 Let's talk about HP. HP storage and networking is doing very well within HP. Obviously, you mentioned the IOPS, one billion IOPS with Fusion IO, that was a demonstration with HP servers. Obviously, HP storage has a huge acquisition last year with 3PAR, that's large-scale storage. So what does that mean for 3PAR? What does this all mean for 3PAR? Can you elaborate on the 3PAR, HP 3PAR storage component most of the IOPS? One of the announcements that HP have made is the bringing together of servers and storage in packages, delivering them together. That's a very interesting development. The other very, very interesting development in this mid-range and this management across these devices are the federated storage that 3PAR has announced. So the ability to be able to move applications in the same way as VM, but do it from array to array is very, very exciting technology to be able to, if you like, virtualize movement across those sub parts of it. So there's a lot of technology there that they can bring to bear to help in this new type of large IO environment. Obviously, they're going to have to make investments in the flash end as well within the array side, but they have a lot of interesting technologies to add that will be contributing to this. So this category four hurricane that I called earlier, called node.js is really on a collision course with these big guys like HP and EMC because we heard from Theo Schlossschnegel who runs OmniTI, operating system guy works on large scale, big deployments, a lot of enterprise, a lot of service providers. His comment was legitimate around that a lot of these guys who were kind of getting more back end capabilities with node just aren't visible to all the problems that go on in the lower level system components. So people who understand systems programming and systems design have been there before. There's more operational processes in place and it's always up and running. So these guys are going into an environment they just don't know nothing about really and they're kind of ignorant. I mean, they don't, they could know in theory, but at practical purposes, this is really a perfect storm for HP three par and EMC lightning if they play their cards, right, is that correct? Absolutely, yeah, because at the end of the day you need operational systems that stay up and keep up and that needs solid processes and solid quality processes, all of the normal infrastructure methods that have been done. At the same time, the Node.js people are doing things in record time and developing things and they have their massive contribution and the two together is going to be very exciting. You know, we've had Fusion IO on theCUBE and we've had SolidFire, great technologies, but SolidFire in particular, the CEO there was that we used to be with Rackspace. So he understands Rackspace and we just heard from Theo that Rackspace has been quietly doing a lot of Node for their deployments. So it's interesting to see how SolidFire is very well positioned for this as to keep up with the scale of provisioning and deployment of IO and storage. And SolidFire, they've got a very interesting angle particularly important in this area, which is that the key cost item in Flash is writes and those are the things you've got to monitor and allocate out and cost for. So they've thought through very carefully the cost allocation infrastructure that's going to be allow service providers for example to be able to throttle or give specific amounts of IO and that's what people are going to be buying. It's not, there's more than enough gigabytes around the place. What they'll be buying is the IO capability and the rapid IO capability and you've got to pay for that and they don't want to give away IO. If they're spare IO, they just certainly don't want to give it away. Let me ask you about another company called Data Direct Networks or DDN. So I've been having conversations with John Luke Shotlain who came from HP as a senior executive now at DDN, he ran a lot of the information governance services side of HP for years. Brilliant man, he's been on theCUBE. I've got some great interviews with him and one-on-one with me. But fantastic technical and business leader. I've talked to their technical teams. They've come out with a very successful approach around object store where you can store all this stuff. So where do they fit into this equation? Obviously that approach seems to work here. What's your take on DDN relative to all these new trends? Well, what we didn't go through is the last two layers of the manifesto which is the archive management layer and then the base layer which is mainly disk based. I mean, disk is not going away. Disk has got a very important part to play. So what you want to do then is that within the whole process, when you gather the data at the beginning, you're going to be doing the metadata and the indices right from the get go and be putting that into the third layer. And the advantage of that then is that when you create the archives or when you create the long-term backups, you've got all the metadata there. You've done the deduplication. You've done all the stuff to condense it down. And then at the back end, what you need is very high-speed devices, very cost-effective devices both to store it and to distribute it across a network. So WAS is a great product that DDN have. Web object systems, that's all right. Yes, Web object systems. It's an object-based storage mechanism which will allow you to distribute stuff across the whole of the network. And DDN have a great set of very high-speed low-cost. So that's a cloud opportunity and multi-geography opportunity, right? Absolutely. And again, this emphasizes, if you want to get that data back from that lowest level, it emphasizes absolute top speed of getting it back, especially sequential and large objects such as video. So