 Okay, we're back at theCUBE for a final wrap up for day one at ENC World 2012. This is SiliconANGLE.tv's extensive wall-to-wall coverage of EMC World 2012. It's been a great day. I'm here with my co-host Dave Vellante. Dave, great day, and Stu Miniman from Wikibon is going to help us wrap up the day. Stu's been out on the floor scouring for stories, doing a lot of one-on-ones with a lot of customers and attendees. Are you into Area 51 yet? That secret, we're not allowed to talk about it yet, I'm told, but I think we're gonna have a guest on. We're talking about it on the screens, yeah. Yeah, I know, but they are keeping that kind of under wraps even though, Dave, I hear you've gotten a little insight on it. I don't know. I mean, I don't know what's a secret and what's not anymore. So, Dave, let's wrap up day one here. Okay, we've got a huge day tomorrow. Starting up with the CEO of Violent Memory Systems, Don Bacilli's coming on. Yeah, looking forward to that. Chuck Hollis, Green Space Conference. I mean, that's gonna be you. San Francisco for the HBase Conference, hbasecon.com. But great day today. We were on stage warming up at Joe Tucci. It was exciting. Yeah, that was terrific. I really enjoyed doing that, John. I think that, you know, hey, we brought the greatness of theCUBE to the main stage at EMC World. We collaborated with EMC TV. I was very happy about that. You know, it's a lot of great feedback from the EMC TV crew, because they're just really up there professionals in their photography, their documentaries, and they see the independent analysis and that, you know, I think we're at a historic point where the collaboration between an independent media company like SiliconANGLE, Wikibon, and EMC, where authentically the content is being shared and that knowledge and that experience is really resonating. So I'm excited to work with EMC TV and it was great to be up there and to see Pat Gelsinger and Joe Tucci deliver some great keynotes. Again, we've had a great day of guests here. The theme here is all about agility of IT and big data. Big data, not so much, you know, proof points yet. I think tomorrow will be a different conversation, but today it was all about cloud, cloud IT for agile within the private hybrid cloud environment for, you know, IT enterprises and the service providers, getting that real cloud solution around hybrid. So, you know, that was key. The other thing that I walked away with today, Dave, was the fact that the data protection is really a massive area that is going to categorically, I think, explode. And I think it's been kind of on a neutral set, a set level. The phone's going off, hold on. Yeah, I think you're right about that, John. I mean, I think data protection is a very fundamental, we see it on the Wikibon surveys, it's one of the top three issues that people are dealing with. Backup's always been a big pain point for IT practitioners, and that's now evolving into data protection around security and cloud and big data. The thing about data protection right now is that my point that I have, my observation is, the big investment that EMC made in data domain and Avamar, mainly data domain, because it was a huge brawl with NetApp to win that billion dollar, two billion, two point five billion dollars. It's going to pay off for them now because as the market moves to this virtualizing infrastructure, back up is a little bit, it's very complex, but the demand is high because of, with cloud, which is basically as we heard from Secret CTO, an outsource model. So again, that was a big point. I want to make a follow-up point on that. I had said to BJ Jenkins that I thought it was a defensive move. After the acquisition, somebody at EMC told me, you know what, this was all about, not just defensive, that's true, but it was about growth. I said, that's kind of interesting, but now we've seen that take shape, haven't we, that where data domain is kicked in, they've rationalized the whole Avamar versus data domain thing, and it's growing like crazy, one of the fastest growing parts of their business. I think to me that's the go-to market on that, this new product line is the fact that they have flexibility. EMC's reputation in data backup and data protection, backup and recovery, whatever you want to call data protection now, is the classification of that sector, is that ultimately they are a market leader, 66% market share in a huge market, but the fact is that flexibility for customer choice is critical, and it's hard to say that, hard to be a data backup vendor, Dave, and say I'm going to offer them flexibility and choice. Now the other thing too, I think I took away today, is Flash, right, they just bought Extreme IO, the EMC was first with Enterprise Flash Drives, they announced, Pat Gelsinger on theCUBE last year said, we fell a little bit behind, we're going to do something