 Thanks very much for coming on theCUBE. Hey, good thank you. Good, thank you for coming inside theCUBE. Great to see you. Good to see you. ESPN, are we gonna discuss Mavericks, or what are we discussing? We're talking about desktop versus agent versus VDI. Who do you think is gonna win in the playoffs? That's boring. Okay. We watched the game last night a little bit after the last minute heroics by Dirk. Great series. Phenomenal. Phenomenal. Celtics are our team. We are the Celtics fans. You guys are the Celtics fans? I gotta go. Yeah, but we're rooting for the Mavericks. We love Mark Cuban. He's been on my show, on my past podcast. Right. Great guy. Great guy. Great tech leader. Fantastic. Welcome to theCUBE. Yeah, good to have you here. What do you want to talk about? Big keynote this morning. The tweet stream was a buzz. Is the PC dead? I think it's only dead. It's been dead for five years. Five years, yeah. Do you use a PC? No. Laptop. Laptop. That's a PC too. Okay, yeah. Of course I use a PC, yeah. Sure, most people do. This runs my life right here, the mobile device. I got them all. You're getting smart enough. Absolutely. All of the above is what I use. Oh, they will? You don't use a PC? So, to be completely honest, I have a PC, but I'm, let me see, this camera right there? Yeah, great. Okay, this is my new desktop. Typical PC desktop, typical PC tower you have in your offices. Obviously you're looking sexy with your little Mac thing going on. Sure, it's cool. And you're looking cool. We are cool, baby. It's all status. It's all status. Yeah, we are cool. We're definitely cool. We know that. Your kids thing, you know, you're so cool. Yeah, iPads. Exactly. But a lot of people, 100 million PCs, like desktop PCs, towers are shipped to enterprises, you know. Those things cost a lot of money. 300 watts, electrical power. You have to spend three to $4,000 year over year. CIOs hate those things. Now devices like this, this is my new desktop. Two watts versus 300 watts, say no more. You're already green. Under 12 watts, you can get your power from the grid. Under 12 watts, you can get your power from the grid. You don't need a power cord. There is no operating system. Nothing running on this. Windows is virtualized. No security, no management, nothing needed. Were you in the keynote this morning? I was listening. You were listening. Look, how do you watch TV today in cable TV? You buy a TV. You pay cable TV service. All you need is a remote volume channel. You put anti-virus on your TV. Do you put systems management on your TV? Do you put performance management on your TV? Stop me. Do you put backup recovery on your TV? We got D2, D2 for sure. So, DBR. Computing is moving to these kind of devices. Cable TV model. How much? $200? This starts at 50 bucks. 50 bucks. 50 bucks. We're doing diplomas right now in Africa, in millions of units, changing the education. Education clouds. Cloud is real, happening at the government level. So this is the next big thing. Having said that, this is a desktop story. We have also laptops like these. Not this form factor, obviously. Laptop with a screen keyboard, just like your laptop. The difference is, there is operating system running on that thing that breaks. By the way, they make it in a way, it breaks all the time. Purposefully, so you can buy more. Our stuff runs five, six, 10, 15 years. So, Tarkin, you're talking about... Did you get that, by the way? We're way ahead of you on this one. So let's go to the next level. So you're talking about massive game-changing price point. It's like a dam breaking. You talk about education, you talk about health care. You're talking about the cloud powering, new kinds of ways, education. So take us through that next level. This is going to be explosive. What's your forecast on units? Because once it tips, because we're not there yet, this is, I think, just the tipping point. When the dam breaks and the floodgates open where the connected device taps the knowledge base of the social power, what's your view on how that's going to evolve? So let's talk about numbers a little bit, because numbers don't lie. By the way, we did not rehearse this. These questions are just coming from left and right. Appreciate you managing this. This is a cue. No problem, we're good. We've never rehearsed a cue. We are a beacon of knowledge. I love this. 6.8 billion people in the world. Only 28% internet access. Couple of data points. Every year, 350 million PCs shipped. 100 million desktop enterprise, the mainframe desktop enterprise you have in the office probably. And 250 million laptop enterprise plus consumer. 350 million shipped. There are about 1 billion PCs in the world. 350 million come in, 300 million retire every year. Let's talk about a billion devices, billion PCs. That side of the business has been flat for the past five years. Flat, flat line. Flat. These type of devices, small market today. 