we've got FusionIO, SolidFire, EMC with their project Lightning, HP3PAR obviously in that world. DDN is a candidate to benefit from these trends. What other clients are you following now that are interesting in this area that might make sense? Oh, we're following a lot of different companies. For example, one of the ones which I've always been an advocate of, their technology is clever safe. They've brought in the ability to both distribute IO archives across geographically and guarantee that they can recover if they distribute a slice, 20 different slices. They can guarantee, for example, they can recover from the loss of eight of them, enormous guarantees with far less overhead because of their use of erasure coding, far less overhead than the traditional RAID techniques or extra copies. So they've got some very interesting technology that's going to allow the bottom end of this to be able to distribute that storage safely. And at the same time, because the metadata and the indices are all in the active data, if they're required, they can be got at very quickly indeed and recovered. So again, this type of computing where they're allowed to have the indices and the hard stuff and process the archives before they're put down to disk is going to be a great boon to them and they're going to be working, I'm sure, very closely with a lot of archive vendors to add value in this space. So obviously a lot of funding coming into this sector and some new companies that are growing very rapidly besides the one SolidFire, which we think is one of the hottest ones out there, is Verident. You've been talking to those guys, they just closed $21 million on a series C funding, very well-funded, it's a flash, it's got a performance aspect of it. We're all talking about performance here. This is all IO performance, right? So are they relevant in this conversation? Oh, absolutely, they have great PCIe cards. They are very, very fast indeed. What FusionIO showed was that latency really matters. It really helps if you take milliseconds, microseconds off things. Verident have taken it that even further. They've got some amazing capabilities in terms of response time. They're going to need to partner with people in this space to provide the same sort of services, particularly on the interface, close interface between the processes and the servers and the interfaces from the servers back to the mid-range. But they're a very interesting company, some great technology, and I think if they get their partnerships right, they're going to be very successful. We'll put them on the list. So in summary, this node.js and quite frankly, mobile and cloud and social in general are rapidly changing and disrupting the architecture of how firms are organizing their IT infrastructure and service provider infrastructure. The benefits to the business line is driving top line revenue and also reducing costs, which is the key to business. Obviously the big players that take advantage of this that are positioned for success, HP with the three-par acquisition, EMC gearing up with project lightning. We expect a big announcement this month or next month coming out something new there. Recently gone public fusion IO, upstarts like SolidFire, Verident and Cleversafe all positioned perfectly for this massive new surge and should drive a ton of revenue and a lot of competition, and that's good for these developers in this growing market. So great input, great manifesto, IT centric infrastructure, clearly powering the developers. We're seeing that with Joian and all these guys powering some great solutions and they need some back end help. And I think those systems guys will step up to the table and provide that level of expertise because we heard from Theo, code breaks and that's normal in their operations and that's okay, iterate, iterate, iterate. However, to run systems, you can't be down. So I think there's going to be a really nice intersection here between the two. And there's one last thing I'd like to say is that what's going to drive this is that the applications that can be written with this type of technology are going to be completely new. They've been constrained by small amounts of IO. What you can do is consolidate those databases, you can link those databases, you can do your data warehousing at the same time as you're ingesting that data. That's going to lead to a completely new set of applications, the types of applications that we're seeing now in Node.js, for example. New applications, completely different paradigms of developing analytical applications. I think it's going to be the most exciting decade in computing that's coming up. I'm John Furrier with SiliconANGLE.com and SiliconANGLE.tv and I'm here with David Floyer, co-founder and chief researcher at Wikibon.org, laying out his IT centric infrastructure thesis and research, ties perfectly into all the thermal trends, mega trends around Node.js and the rapid, rapid rise of this new type of developer and it's really going to intersect beautifully with the existing market, great research, and this is all intersecting. It's a perfect storm for SiliconANGLE and Wikibon Day because we have been covering big data with Hadoop World, we have SiliconANGLE.com, we have DevOpsANGLE, we've got ServicesANGLE, and this is right in our wheelhouse and we have the Stratoconference coming up around the corner. We're going to hear the big data angle, which again is the whole database, non-SQL and SQL, all intersecting with this real-time and on-demand cloud computing storage IO. IO is the key to success. You've nailed it with your thesis and let's bring in Jeff Kelly, who's on top of the big data world at Wikibon. He's the Wikibon analyst and he's also going to be at Strata with us. Let's go remote if we can to Jeff Kelly from Boston, Massachusetts. Jeff, you've been following the