about that, they announced VF Cash, they announced Thunder, they go-to-market strong, then they buy Extreme IO. I still think there's some confusion as to what the strategy is, I mean I think they've got individual efforts that are good, but I think there still needs to be more work to come together now, so having said that, I think they're ahead of the other big whales, I think there's still some innovation going on in the ecosystem and with Stardust. We've heard from customers directly, we had Secret CTO on here, which is another great segment we'll talk about in a minute, but at Sapphire and other shows we've done theCUBE, we've heard from customers directly where they're putting Flash in front of it's a sand solution, so I think EMC will do quick deployments of Flash, kind of stopgap that either loss of sales and or customer re-architecture, but ultimately I think EMC doesn't know what to do yet because with VMware, where do you put the data layer? Now Pat Gelsinger said today in his keynote that the data layer is going to be decoupled from the app and the apps were tied to the infrastructure, so we're hearing that Pat Gelsinger's talking about gravity of data, so I think what's going to happen is you're going to see a data layer emerge and VMware will be a big part of that conversation. So Stu, what are you seeing on the show? I mean, you've been walking around, talking to people, you've got the convergence angle covered, what are you hearing? So, Interest, we talked about EMC and its acquisitions and trying to kind of pull them all together, so one of the things we saw a few years ago is the show had almost fragmented into pieces. You have the people that kind of love data domain, you have the documentum track, you've got the labs people and people are breaking out of their silos and cross-training, talked to a bunch of people that are doing infrastructure for today and tomorrow, and then going to see the data science stuff on Wednesday, so really kind of a mixing of roles and responsibilities and understanding a lot of the different pieces here. The thing we've talked about a lot, Dave, is really the transformation of the workforce and you just can't be a storage guy worrying about your lunch, you need to kind of get out of that silo, work with your peers and EMC were kind of raising themselves to a higher level of discussion with the C-suite to make themselves more strategic. How about the relationship with Cisco? We had Mike Leica on today, Brocade, we saw the V-specs announcement. I mean, EMC and Cisco obviously have a very close relationship, but is it cool and off a little bit? So interesting point, if you look, networkings growing here, Juniper and Arista are both here with good presence at EMC, which is a first. So absolutely, it's always been Brocade and Cisco and starting to see the other networking guys. So we know that these big players have to be able to support multiple environments. I think that the Cisco-EMC relationship is still strong, VCE is here. Cisco was very a key part on the V-specs launch, Brocade was too, but Cisco has a strong presence there. So first place you walk into the part of the billion, Cisco's right there, VCE is right behind it. Giant V-specs bus with Cisco is one of the main logos. So I don't think it's cooling off, but EMC, if they want to stay strategic, needs to keep their options. What do you think about VMAX? We've heard from Secret CTO that good props on VMAX, what are you hearing on that? What's your analysis there? Symmetrics, which has turned into the VMAX, has been the flagship product of EMC for, gosh last, since 1990. So it is still a major part of the portfolio. General feedback we hear from the community is still solid on VMAX. Latest research that the Wikibon group has done still shows its market leadership in its space and it's still doing well. The high end storage isn't as sexy anymore and you're not getting talked about, but EMC is still plugging up. It's interesting, John. Symmetrics, VMAX, it's hardened microcode, been around for a long time, very, very stable. People run their businesses on it. However, that type of ingrained architecture, that hardened architecture is always hard to change. Somehow the VMAX people, the VMAX engineers have been able, the software guys have been able to keep pace with that. Which is amazing to me because you juxtapose VMAX to say three-par. Now, three-par is putting forth the notion in their messaging that, hey, we're the new tier one. Multi-tenancy, fully virtualized architecture, much more flexible. We can support applications across the portfolio more cloud-like. That's the new tier one definition. EMC in the other hand is saying, no, tier one is the traditional high-end mainframe class, reliability, availability, serviceability. So there's an interesting little war going on between the Donatelli acquisition