2009, two million units worldwide. Nothing, two million desktop, boring, okay? Last year, nearly four to five million units. This year the number is going to 10 to 30 million units. If I take the 10 million unit benchmark for next year, that's already more than 100% growth. And this is eating up the entire desktop enterprise PC business. Now the phone factors coming in the laptop form factor like that are going to start replacing the laptops you're buying. Because everything is virtualized. Everything is in the cloud. You don't need this heavy, non-green. You remember the analogy? The Hummer. The Hummer version of the PCs. You don't need these devices any longer. You don't drive a Hummer, do you? Absolutely not. I do agree. I mean the big fat bloated PC days are over, right? I mean people think of the desktop. I think of changing my desk. I don't bring that honk and desktop to my kids' soccer game. Absolutely. I bring my mobile device, but I want all the apps. These type of devices and the virtualization software is for every single organization, maybe not every single user. You're still going to have people like cool, good-looking people like you. It's going to have some, you know, laptop. Some laptop like this, maybe some laptop in the office. But it's going to be a smaller percentage. If you have 100 people in the company, probably 10 people are going to keep those things. The 90 do not need them. So this goes after the fat middle. Exactly. This is the mass. This is going to be mass. The only thing holding you back right now is bandwidth on wireless and network speed. Well, that's plugged in, right? You know what, here's the issue. It used to be the case. In some parts of the world, it's the case. In general, that's moving away. There are more web services than ever before. There are no more web-based applications than ever before. There are more network connections than ever before. Even now, on the planes, we're getting Google internet, you know, flight in, right? We're getting more network connections. That's just a matter of time. It's not there today. Not 100%. This is the reason. This reason is as exciting as this. This is just happening, guys. Innovation, unfortunately, wealth creation, unfortunately, is just now. OK, so let me ask you a question. So we're totally with you. The innovation cycle we're living right now with open source now, maturing, you got open stack, which is a nice vision for Citrix. But even out in the real world, this innovation cycle is really happening. It's first time. It's happening really fast, too. So I think that number, you might go straight up on your shipments. So that being said, what is this going to enable? Share with us your vision on this innovation cycle. So we're seeing it now at a very fast but early stage. Apps cycles are going lower. I mean, absolutely, Apple, everyone points to Apple. You got Google. It's a massive innovation cycle. Super. What's going to be coming out of this? I mean, the best startups are the ones that no one sees. That's the expression in venture capital. It's all this new stuff happening. What's your view of this innovation cycle? So I'm not going to tell you complete truth, because I'm going to hide some of things for my own personal investments. But let me share with you the pieces that I can share with you. Three mega trends. Cloud, social media with location-based services, and obviously mass consumerization of IT through mobile devices you're bringing to office. Mobile devices like these, my iPad, and so on. I use an iPhone. I still use a BlackBerry because of the keyboard I like. I still have an iPad. And I have my think lines in the office. This is my desktop. This is my smartphone. And in a kind of way, this is my laptop. This is my world. Three devices. Look at this, how beautiful that is. Everything in my palm. All three devices I use today. Desktop in the office, smartphone in my laptop. So having said all this, three areas. Cloud, IT consumerization because of these type of devices. And social media. Those are the three mega trends where there's a lot of innovation. Those three things are driving more virtual data center, more data center consolidation and virtualization, more and more borderless network optimization, and more peer-to-peer communication with voice data video all integrated into one box with no firmware running on it. So there is tons of innovation going on in those three layers. Having said that, with cloud coming in, also most of the innovation is going to move from the infrastructure management and security back into application development. GUI, user interface, new apps. I give you an example today. There are no barriers to entry in cloud. You and I can build the next generation company tomorrow with the right idea, right? So innovation is going to come us at multiple levels in multiple directions. So cloud, social, mobile, three things that we've talked about. That's our editorial. We basically better our business on those. And the fourth is data. I guess it creates tons and tons of information. Big data is something we follow heavily. Obviously cloud, mobile, social is what SiliconANGLE covers. It's where computer science intersects social science. That's our editorial for the two years we've been around. It's