 Manor has joined us CEO of wise. Thanks very much for coming on great to see you here with John Furrier my co-host We first met at Citrix synergy. Yeah, I had a great session. I had I had many people comment on that session Who was that guy? He's crazy It's really awesome and you know you a lot of energy and Dave and I were actually had a lot of energy after the interview because you Had someone you have so much energy and we had to up our game just to kind of keep up with you So we're you know try to get that same energy back. So Welcome welcome back. It's just I need to be here. I've been thinking about you. I said this off camera all week And the reason is in night. Well, not day and night, but a lot Sometimes during night because all this HP stuff going on. I said wow John made the comment Dave When have you ever seen a company who's number one in anything say? All right, we're getting out of this What does that say about the PC era and I've been thinking wow over over, baby. Wow They're than that number any more proof than that Exactly, holy cow. They're number one in the market number one in the world in PCs And then you're saying we're done. We're just gonna just pack up and go But look, it's been a trend right IBM did this 10 years ago IBM get out and you know About IBM's foresight. Exactly. I mean these guys as an ex IBM or you know kudos to San Palmezana and team You know, but they did they sold the business to Lenovo They saw that China is taking over on the manufacturing side. There's no margin in that business and that was a seamless That was just a box, but there was no heartburn in the customer base But I'll tell you sometimes better, you know later than never and I think I think in a sense HP is doing the right thing for themselves The good thing for us is we've been seeing this for a long time. We've been saying this for a long time We said no peace. I mean, I mean guys I'm driving a car with no PC logos on it. Okay Against it. We against the PC model definitely they're gonna be users who are gonna use PCs, but 80 90% of the users are gonna go to it virtualized thin devices iPhones iPads Android devices wise think lines once thin devices desktops laptops is the reality It's a lot of hard disk is dead Get it off. Yeah, we've been talking about that all week Spinning rust move your windows to the virtual world. You're going virtual between those and also web Everything is 10 The yeah, the thing about better, you know, even so the personal computers We know the desktop I've always said, you know the desktop chain to the desk No one really stays at a desk anymore people are mobile SSD and flash are innovating not only the cloud stores a little bit at the edge So the edge is changing so tell us you deal with this every day and you talk to customers What is going on at the edge of the network for the worker and and the consumer look You just nailed it at home at work on the go thinking about your life right now Like yesterday, I was getting your Facebook things. All right, John and excess at 4 a.m.. All 345 That's why my voice was shot yesterday. No, but seriously. I was in bed by 11. I was never at excess to someone tag me Privacy But to be closer short, but think about for a second you have your desktop at home And what are you potentially desktop PC at work today, right? And then you have you have your laptop now You have an iPad and tablet and then maybe a smartphone or two like I do because I cannot type on the freaking iPhone But when you think about the entire ecosystem of the devices that you're using the PC is out You replace your desktop PC with a desktop thin device think about a thin device today PC thousand bucks think lines $200 average. I have devices for 50 bucks PC 300 watts Ten watts. I have devices now at two watts Two watts under 12 watts. There's no power cord. It's power or Ethernet PC dead in three years purposefully designed Right hard disk breaks every three years think line lives six eight. I have customers using for 14 years It's no brainer. It's no brainer that HP is getting out of the business Okay, so so okay, so massive pushing down a commodity hardware That's a major trend. I'll see you're in the middle of it to the other explosion is going to be the consumers Absolutely apps the apps first and then the consumer experience So so where is going on that the software layer as virtualization you mentioned, but be specific give us some some some data Perfect, so you have two types of applications today. We have windows applications. We still work on right? I mean, it's not going away for for some time We have the windows applications and we have the web applications Those are it and all the applications we have on the native on these applications are also that is even though It's native that based applications in most cases so in those two types of applications virtualization handles the windows type of story and All the stuff you do to the browser handles the web side of story in this new world There's no room for the PC. There's no need for the PC now Imagine I have two devices running Linux or an embedded system Chrome OS whatever that might be browser inside and on the top of the browser There's some kind of a virtualization capability like VMware Cypdx Microsoft Whatever that might be connecting back to the windows application. I had the best of the both worlds Why do I need the hard disk the fan all the fat the windows running locally? I love windows in the cloud I don't need it. That's why we are here 25,000 people at this event. Everybody is believing in them So targets I got I got to ask you because you know, you're a dynamic individual leading wise a brand that was hanging around and going through a transformation But there is so much passion at the consumer level for applications people go crazy about steam jobs And this is about passion. We are living in a transformation where the passion for the user experience once you taste it Okay, they want more. So what is it going to take to have passion all the way through that that stack look? Speaking of passion. This is my passion. I love this device even more than iPad that my iPhone is I make love to this device I love this device. The reason I love this device is the form factor the application the user experience the user delight everything about it Having said all this it doesn't cut everything that I do. I still have business applications I still have all those other applications. So I don't want to divide Work from home in my mind in my life. I work at home At work and on the go. I'm completely connected. I'm on Facebook. You're my Facebook friend Yes, my board members. I'm a Facebook friend. My customers are my Facebook friend My family is my Facebook friend my personal life and my professional life completely integrated people are thinking that they're gonna be Integrated and this is in these things. They're not gonna be disintegrated man. We are connected. They're all together All together as we move forward. This is the reason this is so powerful We're bringing the web applications for consumer type of stuff and the windows applications for Work type of stuff all in together with vise and partners like vmware sitrix microsoft google We're working together. All these partners are also coming together with apple And I don't know if you're watching what's going on on the you know, telco side today