's very much, right, a broader team play inside of EMC. Clearly, you know, bringing companies like Green Plum and Isilon and Data Domain into the companies, West Coast companies, new cultural aspect as well. And clearly from Joe and the leadership team down, right, we just see this enormous opportunity. What we've laid out, right, with cloud and big data, man, these are just dramatic dislocative shifts in the industry. And we see the company is so well positioned, right, with regard to those shifts that it's sort of like, you know, now is the time to act, right? You know, we just see this opportunity to seize the day, right, you know, Carpe Diem, right? We see it right in front of us now. And if we don't seize it, right, we really see that one of the greatest opportunities that EMC may have ever had in our history, right, might not be realized. Hey, very aggressive. And another systems play, really. I mean, throughout the IO stack, really. And then even closer to the processor, although they say the best IO is no IO. Systems guy, right, you know that. But still, it's, again, interesting setup, going after what is an opportunity. John mentioned the Fusion IO IPO, billion dollar plus, and EMC just not sitting back and waiting. I mean, you guys had a good year. I mean, Pat, last year on theCUBE, you said, you know, I'm humble, going to get to know what's going on. And then the mega launch, you were really hitting full stride. You have a good command of the products. You get a lot, a lot, a lot happening this year. Yeah, almost seems like I'm a storage guy, right? It's just the facade. It's really luxurious. You did good for yourself last year. Going forward, the sizzle and the steak we talked about, that Hadoop and the big data is very sexy. It's very sizzly. And if you have sizzle, you hope to have the steak. And that's the real meat and potatoes. And what we're hearing is the cloud has evolved now with all these stories about Amazon crashing and the PlayStation hack and even RSA got hacked and EMC company. These are big institutional players. So the cloud is a pathway for the clients. And that business is booming. People are making money and doing good business. Virtualization's hit a tipping point where a lot of deployments, you got to be happy with that part of the business in the sense that the cloud has a re-engineering opportunity for the data center. It's really happening. Can you talk more detail around how you see that and what's happened and what's going to happen this year? Yeah, well, the strategy we tried to describe is very focused around hybrid. And with that, it's sort of saying let's re-architect the internal data center, the private cloud. Let's get the same ingredients available through service providers and service offerings, public cloud, but allow them to easily on-ramp and off-ramp between each other. And I described the three technologies that we're focused on to make that possible. Management, federation, and security. Because you have to be able to manage across those resource pools. We demonstrated that with UIM today. And vCloud director being able to move across the environments, you have to be able to federate. I have to be able to move data around. Moving a few gigabytes of VMs, no big deal. Moving a few terabytes of storage? Oh, right, you have to be able to do that as well as your way, yeah. And that's where Vplex comes into play. And then laying out the security vision with RSA and what we're doing there. Announcement of cloud trust authority, the net witness acquisition. Clearly trying to build the assets for the next generation security stack of the future. So those are the big things that we're doing. And I was really happy today because we had announcements like the CSC announcement. Where CSC says, hey, we will happily provide management services for V blocks on your premise. We will also federate with services that we are managing for you. And we're able to demonstrate that as a real service offer. To me, that's real hard work. With a track record too. I mean, we talked to CSC, they were in the cube. And a lot of consultancies. I mean, we're now into, I know folks who started companies two and a half years ago who were struggling, getting business going. Now they're expanding. People are making money. And every cycle has that point where, wow, money's being made, business is being done, this commerce being done. The cloud seems to be hitting that point. Yeah, Clefley is hitting that inflection point where it's no longer those crazies over there. It's now like, oh, people are doing real business here. And what you're seeing, and I find this so fascinating, every system integrator, every outsourcer, every telco is becoming a service provider of some sort. And every ISV as well, as players. Every one of those is transforming their business models as we speak. And as this humble infrastructure company, we just want to help them all on their way. How's that, I'm sure, but