been a great success for us. But we totally agree with you and want to ask you, OK, what investments do you have? Nice, nice. But I'll tell you, I'm doing some social media, location-based services. I'm not doing social media, social media. Some of the things that are underneath enabling social media, what are those? Better GUI, better interfaces, better location-based services capabilities, better management and security for these things, privacy. There are new set of technologies around privacy, huge opportunity, business intelligence, huge opportunity. And tying to these things, to these type of devices, provisioning, some of the capabilities around virtualization and user experience optimization. As a user, when you play a video, you don't want to have jitteriness. Watch your basketball game on your think line with no jitteriness, smooth. That's technology. That's innovation right there. So let's talk a little bit about WISE. What are you doing with WISE? Where do you want to take the company? What do you think of the IPO? Market seems like you're getting more into it. WISE used to be a public company. Sure, sure. It was a very hot company at the time. WISE is still a very hot company. Used to be a public company, private, public, private. We took it actual private some years back. And our goal was to basically reinvent the company, re-engineer the company, based on the 30-year history, core business, very successful, huge customer base. People know WISE in and out. We've been there for a long time. The channels, you got the distribution, all that stuff. It's phenomenal channel distribution. You know WISE, what about? Phenomenal team, a lot of IP, tons of patents. Now what we're doing is taking the company to the next level with more software. We have a hardware business, second to none. Now we have a phenomenal cloud management, secure software business, brewing. Our new vision is all about cloud-client computing. What we call is a cloud-based console which manages not only thin-client, zero-client, and cloud PCs, but also touches mobile devices, network devices, like routers and switches, network access devices, the PC itself, the virtual machines, peripherals like a network printer. Being able to manage, secure, virtualize, and provision any device in the cloud infrastructure is our story, it's our vision. It's going to be a software-based vision as we move forward. It's a great vision, got to applaud you for that. We're here at Citrix Synergy Live with the CEO of WISE. Company that's been known for way back in the day when I was a young buck, I mean, terminals. 3270 terminals. Terminals, but now with cloud, you know, they have the hardware, softwares the key, we're seeing that across all other companies. We go to a lot of events and we talk about the future. We talk about cloud, we talk about big data, impact of social, connected consumer electronic devices. How do you look at Citrix? We've just at EMC real days ago, SAP Sapphire last week in Orlando during theCUBE, and we talked to all the top companies. We'll be at VMworld. What's different now is that everyone's got to work together. So what does Citrix need to do? Because they laid out a good vision. The vision is, they got a triple threat. Personal cloud, private cloud, and public cloud, and then tying it all together with NetScaler. Beautiful, I like it, sounds good on paper. And they got that pole position right there. What do they have to do to be successful? And other vendors as well, in this market. Sure, let me preface this with a couple of statements. I mentioned this this morning, I don't want to bore you tears again. First time in the industry, you have IT vendors, right? Service providers, telcos, as well as content providers. Like you guys are content guys, right? Time-worners of the world, okay? When you look at the news corp, these type of companies with telephonicas and AT&T's and Verizon's of the world, now working with Cisco's, Y's, Citrix's, VMware's kind of world. So the worlds are colliding in the right direction, in the same direction. And the goal is, again, virtual data center, network, bring the peer-to-peer communication, bring the content, most important piece, the content to the users at the right time with the right format, whether that's voice, data video. Right format, that's the format as the user experience home run. Hugely important. So having said all this, having said all this, Citrix is playing a huge role and this company, I'm not saying this because it's a Citrix event, it's synergy, they reinvented themselves over the past 15 years in a very nice way and they're doing this again. They're moving from the Zen story from the backend, from the data center to the client, client infrastructure support, user optimization now, taking that to a new set of mobile platforms like iPads and tablets and smartphones and so on. So still working based on the core of the past, taking that next level. As wise, we're doing the same thing, that's why we're in the right direction. Having said that, having said that, in the marketplace, call it spade-to-spade, you