 back here live for HP Discover. This is Silicon Angles theCUBE. I'm John Furrier, the founder of Silicon Angles. Silicon Angles Wikibon, I've been partnering on theCUBE since theCUBE was started, 2010 at EMC World. We've done all the HP Discover since then. It's been a great transformation of a company here at HP. And our wrap up for day one, we're going to discuss HP and their journey to their turnaround, their five year turnaround plan. But more importantly, the energy, the messaging, what was being said here in the keynotes. And for this day one wrap up, you can kind of hear the jingle and the music in the background. People are pumping, they got a spring in their step. I'm here with Jeff Kelly and Jeff Frick, my co-host for the day. Jeff Frick was with me most of the day. Jeff Kelly came up for the big data segments, then went out, was scouring for stories. So, first of all guys, before we get into just the keynote, what have you found for quick stories and headlines? Well, from my perspective from the big data angle, it's all about haven today. HP, in a sense, finally putting forth their unified big data story. They have been taking small steps for the last, oh, year or so in this direction. And I think we've been waiting for HP to really tell a coherent narrative around a unified big data platform and a story around how they're going to take their kind of customers to the big data promise land, if you will. And they finally landed that narrative with Hayley. Jeff, what did you hear? Yeah, I think the interesting thing for me was really Dave Donnelly talking about the HP turnaround. And you know, they had some rocky times in the leadership and even just now to hear Meg and the keynote talk about their financial strength. You know, I would never think of HP as somebody with weak financial strength. I haven't looked at the balance sheet lately but I'm sure there's a pretty big number. But really they're trying to take a start-up attitude and reinventing the company. And I think as you said, that's where some of the energy's coming from. They said they're on a five-year mission, unless you're when he sets the start time on that five years, how far we are into it. But they feel like guys that are moving this behemoth and they're taking advantage of the new technologies and they seem to feel good about it. Well, this is HP Discover, this is SiliconANGLE, Wikibon, the CUBE, our flagship program where we go out to the events they strike the signal from the noise. This is day one of three days of wall-to-wall coverage at HP Discover. And we go out to these events. We go out to the events of the big guys. We do technology days. We offer free research for Wikibon, SiliconANGLE. It's got the blogging and the video operation. Guys, we will spare no expense. We love the underwriting model. HP helps us get here. We provide our independent analysis. So let's get to it. Meg Whitman's keynote. Obviously she's been under a lot of heat. The heat in the kitchen has been hot for her, taking over HP with the disaster of autonomy. And she stays strong with her mission and her vision. And she looked great. I thought that she was fantastic. Kevin Bacon did the intro. He was so awesome. The storytelling was fantastic. He delivered it. Geniusly. He crushed it. Crushed the intro. And then Meg, at all our talking points. What do you guys think? Well, it's funny, the six degrees of Kevin Bacon, really how it's tied together in social now, which is such a big driver in so many things that we do. And he started out as kind of a joke amongst some college students, tying any actor that ever acted at anything through Kevin Bacon to get to him. So I thought that was pretty interesting. Again, they're trying to get the customer stories out. NASCAR, I thought was interesting they had the NASCAR guy talking about how they can get closer to their customers. And again, I think what's really interesting is how technology is getting everywhere. And then I think the last part where, I think you said it, John, it's software defined fill in the blank. And HP is a traditional hardware company selling hardware and stuff for the data center really is adopting this, let's put the software layer over everything and kind of this fabric. HP really has an opportunity here in the big data space in particular to leverage their infrastructure prowess to deliver big data analytics and big data environments that are extremely efficient that really drive ROI drive new revenue streams for their clients. And I did like Kevin Bacon as well. I thought it was interesting. A lot of times you come to these shows and they'll have a celebrity come on stage, but there's really no tie in other than celebrity. Kevin Bacon actually, he's doing some work in the technology space with his social networking application, I guess it is. And I know we've hit big data, he's hit mainstream when Kevin Bacon is on stage talking about the growing data volumes and the need to harness it for competitive advantage, I think we've hit mainstream for the big data space. Okay, so here's my notes. Let's break, I'm going to break down the keynote in the readish digest version. Meg Whitman came out, it was very, very clear from day one that this is about a new style of IT. Security is a big message. It was about mobile, cloud, security. The shift in the business, everything's changing, that highlights what I wrote about this morning on Forbes and SiliconANGLE, that when everything's on the table, when you have these massive inflection points, new things