related to that, how's it changing, or is it changing your pricing model at all? Are you sharing in that sort of pay-as-you-go model? Well, clearly we're having to learn how to, more for our business relationships as well. Now for the most part, we continue to build products, all products. That's the heart of our business model. But we do service, storage, managed services as well. We're sort of, okay, we're going to manage it for our customers. We have some customers who want to change licensing models for software products, and VMware has adjusted some of their offerings in that respect. So we're adjusting along the way, but we're not as front and center to that as some of the real SaaS providers of the service offerings in it. We sort of end up sort of being underneath or behind the service providers. That's really what we want to do. We want to partner with them. We're not out to be like an IBM, HP, Dell, who are competing with them. Fundamentally, they are our partners. They are a much bigger route to market for us. But at the same time, they don't want to absorb all that pay as you go, right? Because that's more risk to them. Well, you want to share that risk with them? And do you see the day where you might be willing to get more creative about how you price particularly with those guys who are willing to partner? It's actually interesting. Because we're finding the telcos, they got capital. Yep. And to some degree, if we start a pay as you go discussion, they said, boy, I do billions of dollars of capital. That's what I do. There's no value there. Yeah, there's not a lot of value. There's just financing at that point. And we do financial services. Hey, you want us to finance this? Hey, we'll go do that. We're very creative in some of our global financial service offerings. But fundamentally, we're not seeing, right at the infrastructure layer where they say, boy, I need a different business model. So we're not seeing some of the lunacy of the internet bubble air at the beginning of the decade. Certainly in the software pricing models, that's where it affects. And there you really are seeing people saying, boy, how many VMs am I going to need this week? It might be 1,000 at the beginning of the week. It might be 10,000 at the end of the week. There might be big ones, little ones. Certainly in the software layer, things are being transformed in the business model relationships in a much more significant way. That affects VMware a little bit more than EMC, but the EMC side also. And that's kind of a zero-sum game anyway. Software vendors will always figure out how to reprice and rebalance and hit an equilibrium. And some will be slow to it. How many processor cores, right? Sockets, pricing, and all this kind of stuff. Sounds like Oracle. They'll eventually get there. Patience might be a different story. Eventually they'll get there, right? Oracle's already there. Some will go kicking and screaming, some will embrace it. Oracle's very good. They get this net contract value increase model very well. We talked about Vplex before. So you've solved the speed of light problem. You've announced Vplex global shipping. And you've solved the speed of light problem for some use cases sometimes, right? Is that right? And we will continue to expand it. It continues to be block only. So we're going to add file over time to it. We're just enriching the use cases, HA and DR capabilities. We announced the witness elements of the Vplex family as well today. We'll eventually virtualize it. We'll just build it into some of our product lines as well. But Vplex to me is just one of those cool technologies. Moving VMs, okay. I know I need to communicate moving storage. That's magic. So I'm really excited about the long-term potential there. Yeah, good. All right. We got to touch all bases here. VNXE, we saw that at the mega launch. We had Jeremy's son. Yeah, Edward, yeah. So simple that even Edward could do it on his iPad. And first of all, how's it going? And then what's next, right? I mean, is that going to be the platform of the future? Well, so VNXE is very much about a tool for us to reach those lower price points. And at those lowest price points, it's channel, right? Not EMC strong point historically, right? And it's very much how do we enable just a massive expansion of our channel relationship? So right in the first four months of the year, we've literally doubled our number of channel partners that EMC has. So a huge channel onboarding, right? You know, getting the products, enabling them, the training through them, right? The simplicity of the ordering, right? The software bundling that are going with it. So far, we say we're positive, we're encouraged, we're seeing it have the market impact we want, but it's still early. Now, from here, right? We're just going to continue, right, to press. You know, today it's below 10K, we're going to keep going down, right? We're just going to continue to expand the product