know, Microsoft is doing great things, Google is doing great things, VMware is in their plane and Apple is coming to the world. Other vendors, PC vendors are trying to chug it along, they're a little bit heavier, slower and boring, but they're trying, having said all this, competition should make us better, not bitter. So having said that, why isn't the game with Citrix taking this next level in a nice way, bringing the data center, the network and client store all together. We have a hardware software view with Citrix's software view coming together, one plus one equals three. At the end of the day, you're going to see more and more next year with more software and on user optimization, security and management. Disruptive enablers always are the catalyst for major revolutions or evolutions. We've seen that in the trend cycles over the past few decades. Virtualization, a very key technology, servers are now desktop, there's a key disruptive enabler in play, evolving, maturing. Is there any other disruptive enablers that you see that will be that lever that is coming around the corner? Great question, let's say it back a little bit. Like, you know, what did the highways do to the railroads? What did the web do to newspapers? Now, cloud is doing that same thing to the PC. And virtualization, you just nailed it, is an enabler making the cloud happen against the PC. As we move forward from a hardware perspective, these type of devices are going to impact, obviously, like the iPads and the Android tablets and smartphones also going to impact the PC. You're going to see more location-based services, social media kind of activity also impacting some of the ERP applications eventually. That's going to be a huge disruptive enabler, so to speak. And at the end of the day, without saying too many words, we believe cloud is here to stay. And it's going to be a huge disruption, but at the same time, if we are managing our skill cycles and reinventing ourselves at the right time in the right way, just like Citrix did, just like Vice did over the past five years, the opportunity is immense. We're here at siliconangle.com's exclusive coverage of Citrix Synergy 2011 live from San Francisco, California. I'm John Furrier with siliconangle.com. And I'm Dave Vellante at wikibon.org. We're here with Tarkin Maynard, CEO of WISE. My last question is, do you like being private? Is IPO in your future? Let's be honest. I mean, IPO is always something that people like to do and we're looking into options. The LinkedIn's a $10 billion valuation. They're a Rolodex networking tool. I love it, I love it. You have to be working with us, man. You should join WISE. We pay well. We're the four lead sponsors, so we'd love to have WISE lead all of our videos. So go back to your questions. It's gonna be worth more than $10 billion. Staying private brings us a lot of value, obviously. Moving fast and so on. At some point, we believe going to IPO away is the right way. We're looking at that option right now, seriously, after many, many years. And look forward to it, actually. We're looking at all the options we have. Having said all this, with all these IPO activity going on right now, LinkedIn last week, this week, you had free scale today. It's going good. The numbers are looking good. There's some bubbling that's going on over there. We just need to be careful what that means, right? But we have financials in the right place, operations in the right place. Good balance sheet. Tenile balance sheet. We're rid of the bubbles. We're rid of the gark and my final question to take us home to end this amazing broadcast from Synergy in San Francisco is a personal question. You're a dynamic individual. You're leading and turning around a legacy brand that has a lot of brand equity, a lot of resources. Personal, from a personal standpoint, you as an individual, how do you look at the future and how are you gonna live your life over the next five years with technology? Look, I really love the stuff that you're working on. This conversation is fun to me. It's from the heart, you know? What we do is so unique. And this industry is the best industry you can be in. Everything's changing every day. We're meeting good people like you. Every single customer I talk to every day, they're looking for new innovation. It's so much fun. Not being in this industry is actually a loss. So being here, doing what we're doing is everything to me. The money and everything else is a byproduct at the end of the day. When I go to a customer and say, hey, you solved the problem, you're innovating with you and you're giving better service to our customers, that's the high five for me. That's the high five day for me. That's the touchdown with the safety right there. Charkin, bring us at home, ending out our broadcast. Thanks so much. Great dynamic individual. Why is it gonna be vibrant? I see good things in the future for miles. Yeah, we'll be watching. Good conversation inside the Cube. Thanks for that. It was a wrap from San Francisco. I'm John Furrier. And I'm Dave Vellante. We'll see you next time.