are happening. The second thing is, this shift in the business is a challenge for IT, speed with modern applications with web services. She didn't say APIs or she didn't say Amazon, she said web services. Application lifestyle, she mentioned that it's no longer gonna be nine months to create that one Ditto product and nine months later for the 2.0. Application development is a big focus. Scale and barriers to entry, she was talking about competition. If you are a business, you need to be competitive and you're gonna do it at scale. And then she said, IT is about devices, infrastructure, and software services. And that IT is critical strategic factor for competitive advantage. Cloud, mobile, big data security, those are her pillars. So, and some other stuff, I liked the comments, she said, a DBA can work anywhere with a smartphone. Interesting dynamic. We know that the DBA is changing the data science. Nice little tie in there. Private managed public cloud environments, those are the three areas. Private managed public clouds. I noticed how she got in. My favorite part of Meg's speech was, she said, you know what our strategy is? Simply, we provide solutions for the new style of IT. That's it. Now, I don't know if you remember, but she got lambasted on it because of the NPR interview where she was actually looked foolish because she couldn't articulate HP's vision. She just started as the CEO of HP. The press took a cheap shot at her. Just, you know, HP has like so many different businesses and they made her look bad. NPR made Meg Whitman look bad. So, I liked that comment because it was kind of a diss on the press by saying, hey, you want a strategy statement? That's what we do. Very clean mission statement. Simple, clean, yeah. And the other thing that just continues to be fascinating is Amazon and how they've changed the game. And now you're seeing kind of this second round. We saw it at service now and we were at Knowledge 13 a few weeks ago and here at HP Discover about really rearming IT to kind of take control, but now they've got to do it differently. They've got to take a customer service attitude with their own internal part because they've got real competition outside the four walls. So, it's really fascinating how that pace of innovation that Amazon has been able to roll out with AWS has forced the hand of this transformation. Yeah, but HP was clear. They are doing, they are absolutely different from Amazon. The comment today in theCUBE was anti-Amazon. They don't care. They don't look at Amazon's competitor right now because they are fortifying the solutions. They're going to differentiate on value. The value cloud is their play. That's clearly what they're doing. They're looking at what they're doing is important as a bellwether, but certainly they do not view Amazon at all as a competitor at this current time. Well, not a direct, but they do have to worry about if the internal IT folks don't deliver their customers, not for everything, but for some things just go right around them. So, the way in which they have to respond as a customer service organization, almost an internal sales organization has changed. And I think that's ramping up that speed of innovation. Meg Whitman said, so it's focusing, staying on the keynote before we go to Amazon in a second. She said, we have a great cloud strategy. We have a cloud that enterprises rely on. That was a direct sound bite. And she used the word, we get it. You get your kind of, we feel your pain kind of, a Bill Clinton kind of moment. We get IT as a buddy of mine, used to use a little twist there. We get IT. So solutions and this new, so solutions focused, new style of IT. That's there. This is HP strategy. It's an IT focused company. Yeah, it's all about, I liked her contrast of the old and the new style of IT and where IT is, she mixed a lot of metaphors in that speech but one of them was along the lines of, as IT you are now on the, you're on the top deck of the ship and you're consulting with the captain. In other words, the way I interpreted that is, it's all about services and data to drive new ways of doing business, new business models. Big data is going to be all about delivering analytics where it's needed, when it's needed and driving new ways to deliver services. It's going to change business models. And I think IT is going to play a critical role in that and she gets that. And that's really important. So another sound bite from her speech to amplify your point, she said, no longer are you in IT, you now in that big bridge, you can be on the bridge consulting with the captain, we get that. Yeah, yeah. It's like, you're important. And also the reference to Superman. Now, if you don't know, that was EMC slogan at EMC world. You can be a hero. Super hero. So a little bit of a hero theme in there, a little bit of a kind of take off on EMC. I thought that was interesting. We give Jeremy Burt some props on that one. He was there at first with that. So, you know, give the credit to that. But I also took some notes that I want to share with you guys, just what she said and what she didn't say, right? So when she was going down, we provide solutions for the new style of IT. She only mentioned the following, moonshot using the HP.com example, three part, taking storage on head on, talking about data mobility, no data and mobile kind of hinting them, you know, using data low latency to the edge of the network and the applications, printing, mobile printing solutions, Vertica autonomy. Notice Vertica in