family, continue to expand its global reach, and continue to put more value added into the app integration and the simplicity of management, as well as the service relationship back up the wire as well, so that our channel partners have more and more opportunity to make money when they sell BNXC. Good. Excellent. So we're here with Pat Gelsinger, President, COO, EMC Products Group, and late night cube operation here, John. Yeah, it's great. I mean, look at, he's under no pressure to go anyway, he's going to hang with us. I don't have two more dinners tonight. I don't have two more dinners tonight. You have a dinner tonight? We got two more dinners tonight. Oh, so. You said go to bed early? Yeah, you got to be kidding, right? This is our biggest show of the year. So how are you feeling about the EMC brand right now? This EMC brand right now is pretty high. Yeah, yeah. You guys are doing well. I mean, the positioning, Jeremy's done a fantastic job with that last year and the QB said, I love into messaging. I think he's into a messaging. Yeah. A lot of means big data is everywhere all over the place, but it's a good relevant message. As you guys morph and transform the company, how do you see EMC transforming as a brand to your customers? Because we had that conversation earlier with Jim Bampos and he's like, that's changing too. What do you want the EMC brand to be? Well, in some ways, we want it to be exactly what it is today. You know, we want it to be the most trusted brand in the data center, right? You know, hey, you know, your server goes down, you reboot it, right? You know, you lose some network packets, okay, you retry, right? So you can't lose the data, right? And our customers have essentially, you know, almost the sacred contract with us, right? As they're leading most trusted member of the data center. So that's a piece of our brand that you don't want to lose. We're also seen as the most customer-centric brand, right? Boy, you know, you have an issue, it's a five-alarm fire at EMC. And, you know, just that maniacal focus on customers. The things that it hasn't been is necessarily low price, right? You know, and that's things like VNXE. We're going to satisfy all of your compute needs. It hasn't been converged infrastructure, right? This whole set, right, of changing and innovating this entirely new model of the data center. You're not, haven't traditionally been known for making jumps into Hadoop. I mean, you know, that's a big move for EMC. It's a slow battleship. You guys are in there getting in early. Yeah, absolutely. That's exciting. I mean, that is really, you know. Yeah, it was fun. I was at a, you'll get a kick out of this. I had a, I was in a CIO's meeting and he was asking me about Green Plum and telling me about this big data stuff and what you're working on and stuff like that. And I said, well, you know, we did a thorough analysis of all the assets of the industry and looked at it very carefully, architecturally, scale up, scale out, transactional, analytic, right, row, column, you know, went through that, you know, the whole little speech I give on the subject, right? And we picked Green Plum as head and shoulders above everybody else. And he says, you know, IBM came in here and they said that about the TISA and you know, they're here about Paracell and they're here about Astrodale. You know, so like that, everybody said that. I says, but the difference is I moved first. Right, it stopped the conversation. He says, you're right, you did. Nobody else could pick the best asset because I had already taken it off the market. Yeah. Right, it's similarly with Isilon, the best asset. And you're continuing to scour the landscape, I'm sure, and you won't tell us the list, who's on the short list, Cloudera, Yahoo's got the spin out. Well, we know you always go after number one or number two, so if you tell us the market, we're going to figure it out. But it's off, you know, it's picking the market right, moving at the right time in the marketplace as well. And you know, so it really is being able to, you know, just. It's growth strategy too. You have to have a, you know, an organic growth strategy that inquires some planning. And then if you could make a power move like an M&A deal. Yeah. And it really is both, and it's really, you know, engaging in, you know, the venture community with EMC Ventures, it's working, you know, much more aggressively with universities. We're expanding our programs there. And of course, you know, cranking up our own organic engine. How's your relationship with the VCs in Silicon Valley right now? Very good. Very good. You have good conversations with these guys. Oh yeah. You bought a couple of companies from there. Yeah, absolutely. You know, Data Company. Yeah, yeah. I'm loving you guys. We take, we take, we take, we take, we take. Yeah, you know, we take companies off the market. They're pretty happy with us. So it's, you know, we have good conversations. Which