of three-par, HP really going after that high-end base. And EMC doing a great job of holding on to its existing base. I'm interested to see how that thing shakes out. I don't know if you have an opinion on it. Yeah, so Dave, absolutely. When I look at it, it's very tough to kind of go head-on in that space. So tier one vendor, EMC's been there with IBM and Hitachi for a long time. Three-par's got a great product and they're trying to fight EMC in that space. But if you look at the biggest disruptor for large block environment, it's flash technologies and scale-out file architectures. So EMC, of course, with the VF cache and ExtremeIO acquisitions are trying to go in that space. And Icelon seems to be growing pretty well too. So those are, I think, the bigger risk for eroding the Symmetrix market, the VMAX market. John, I wonder if you could give us your perspective. Now you're leaving tonight. You're going to the HBase conference, which is the heart of big data. Now you got a big data, data science summit going on here. What do you think about all this? About what EMC's positioning in the market? Yeah, specifically their positioning in big data. Well, I mean, first of all, I just want to say to the audience out there that siliconangle.com and siliconangle.tv and Wikibon will go wherever the stories are. So we're here at EMC, we're up for three days wall to wall, but if there's a story to be had, we will go to the story. And that's why I'm going to San Francisco tomorrow to go to the HBase conference because that's where the action is right now in the data science developer community. And so I think obviously I'm pretty bullish on big data, as you know, but EMC's perspective on big data a little bit different. It's really much more of a business discussion. They talk speeds and fees with Greenpoint a little bit here. They bought Pivotal Labs. So they're putting their toe on the water relative to quote what I call real technical chops when it comes to big data. And so I think they've done a great job with the messaging and they know they're doing work there. So they got their investing in that. So I give EMC a nice little golf clap there and say, hey, good job. Relative to the data science summit, I think the positioning is clear that they are definitely not going after the developers right now. They are clearly going after the business audience, Dave, where they want to educate them kind of a thought leadership summit. It's kind of a TED videos kind of provocative content. Yeah, they might talk speeds and feeds here and there but for the most part it's mostly high level. What is data science? Kind of data science 101. So I think for EMC, my critique on EMC right now is they are really, really not there with real messaging and real deliverables to attract hardcore developers in big data and that is the alpha developers. Pivotal is a good start and I think that's a great direction. It's not that they're missing it they just don't have anything right now to talk about that. So John, just a question for you on that because I think we saw EMC at Node.js that the Node summit, I see a lot of puppet people here and there is a pretty good data science crowd, people in partnerships. So I just kind of want your opinion on that. Oh yeah, I mean EMC is a huge install base of your startup. Why wouldn't you want a water ski behind EMC's ecosystem? But EMC is a company relative to delivering real value around the technical side on the developer. Just not there, it's the reverse. So yeah, you're right. Pop it and those guys are coming here because there's real challenges in configuration management and automation relative to this legacy platform and it's kind of kluji right now. I mean, green plums evolving but I'm not dissing EMC. I'm just saying this is what it is. The reality is is that EMC is not viewed as a leader in the developer community around big data. On the business side, they've got all the right things in place from the solution standpoint. They got the executives focused on it but you got a conference like HBase conference going on. That's a significant ecosystem. It's the open source. EMC was late to the party in that. We covered it last year at EMC. We asked Pat Gelsinger. We played nicely in the community. They are. I don't think it's just a timing issue for EMC. I'm just saying for this show, compare and contrast, you've got data science summit. I mean, it's a marketing vehicle. It's not open to any real there there from a developer perspective. So we heard the same critique about Strata. Much more suits and Hadoop world this year with Hortonworks is going to be much more developer focused. So the market's growing. There's constituents all around and that's just what it is. Thanks. So EMC made an acquisition today of Syncplicity. Okay. I don't know if you know much about the company but they are a file