front of autonomy. Interesting messaging. She said Vertica autonomy and autonomy to handle the volume of data. Interesting, you know, you know, headlining there, you know, lead actors, Vertica. I wonder if autonomy's in the doghouse for overpaying a little bit, by eight billion. Slowly autonomy is coming in. Maybe eight billion in sales and you can get the top billing. Cloud systems offering to converge cloud and finally professional services. That's all she said, interesting. That's, those are the hallmarks for her. Moonshot, three part printing, Vertica autonomy, cloud converts cloud and services. Yeah. That's it, that's strategy. It gets right into what we talk about all the time, right? You see in the cloud, big data, two of the big themes and then of course mobility. So they're, you know, they clearly recognize that's where the, where the puck is going and trying to get out front of it. So, great, one to 10, Tensa crushed it keynote, Meg Whitman. Just, I give her an eight, which is a very good job. I'll go with an eight. I liked a little bit more because she, you know, but she's polished, she's professional. I'm gonna give her a nine and a half. Jones go a nine and a half. Only because she showed a picture of Bill and Dave when they were handsome and young and the drawing of the circuit board. Okay. Because to me, that's the antithesis of what Carly Fiorina did. Carly Fiorina, when she took over HP, took down Bill and Dave's pictures off the walls of the, of the offices, changed it from Hewlett-Packard, Hewlett-Packard to HP and tried to spin up that invent by kind of moving off the founder's DNA. She is very classy. I've got to give Meg serious props on this by putting the founders in the picture. She's basically saying, we recognize that Hewlett-Packard is the birthplace of Silicon Valley and we're not gonna ever forget it. That to me, gives her a nine and a half. Well, a compelling argument. The tieback to that that I wanna bring back, you know, we had Dave Larson on, who's in the advanced technology groups and we often talk about where are we in this game in terms of getting started on this transformation. And he reminded us that we're still very early, even with all the excitement that is around Hadoop and around big data and cloud. We're still really in the early days and just still, as I think Dave Donatelli said, we're really putting in the layer of infrastructure and computing as a service that's going to enable a whole other generation of applications and usages that we're not even beginning to get to yet. You know, I think, you know, but even just a year or two ago, people were still arguing about what cloud meant. Was cloud real? You know, big data, I think, is clearly in the very early stages. I mean, the reality is this is a five, 10, 20 year journey. This is not gonna happen overnight. So it's all about laying some of the groundwork right now and learning from customers, really working very closely with customers to understand their real-world issues and helping them leverage these new capabilities and kind of co-developing these technologies with real-world companies. And obviously, HP's got a huge, really varied customer base to do that with. So it's very early days. Guys, this is great day one. I got to say, you know, fantastic opportunities. It's kind of like big, big, big week of energy. Got IBM Edge, got HP Discover, Worldwide Developer Conference, E3, Red Hat Conference going on in Boston. This is the, this is held week for conferences and theCUBE can't be everywhere. But we're monitoring you on Twitter. We have proprietary technology. We're watching you. We have our own prism algorithm. And we're checking all your phone calls and phone records. We have the metadata and the content. Shout out to our friends at Datastax, Sandra Summit going on right now. I encourage you guys to check that out as well. Fortunately, we couldn't be there. As John said, theCUBE can only be in so many places at once, but definitely check that out. Some interesting news coming out of that conference as well. Tomorrow, we've got great guests. We're going to have George Kadeefa coming on, you know, one of the top dogs here on the executive committee. We were starting the morning off with Tom Joyce, who just recently got promoted CUBE alumni friend of theCUBE. Tom is a great executive, high integrity, he's been in the storage group. Now he's the senior vice president and the general manager of Converged Systems Group. So one of the highlights from Meg Whitman is now being run by Tom Joyce. And he's a great character, candid, very professional in high integrity. We have great technical guys coming on tomorrow. We have Bethany Mayer, CUBE alumni, she's been on many times, super sharp. Roger Lebe from OpenStack, we're going to have him back on. His guy has, he's new to HP, but he's not new to the cloud. And we're going to have Scott Weller, and again, George Kadeefa tomorrow. And then we're going to go all the way down through Wednesday and Thursday, full three days of coverage. This is theCUBE, SiliconANGLE and Wikibon. Go to siliconangle.com for more tech news, reference point for tech innovation. Go to wikibon.org for free research. Why pay IDC and Gardner? Go to Wikibon. Open source, open source, way to go. Soon those could drop on their firewalls. And of course, stay here in theCUBE. Hashtag theCUBE, hashtag HP Discover, tweet to us. We'll answer your questions and we'll be all at the air all day tomorrow. So stick watching and thanks for watching today. Good night.