ones are your favorite? Let's talk about security a little bit. You had said earlier that you feel like long term security in the cloud can be even stronger, even better than it is today. And, you know, I've actually said that I've written about that, but there, there's no evidence today. There's no proof points today. And it's, yet the cloud keeps growing. You know, so it's almost like the benefits of the cloud outweigh the risk. So that's good news, you know, but at the same time, it doesn't seem like there's any light at the end of the tunnel. We don't feel more secure. If anything, we feel less secure year after year after year. Is, is security a do-over? Well, some of what I covered in the speech today was in fact that we think it's a do-over. Right, you know, that we are on this cusp of just a radical architectural shift in security. Right, this idea of moving from physical boundaries to logical boundaries and using the VM, right, as an ability to contain, manage, define policies and associated security at a granularity you never could before. We also have to move away from these signature-based things that are fairly static. Right, you can't, you know, malia it to a risk-based. Right, that's constantly adapting to, right, the real-life characteristics that are underway. We also see that, right, it has to become, right, this environment where it's policy-based. Right, you're able to associate policy and actions in real time. Right, in some of these analytic environments that you're establishing, you know, literally, you keep a track of every packet that goes over the network and analyzing, right, the signal and not the noise for these low, slow threats. Right, because these are very, very sophisticated attacks that are coming in. Right, you know, it's not like a bunch of teenagers that are doing some denial-of-service attack. Right, these are sophisticated, right, you know, crime-based, right, nations. States, nations. Yeah, man, you know, it's incredible stuff that's going on, so the sophistication, right, needs to be done there as well. So, we really think that is a dramatic shift and that's really, you know, how I try to position the keynote today. You know, there are just fundamental shifts. A lot of the commodity discussions around commoditization and pricing and usage-based pricing works well for utility-like stuff, you know, water, electricity. But when you get into the crown jewels of an enterprise like data, which has two-fold value one, it's the privacy version, I guess, is the value of the data. But data as a value proposition, the analytics side of the business, this is crown jewels, so that's worth a lot. So, is that the privacy issue? Is, you know, you look at Facebook, privacy is a big issue for them because the data is floating around out there. Yeah, are you hearing that discussion from your CIO customers that you talk to me? We talk about security all the time, but you don't hear as much about privacy. Of course, you see a lot of it in the news with Facebook and Google Android and Apple iPhones following us around. Is it a non-issue because it's the enterprise because they own the data? Well, it depends, it depends. It's a bit more sophisticated conversation. Enterprise customers aren't as concerned about privacy as the consumer customers are, as you'd expect, like the Apple event and so on. But if you're in Europe, it's a very different story because the privacy laws there are very strong. And when you go look at the privacy type issues, they generally end up being, you know, multi-tenant, role-based authentication architectural problems. So they sort of have the same sort of architectural profile when you look at them. I need to be able to have people manage data without being able to look at it. I need to be able to have role-based capabilities to be able to authenticate who can actually manage things versus who can look at them. I need to be able to have delegation. I need to be able to have multi-tenant separation. So the architectural model is actually very similar, right? Independent of whether it's a public cloud, a private cloud, you know, my private cloud maybe finance can't screw around with manufacturing when it's the end of the quarter, right? You know, and there may be a lot of those types of things going on. So we see a very similar architectural template, right, that we need to approach the problem. Okay, so if you're saying if you can solve the architectural problem for security, privacy flows along with it. Yeah, it just comes along as part of that as well. And that's not logical to you mention the physical logical change over. It's not a simple edge-based authentication method via some device. I mean, now the interface that's evolving is very consumer-like. Yeah. I mean, the iPad, the mobile to maybe an Xbox. Maybe an IT guy is playing Xbox with his friends and then needs to go check his email. Yeah. Or do work. Yeah. The interface might be the Xbox. And