management system for the cloud and it allows you to sort of sync and share automatically. It's like an iCloud, sort of product. I don't know what they paid but the news just broke about an hour ago. So trying to get some more information. Is it official release by EMC? EMC acquires Syncplicity, yep. Privately held next generation cloud-based Sync and share file management provider. So I guess box-like Sync. There's enterprise capabilities unlike consumer focused competitors. So it's enterprise capabilities. EMC further enables the enterprise to balance productivity for the users, blah, blah, blah. So EMC up three and a quarter percentage today announced is acquired privately held Syncplicity, a leader in cloud-based file management solutions based in Menlo Park. It looks like a security compliance product. That's nice. That fits right at the data protection as we talked about earlier today. This is really a Dropbox type of competitor as well but it's Dropbox for the enterprise. I mean, here's the thing what's going on. This might, I mean, I haven't read it yet but it's just quickly browsing the release. There's a big trend obviously, bring your phone to work kind of thing. Bring your own phone concept. And that's really pushing the envelope on the edge. So we talked about the edge too. You got security. So obviously network policy, stuff that's been around the industry. It's always been great on a firewall-based system. Here's your BlackBerry controlled phone. Here's your apps that are running up. But now with cloud, the consumerization of IT, there are issues around compliance, security, and that's a big trend. What's your angle on that? So interesting thing I took away from the keynote today is I didn't hear a lot about VMware, which is surprising because we've been coming to the show for many years and VMware's been front and center for the last few years. The acquisition sounds a lot like Project Goftopus that VMware is working on. Well, I'm interested in where it fits. They've got 35,000 users. So, you know, I mean, smaller than Dropbox. Is Merits scheduled to show up here? Merits is giving a keynote tomorrow morning and we've got a bunch of VMware people that'll be on theCUBE Tuesday and Wednesday. I mean, I think you're making up a good point, Stu. I think it's an unmuted VMware message there. I didn't hear much. I mean, the big challenge, you know, I've seen with VMware is the shift from kind of the infrastructure to the cloud because those really are two separate product lines from VMware and the solution sets and the people that are deploying them are different. I think what I want to see VMware tell me and I want to hear this from them and I haven't figured it out yet, but I want to see where they put the data layer. So, relative to their stack, where does the data layer fit and is there one data layer or are there mainly multiple data layers? So, John MacArthur's texting me, giving me some good information here. He's the one who shared with me 35,000 users. They've got a native iPhone app which essentially backs up Google Docs. So, that's a sort of interesting, interesting angle. I guess so. I thought Google backed up my Google Docs, but maybe not well enough. My Google's a little flaky sometimes. Recover from tape. Yeah, recover from tape. I wonder what the secret CTO would say to that. Oh no, wait, so not backup, sorry. So, backup, maybe it's an alternative to Google Docs. Really sorry, yeah, because you're synchronizing, sharing files, so it's collaboration and various Dropbox like. So, Stu, what are you hearing? You've been out scouring the landscape today out here at EMC World, attending the keynotes. Share point. What are you hearing on the floor? First of all, it's a big crowd. It heard 13,000 to 15,000 people. It's noticeably larger than last year. We've seen a number of the shows this year cutting back a little bit. So, good crowd. People are really excited to put hands on. Jeremy Burton has put a lot of bling. There's definitely a lot of flash to EMC who traditionally was kind of the East Coast more engineering driven company. Now EMC has a lot more of a West Coast vibe. We love that about Jeremy. Absolutely, so, you know. I want to come back to that. So, actually I'm reading this press release. So, Rick Devanuti is the guy who's quoted in the press release. So, this is an IIG move. Okay, so you basically have got SharePoint, right? Which essentially is part of that whole workflow capability, so that's really where it's going to sit. So, this is designed to really try to bring IIG, I guess, to the cloud. Give them a little bit more sizzle, right? The old documented piece. That division's never really performed the way that EMC has wanted it to perform. So, maybe they're seeing an opportunity to become more box-like for the enterprise. Dave, what's your take on today? I'm about to just get