conversation. I'd love to get your take on what's happening with the collision course between big data databases and cloud and IO and what's your take on that? Well, hi John, thanks for having me on. Well, I think clearly kind of the intersection here between big data and Node.js is all around application development, big data application development. I think that's really kind of the next step we need to see in the big data industry. We've seen the infrastructure layer mature to the point where we're seeing more enterprises kind of go from POC environments to production environments, bringing in huge volumes of data. The next step is now that you've got that infrastructure in place is building and applying applications on top of it to kind of operationalize some of the insights you've gained from that big data to make it reusable. So I think that's really what we're talking about here is the ability to build these applications of bringing in real-time data along with some of your more traditional structured data. It really opens up a whole new range of possibilities for the types of applications you can build. What's your take on what's happening in the database world with big data? And obviously, you've been covering a lot of the big storage guys as it relates to big data. We've been talking about this notion of a systems programmer that's a little bit more deeper expertise than some of the front-end JavaScript guys which has been exploding with success. They're kind of coming together and marrying the two. You've got EMC, HP3par, SolidFire, FusionIO, InvariDent, Cleversafe, and DDN all out there. What's your, how do you break down, how do you handicap the opportunity for the big guys to bring that expertise over to allow these guys to continue to scale as these new communities like Node and others continue to innovate at the front end of this? Well, I think certainly the big players are embracing a movement like NoSQL. You've seen Oracle a couple of weeks ago releasing their big data appliance which incorporates Hadoop in the form of cloud errors distribution along with their own NoSQL database based on the Berkeley DB. So I think the big players are in a good position right now. They're starting to understand the possibilities that these types of technologies are making possible. They're slowly, they currently don't move as fast as some of the startups and they're kind of taking a deliberate approach but we're finally starting to see some of the big players like Oracle even at SAP to a smaller degree kind of taking a different angle but also kind of embracing the notion of big data at least as they see it. So I think we're going to see more of that. I would expect in the big database NoSQL movement to see some consolidation in the next couple of years. I wouldn't be shocked if some of the new players were acquired by some of the bigger players. So I think slowly they're starting to get it and I think slowly they're going to start incorporating more of the big data NoSQL approaches into their product lines. So we heard from Theo Schlossschnegel who's a very huge maverick in IT and infrastructure systems program as the CEO of a company. He says his job as the CEO like others is to increase revenue and lower costs. Obviously pretty obvious that you don't need to go to business school to figure that out. But he's also a geek and he runs the surge conference. We were really being critical of the word DevOps and he specifically talked about developers write code and expect operations just go do it where code breaks and operations guys can't break. I mean they run systems all day long. So he was kind of saying it's become this thankless job but in reality it should be ops dev. So obviously you deal with a lot of the serious vendors out there like EMC and HP3par who have to run these large systems of different levels of SLA performance that they have to deliver. What are you hearing from those guys relative to this new emerging trends around, okay I got it needs to run be iterate be fast real time cool but it has to run. Sure well that's the million dollar question. I mean the promise of big data has been out there for a while but the whole question is can you achieve the level of performance necessary to make it stable to make it practical. So I think they're recognizing that. We're getting to the point as I said earlier where the infrastructure layer is starting to mature from the point where it's fairly stable. We can count on some few downturns, few down times but they have to understand that it's you have to balance the need for that kind of stable performance with the need to be to innovate. So in the big data world it's kind of cutting edge. There are areas that still need to mature significantly but I think the whole question is balancing those two different sides of the equation. Well we know you're tracking those guys with David Floyer. We know that you're kicking some serious butt out there with Wikibon, we appreciate it. We know that obviously we know because we're working on it together. The cube will be at Strata coming up. So do you have an update on Strata? What do you hear? I know you're talking to a lot of the vendors that will hopefully come on theCUBE and how's Strata coming together from a calendar standpoint editorial? What do you think Strata's going to be like this year? It's coming together great. I had a good conversation with that dumbbell last week actually from O'Reilly talking about some of the themes we're going to be exploring there, among them Hadoop in particular is going to take a larger role. You may have heard Hadoop World and it's not going to be incorporated into Strata New York which happens in the fall. So that's going to be one area that we're going to cover heavily. You're going to see a lot of the big MPP data warehouse vendors are going to all be there. So we're