the devices become almost impossible to tell if they're in the consumer experience or the business experience. I mean, do I clearly only use my Mac Air, right, for work? Well, no, right? I do my Gmail on it and then I do my Outlook mail on it. This is why the Stack Wars conversation is really interesting because you're really talking about full stack and changeover. Enabling infrastructure, enabling a new app framework which includes virtualization. So with that, we talked about that at many cubes. But the virtualization at the desktop is hot right now because of a lot of these factors. What's your vision around virtualization at the desktop? Just in general, how's that going? Well, virtualization at the desktop is sort of a narrow view of the problem. So you can run VDI on your desktop. So what? Because the real issue is that the zoo has exploded with all the devices that you have. Customers now want, they want that service being delivered to my iPad and my phone, right? An Android device, a RIM device, et cetera. So you end up having to generalize the problem in saying how can I deliver applications and data, authentication mechanisms, protection through a wide range of devices. And this is causing essentially a re-architecture of the entire client model. And it looks more VDI-like, but it needs to be richer than that because I need to support this very broad range of devices. Almost like, you know, branch office authentication, the old days, remember? You now had diversity of access. Yeah, but not everybody's on a 3270 or VT100 terminal, man. You know, you got this rich set of devices. So here's crackdown from the back end. Interesting question for you. Thanks so much for spending time with us here, but we really appreciate it. Well, thank you. But the question I want to ask is, what gets you excited? And I know you're at a long day today and a lot of things going on, but the personal side of Pat Gelsinger. Because a year ago, you were humble. Coming into the UNC. I am no longer humble. Is that what you're telling me? No, you're full on, really. You're full on throttling the products. It's very clear you got command of the action, which is great. What's next? I mean, what's the energy level? What's the inside ticking like for Pat Gelsinger? Well, you know, when you think about, you know, I think about the three or four big things that we're doing in the storage industry. You know, we're not satisfied being the biggest player. We want to be a lot bigger, right? So it's just saying, boy, what do I got to take to just become 50 plus percent share of storage? Right, when you get, say, in this hybrid model, we're just at the nascent stages of being able to do this management security and data federation and so on. It's just a whole new world. And then, right, when you go say the security models associated with that, boy, you know, just a radical new architecture going to occur. And then finally, the data layer, right? You know, the entire world of database, business analytics, business intelligence, data warehousing today, a $70 billion market that we're going to transform in a fundamental way. Man, you go think about the kind of things that are possible that result. And I touched on a few of them in the speech today. Right, you know, we're all of a sudden, boy, you could just do analytics and answer questions that never before could even be thought about. Right, and then you could just sort of iteratively crawl through petabytes of data and start asking questions about, you know, weather change or disease or so on. You know, someday soon you're going to wake up and your phone's going to tell you, I was monitoring you all night long. I checked your DNA against other relevant DNA databases and I think you should go to the doctor today because I think there was a heart, right, abnormality last night that we looked against, right, this big data database and it's a good day for you to stop by. What's the inhibitors for this vision? I mean, first of all, we, I love the vision everyone. How can you not? It's provocative, but it makes sense. What's the inhibitors? I mean, what's the, what are the, I want to say roadblocks or stumbling blocks because maybe it's nascent, yes, but is it just time? Is it certain configurations of stars got to line up a certain way? Or what's holding us back and getting there faster? Well, fundamentally, you know, technology innovation sort of builds on technology innovation, right? You know, it's not like, you know, we've done anything magic, right? But we stood on the shoulders of the magic that's occurred and every one of the time you do that, you're able to sort of take it to the next level. Clearly there's some inhibitors around, you know, some of the things we talked about, clearly security, right? You know, clearly some of these service models and you know, how it's going to work. It's just for mindset, budgets. Right, you know, and you have, you know, sort of, you know, IT sort