your angle on today. Well, I thought, again, John, we've seen the evolution of messaging at EMC. I mean, I have to say, Jeremy Burton, props go out. I mean, we had him on theCUBE, the very first EMC world. He was very new. And he said, I'm big on messaging. Well, boy, is he ever. And I think the messaging continues to be very strong. The transformation of IT and business and yourself. Transformation of IT being cloud. Business being big data and self being, you know, these other capabilities that EMC services, training is bringing in. So, that's good. I like that messaging. You know, just to add to that, what I've noticed a little nuance with Jeremy Burton's messaging is that, like he did on the first three years ago, he did say that, but look at how it's evolved. CloudBee's big data, did a little nuances. Now it's CloudBee's big data, but he's separating cloud to IT and big data to be business transformation. So, it's transformation message, but he segmented out categorically both. So, it was a nice extension to the messaging and a nice nuance there for Jeremy. I think the other thing I would put out, again, we keep seeing that both transformation and the evolution of EMC. And what strikes me is the strength of the partnership between EMC and SAP, much stronger than it was a year ago. You saw that come to a sapphire. Joe, too, I should mention that on my social cam. Joe, too, should you mention that on your social cam? As well, we know about this project inside of EMC called Propel. It's a very large SAP instance. You know, I think what's happening, the EMC has not come out and said this, but I think that, you know, EMC is a big Oracle shop. And you got to believe that like every Oracle customer, they basically had it with Oracle's tactics. And so, reducing their reliance on Oracle, increasing their commitment to SAP, putting their money where their mouth is, that kind of deal happens at the top levels. When you mentioned Bill McDermott, you could see on your social cam, which people should watch. Tucci just lit up. Oh, we know, we know him at Germany. He's a very good partner, very good partner of ours. So, I mean, I think that that to me is the big new partnership. I mean, obviously EMC and Cisco, but I mean, it's lost a little bit of its shine. You got, you know, some alternatives coming out. We sort of seen that take shape. And now SAP is a new big part. Take Joe Tucci, for example, right? Joe Tucci, a competitive guy, baseball player, as we know. I mean, at that time, you threw the ball into the screen. But Bill McDermott, competitor, right? So Bill McDermott, when we had our one on one of them last week, I like to win. He's a competitive guy, likes to play hoop, Joe Tucci. I could see them getting along, Dave. And I think that's an interesting observation. And I'd be curious to follow that. And I've been noticing configuration-wise, I'm bumping into a lot more people at EMC that work at SAP in a way that you'd almost realize, are they, are you an employee of SAP? So it's very VCE-like. Yeah. I'm just saying. Now, is there something there? VCE, obviously, on Quack has been on about VCE. They're having a compelence on tomorrow? Compelence. Hey, I just got another text from MacArthur, said, True Ventures put in, and some private investors put in 2.35 million last, I don't know, sorry, in October 2008. Never seen any mention of a B round. So that's a couple years ago. But they did raise more money. True Ventures, John Callahan's company? Yeah, so that was probably an exit north of 100 million. Why don't I text them right now? Yeah, see what you can find out there. So that's, you know, the flash thing starting to come together, I mean, I said this in theCUBE today with Mark Sorenson and Barry Ader, it was a good segment that essentially, people say, well, EMC's behind. Pat Gelsinger said they're behind. Now, they're behind, they were behind guys like Fusion I.O., who's sort of leading the space. Violent memories, you know, solid fire, even though I haven't announced the product, has great vision. EMC is ahead of the other whales in flash. So in a way, they're not behind, because if you're huge and ahead of your biggest competition, then you're ahead. And I think they're actually significantly ahead. Now, we'll see what happens. It's a game of leapfrog. We'll see what happens with IBM. We'll see what happens with HP. Is it called Syncplicity? Syncplicity, yes. Syncplicity. So we'll see that game of leapfrog. But I mean, EMC's, you know, seriously, they got a skunkworks that they turned into a business division. They just made an acquisition of Extreme I.O. I would expect, Stu, you're going to start to see some other acquisitions. Just like when IBM bought Neteza, EMC got, bought Green Plum, you had a run on those data warehouses. And the scale out architectures like Isilon and iBrix and all that kind of