going to try to have all them on and try to help our audience kind of help them handicap those different vendors and the different options out there from that regard. And of course the application development situation is critical at this point in the big data landscape. Kind of that as I mentioned with the plumbing so to speak kind of maturing it's time to start really building innovative applications to put that kind of data and insights into production. So we're going to see a lot of coverage of that. In terms of the guests where we're working hard we're going to have a great lineup just as we did at Hadoop World in the Strata last spring. You can expect all the major players to be on and right now we're just scheduling and getting it all set. It's going to be a great show. Okay with Jeff Kelly, big data analysts at wikibond.org tracking the big data space and storage. Thanks for coming in, teleprompting in here. Appreciate it on Skype. Say hi to Dave Vellante over there in Boston, Massachusetts. We really appreciate your insight and we'll see you at Strata in California. Great, looking forward to it. Thanks, John. Well, David Floyer, I'll see your colleague, Jeff Kelly, really sharp guy, great writer on top of the big data space, which is Hadoop and now MapR and other proprietary approaches. It's really converging in with this world and for the folks out there siliconangle.com and wikibond work together with research and publishing siliconangle.com as the reference point for all the real-time information and all the in-depth knowledge on wikibond.org like the research paper that David wrote about IT-centric infrastructure. Siliconangle.com is now a network. We have multiple verticals. We have launched this year Services Angle with support from EMC. We really appreciate EMC there. Services Angle I guess is the ops dev section of our programming. More of the higher end uptime services models with EMC, the HPs and IBMs of the world, the sensors, et cetera. DevOps, which we launched today, is much more of the software side of the approach. So what we're doing at Siliconangle and wikibond is we're really going to surround the castle in this marketplace because the disruption is real, the architecture is changing, approaches are changing, business models are changing and we're going to cover it from all the angles. DevOps to Services Angle, so I'm pretty excited and how do you feel about that? I feel great and just going back to the conversation with Jeff and we're looking at big data now. Being able to bring in lots and lots of data for analysis and we're looking at the big data from a transactional point of view, being able to manage these huge numbers of messages going between machines and people and devices of all, two devices of all sorts. So we're getting a massive increase in the amount of data that's there, the amount of data to be processed. So we're having a combination of big data for transactions, big data for analytics coming together and changing the way that business is run. I just, you know, I got a degree in computer science and my operating systems background and database and especially in database and operating systems and the word systems software was a word that feel and a lot of people are kicking around and Steve Herrod talked a lot about because he's a total OS geek is real. People get pumped up, this is an operating system. The playground of development is emerging, new things are happening. But it's interesting, you got system software but we got an end to end of the spectrum of software and systems coming together. So it's going to be very interesting to watch the evolution of these worlds coming together and will it be a total collision? Will it integrate well? Who drives what? Who's enabling who? Right now it seems to be, you know. You've got the collision between the hypervisors, the operating systems, the file systems, the database systems, all of these coming together and they're going to be jockeying for their position in the chain and the food chain and wanting to dominate as much as possible. So it's a very, very exciting area. The beautiful thing of all that, the benefit to society is better apps, more solutions, whether it's Salesforce automation down to gaming, right? So, you know, we're seeing a ton of innovation. This explosion is something that we've heard time and time again here at this conference and other cube gigs we've done from senior executives to entrepreneurs like I haven't seen this much excitement and change for decades. We've seen, gone through server consolidation with virtualization, we've gone through storage consolidation with virtualization and now we're going to go through application consolidation, database consolidations which are going to simplify the way that businesses are run, reduce the cost of running those business and allow them to do things they couldn't even dream about So, very exciting time. Very exciting, we're here at Node Summit Live where Node.js is going front and center and creating some innovation. We heard from David Fleuer about the systems change and siliconangle.com and wikibond.org provide free open source content. You can take it, it's free, we don't charge for it. We want to empower knowledge, the cube broadcast live video. And Dave, I want to congratulate you on some really cutting edge work around this new concept of IO centric architecture and infrastructure, it's brilliant, it spans across not just storage and enterprise, but it's spanning into the cloud world. So, we'll be watching with DevOps angle all the way through services angle and again, our motto is cloud mobile social silicon angle where computer science meets social science we're going to continue to bring that to you. Thanks for watching, we're going to be back in five minutes with more interviews from Node Summit in San Francisco, California.