of managed and worked this way. Right, and the people and business process issues are some of the hardest and slowest ones to change in many cases. You know, there's often issues, you know, regulatory and governmental issues as well. You know, sorry, my data can't leave this state, right? Or leave this data center as well. So there's all sorts of those challenges and maybe as we think about maybe some of the most transformative things that are occurring, you know, it's in the healthcare area, which is some of the most regulatory difficult, right? And actually the IT least penetrated areas of the industry, so many, many challenges. But you know, fundamentally underneath it, right there are these, you know, powerful engines of innovation. I always sort of go back and say, look, Moore's law hasn't slowed down. It's just enabling, right, computing and networking and storage. And that continues to, you know, enable just absolutely disruptive technologies in the industry. So EMC is a culture's changing. Obviously, since you've been there, we've noticed, you know, a different kind of presence. EMC, a very Boston, New England company, now has, you're out here, Jeremy Burton's out here. I didn't put my tie on, I'm sorry. We got here, look, you got the West Coast board to put on a suit. Yeah. The only way that's for the Cube, actually. Yeah, okay, okay. You know, you got a lot of California presence out here. Is that a part of the strategy? It's because the executives are here and I know you're bi-coastal. So how is that working out? Is there any, is it just ironic that it's that way? Well, is there a plan? If you want to go to the hub of the IT industry, where do you go? It's not Boston anymore. Unfortunately, no. Yeah, you know, as much as you might say, and you know, it's not China, right? It's not Taiwan, you know, they're important pieces of the industry, but the hub of IT is in Silicon Valley, right? And you know, if you want to be, you know, on the leading edge, you want to know what's really going on. You want to be networking and facilitating. You got to be in the Valley, right? And if you look at the companies you've acquired, VMware, Documentum, Data Domain, Green Plum, right, you know, they're in the Valley, right? And you got to have a lot of presence there, right? Whether it's the venture community, whether it's the research community of Stanford or Berkeley, right, you got to be there to make it. And there's early signaling coming out of the Valley too. And if you can read the tea leaves, and there's a formula there, if you have a good relation with the VCs, and you can kind of get in there. And you know, I love living there. I mean, I'm in Palo Alto and it's, you know, it's the great place to live as an entrepreneur. It's a sandbox. Yeah, yeah. And the children are creating. Just to be clear, we're not moving headquarters for EMC. It's still the Boston Company. But we certainly have, and you know, my staff, almost half of my staff is on the West Coast. What's the secret for playing in the sandbox, in Silicon Valley, and in innovation sandboxes? Because, you know, you've been on the technical side, you've been on the product side, as the Intel's been a platform. EMC's new to this whole enabling platform business. How do you play nicely in the sandbox? When you're going now with Hadoop, it's a big issue, you know, how are you going to play with the other children on the playground? Well, you know, there's some sort of accepted norms, right? In the valley, and clearly, I mean, you go do things, you work, right? Ideas are king, right? So, you know, part of it is, boy, you know, you have an idea, I have an idea, which is the better idea. Can you defend it, you know? So part of its idea, part of it's the community, right? Being able to work with partner and, you know, find where areas that you can, you know, build on other technologies and relationships as well, right? And clearly part of it is presence, right? You just got to be there, right, to some degree, right? And, you know, I don't know how else you could say it, but, you know, if you're not there, right? You know, you're not at the, you know, you're not at Berks on the right night, you might miss something, right? You know, it's just a part of the presence there. But I think, you know, ultimately, like anything else, right, it's just being a leader, right? And, you know, EMC, right, we're a leader, right? You know, long before I showed up, we did the VMWare deal, maybe the most transformative $69 billion market cap leader. You know, you got a big presence. Yeah, right, and that, you know, clearly, we have to do that on a global basis. And your vision of leading the marketplace in that area is contribution, collaboration, and partnering, and competing where you have to, right? Absolutely, you know, it's a world of competition. And as you know, that we expect to continue to see. You're a for-profit company, right? That's not my check. Absolutely, absolutely. I