moves. Yep, they all went. And I would think that you're going to start to see some flash moves. I think HP's got to make a move there. I think this is a great move for John Callahan's firm, True Ventures, because True Ventures just had a great exit with Cetus to VMware, which the VCs were not happy about letting go. They sold it for much lower than what they could have got if they stayed alone from what I heard from multiple sources. But the entrepreneurs really wanted to join VMware, Stu. I mean, I talked to them at the big data party at Ravi's house, and they're like, we love VMware. They love Merits. They love that culture. So a lot of cool deals going on. A lot of M&A action. We have calls into our sources to try to find out how much that went for. But again, all the actors happening in tech. And Dave, like I said on the EMC TV show, IT is back. IT is exciting. The consumer market, Facebook, Twitter is getting played out. Consumerization of IT is where the action is. The VCs are investing a ton of M&A opportunity. And Stu, that's why I think the developers are gravitating towards EMC because EMC is a whale that's creating a massive thermal of opportunity around it. So startups go where the money is and EMC is blazing a trail, Dave, right to where the dollars are. And that's the big accounts. And John, you've been covering the EMC Ventures, which is kind of an interesting arm of EMC, throwing some money around. Oh yeah, and Pat Gelsinger recently been more and actively involved in that by a new manager in place, ex-Intel capital guy running it. So Pat Gelsinger, Intel capital executive running VMC Ventures, ecosystem development. We talked about this two years ago at VMworld. It's an ecosystem. Wintel is the old model. VMware EMC is the new model. So they added VCE and SAP. You can't help but be impressed with the EMC. I mean, not only the messaging, the great marketing. People love to criticize the products, but we have Secret CTO, who generally was- He wanted to grill them. He was critical, saying, what do you say? I got to hand it to VMAX. He was honest. He wasn't just grinding. This is a product, it gets called legacy. It gets called all these pejoratives, but here's Secret CTO, nobody knows who he is. And like you said, he wants to grind them and he says, well, I got to say that VMAX is pretty good. So I say, I get criticized a lot, but I mean, you look at EMC, great marketing, great messaging, fantastic execution. They throw off cash, they make great acquisitions. Company solid, Joe Tucci said on my social cam, lot to do, it's fun. He wants to stay around. It's an exciting time for EMC. They really transform themselves from a storage vendor to an absolute player and also a leader. I mean, they're also leading. So you've got BRS, the data domain acquisition, the data protection, 66% market share. All their 100% of their products hit 100% of their customers, as we've heard from the Secret CTO. So EMC, great field sales force, great consulting organization under Howard Elias, Tony Colas' organization, we'll hear from him tomorrow. EMC's pumping on all cylinders, it's been fantastic. Yeah, and just like I said earlier, I think services is like the secret weapon that the EMC never talks about that much. I mean, they talk about their services, but they don't hear Tucci standing up saying, we got the best service in this, because he doesn't want to tick off his services partners. They really play that partnership game very well. The way they played Cisco, and I say played Cisco, but played nice with Cisco, VC, they got that whole coalition going. Cisco went off and did FlexPod with NetApp, but there's a nice balancing act that they got and they brokeade in really savvy, now SAP, about how they manage their partnerships. Oracle, you know it's this, but what do they do? They pay the million bucks they get on stage in Oracle Open World in front of 15, 20,000 Oracle customers to get their messaging across. It's well worth it. That's a million dollar messaging, and you know that, yeah, well worth it. So EMC's doing great. We are here at theCUBE, SiliconANGLE.tv's coverage. All the signal here are extracting and sharing that with you. This is day one, coming to a close. SiliconANGLE.tv, we have EMC day two tomorrow, wall to wall, Dave and Stu will be covering it with Jeff Kelly and the team. Marcus and Hopkins, Kian will be here with Alex Wilcox is our new guy here. Thanks to the guys for this great day and we'll see you guys tomorrow. And I will be in San Francisco for the HBASE conference. So look for that on SiliconANGLE channel two. So we now have the two channels, look for that SiliconANGLE one will be EMC world, channel two will be HBASE conference. And again, we will go to wherever the stories are. This action, we will bring it to you. This is SiliconANGLE, day one wrap up. Good night and see you tomorrow.