have a fiduciary responsibility to my shareholders, so, right, it's a big deal. So how do you spend your time at these events? You did your keynote, you're obviously on the cube, we appreciate that. Yeah, yeah, that's high on the priority list, yeah. Absolutely, I know, I knew it was. Yeah. Just about the hour. And then you spend time with customers, I presume, some analysts, you know, what else, what else do you do here? I'm walking the show floor, right? I got to see my stuff, you know, I go by the, you know, the booze of my guys, okay, how's that one look, how's this one look, how's the, you know, seeing how the audience reacts to it as well. You know, obviously there's lots of events going on around here as well. You're going to have time to attend some of those? Oh yeah, yeah, some of the events, and I was just at the women's leadership forum, we have the CIO event. How's the customer activity, how much time do you spend with customers as a percentage of time, and what are they telling you? What's the, I mean, a lot of the leader like your stuff has to do is kind of listen to customers, and then kind of translate what it really means. And they're saying they're making a complaint or whatever, or asking for features, but ultimately it has to translate to something that's unique to you. Yeah, yeah. What are you hearing from the customers? What are they chirping, and how are they, what are they asking for? Well, there's a lot of, as I think about it, if we would turn the clock back 30 years, and you know, who was the IT mind share leader? IBM. IBM. IBM? Everybody else. Nobody got fired for buying IBM. Today in this world of cloud, in this radical dislocations, where's the thought leadership? Right, who's saying, okay, this is the way to go? Right, and this is why, these are the architectural tenants of it, and how to go build. And that's very much what we're hearing from our customers. They're, you know, they're all bought in that this cloud thing is disruptive and transformative. And there's investment to dollars to maybe get there. Right, and I know I have to go there, but how do I go, right, on the way? And those are the conversations that we're having. We have a big data discussion. Oh, like all these databases, the shadow IT and stuff going on, what do I do? Right, what's the right strategy to go forward? And that's what I really, really enjoy about our customer interactions. Well, you guys doing a great job there. I'm not just sucking up to you as you're on the queue, but I mean, I really think in the enterprise, it's EMC leading that discussion. I mean, it's, you look at the whales, I mean, it's not Oracle, it's really not IBM, it's not HP, it's EMC, VMware, Cisco's in that mix, and it's the Googles and the Facebooks and those guys. And that's sort of a different world and they're driving the consumerization, but you're right there, at least in an enterprise version of that. Well, you're walking the talk too. I mean, being a thought leader is not about putting it on paper. You really got to kind of walk the talk, right? In a way, that Silicon Valley is also ideas and just going forward. And actually going forward, when we lose or fail, no, hopefully more winners and failures, but that's the key, right? And I think the green plum acquisition and the big data movement is- And the Hadoop announcement today, you know, it was early like, boy, you know, it's- It's a catapult to me that is a surprise, you know, for people that think of EMC as an old, stodgy storage company. Well, John, we've seen that in our business, you know, a smaller scale pad, but when we started working together, John would say, you know, we have little debates and arguments. John'd say, Dave, you got to stop thinking like, you know, East Coast guy, you got to think like the West Coast guy. Look at what's happened to our business since, right? Well, we had some failures, but we, you know, we don't have to bury those quick, right? Yeah, yeah. But you doubled down on the successes and- Right, you know, if you're not failing, you're not taking risks, right? And, you know, risk-taking is part of the industry. Absolutely. Boy, you know, identify failures, move on it. You know, you just got to be- You got to know when to press the gas pedal and when to slow down, right? And take chances, so. That's good advice for the young people out there. Fail fast. Fail often. And learn from the failures. Learn from it, right? Right, embrace them. Pat, you're a legend on theCUBE now. Obviously, even industry legend as well at Intel. We followed your career at EMC doing great. We love the Green Plum move and looking forward to the next set of acquisitions and stuff you're going to be announcing. Well, thank you very much. Thanks for sharing your time with us. Yeah, thanks for coming on, Pat. Great to be with you guys again. Oh, it's a pleasure. Great, thank you very much. Great to see you. Pat Gelsinger live from Las Vegas at EMC World.