Yeah, the deal fell through with a tnt and in team t mobile I don't know if you're seeing the stock price of handheld devices handheld devices are, you know Enjoying nice stock prices because there are more opportunities out there more options kind of thing So it's going to drive even more innovation for the for the consumer having said that That consumer you and me we're consumers but at the same time we're professionals So we need that combination that fusion that fusion is so important for us That's the reason I think players like vmware vise sitrix microsoft google are playing a huge role You're seeing the telcos up there even I mean that telcos but the consumer guys You know why why why telcos up there because telcos are bridging and The user from the work and from the home all together with on the go And with the mobility over the top with the with the smartphone absolutely for the telco The lines are already blurred. I mean, I mean the data business on the on the carriers are crazy And and there it is they're living it so the enterprises are now hitting that What are the key disruptors that you're seeing or work in progress areas that need to get fixed faster So look on the disruption side, I definitely see why is it big disruptor right now? Absolutely against the pc you saw what's going on in the hp. They've made the right choice My right decision a little bit 10 years late, but you know right decision So so I disagree with that. That's that's my opinion We'll talk about that later. I love it Having said all this having said all those when you think about the virtualization and Bebification of the applications and infrastructure. There's a lot of stuff Behind security and contextual intelligence huge innovation opportunity contextual intelligence today when you go to google you type italy It gives you seven billion results Italian food italian restaurant italian club it ah you want to go to vacation to italy are italian You want to learn italian language? It doesn't understand who you are where you are when are you doing that search for why are you doing the search? And how do you want the search to be tabulated in a result that contextual intelligence today is not there Imagine my personal life my professional life. Everything's coming together facebook google twitter everything else wise apple vm I said we need to think about all the applications the systems still do not know who we are Where we are. How are we doing the searches? What are we trying to accomplish? So all those questions all those five w's and one how the h They are going to all come together in the next three four years gps systems today You know it shows you where you are, but it doesn't still tell you what kind of food you want And it still doesn't give you all the options what you're going to do So think about yelp as a service. Do you use yelp? Yeah, I love yelp. Love yelp. But still very limited Think about there's been gained. Well yelp has been gained. I mean these things he gained Absolutely as we move forward Think about in business think about in business today as i'm walking on new york street in new york on a street 34th and 1st whatever the location I am in Imagine a system salesforce.com google yelp all connected and it shows me where I am and where my customer is and what that They need when I go to that system. It shows me that customer needs me my services and I have a problem with the customer So I can call my service rep to fix that problem all intelligent contextual That is the future huge opportunities there for innovation. There's a lot of money going into right now in contextual intelligence Huge opportunity. We know that So what's else all that all mean for your business give us an update quick update on the bottom Mine is as fat is going away fat is going back to the data center Everything has to be clean thin. My goal has been from the beginning commoditize even myself You're trying to commoditize this business to a level that we give away the box any box give it away At no cost, but charge for the service for the for the user delight for the user service for the user User happiness charge for that a monthly fee just becomes like a desktop as a service IT as a service like a business as a service So the businesses do not have to put all the infrastructure. So as we move forward We're moving into a cloud client computing infrastructure management story All web based any device any user anywhere any app We would love to be able to manage that and give those devices for you free Service is sexy John. Exactly. The service is angle. Well, there's also software opportunities So you can differentiate with real ip. So all the ip paddles going on all pad things going on right now But it's in software. Absolutely. This is basically software as a service in a sense So far as a service, but not necessarily one application. Think about right there Like you have work day the application great hr application software as a service salesforce.com Love it. Allah mark me. You know great stuff, you know CRM as a service having said that there are all silos Imagine the entire business As a service breaking down the silos Hey, we talked about that all the time leave by absolutely and in the back end in the back end All those systems all those layers all those layer cake layers are being integrated into one thing one blob. That's the future Yeah, yeah to make that tell us about what's going on here at vmworld for you I actually get the booth but the party tonight about the party tonight. Love it So this is a huge story vmworld has been great for us as you know Tomorrow on thursday, we have a big cio summit. This is my seventh annual cio summit at vmworld We're bringing about 400 cios and ceos. We were bringing mag bittman Ex ebay chairman ceo. We have nick car the famous polluter written writer of it doesn't matter It's which he's gonna be there. We're bringing videkundra who just who just left the u.s. government direct report to obama Our government cio videkundra is gonna be there. We're bringing paul moritz vm r ceo Mark temple that is flying down from california ceo They're bringing all these people six panels ceos and ceos emerging markets innovation deal strategic deal bankers We've brought in about 40 bankers. They're gonna give us the story from a banking perspective. What's going on? Usually the bankers are you know listening and taking notes and coming back to you and tell you what to do Now I want those guys to tell us what they're seeing in the market. I pure market m&a market full day event tomorrow Immutation only you guys are invited. I want to see you guys Silicon angle will be covering is it on the record on the record? Come on Okay, so we'll send our top vloggers there and uh, we're rocking how about tonight? It's a big cosmopolitan hot new hot hotel next to the Bellagio at the cosmo tonight at 9 p.m We're having an event as reception bringing all these folks together networking exchanging ideas You know these events people, you know make a big deal at the end of the day The event is for the audience for them to come in network exchange cards and build new ideas You started this seven years ago. We started seven years ago. Yeah. Yeah, these are seven impressive you you recruit all these people in Did you do it personally or with your no, I'm the team obviously your charisma We have the best big hitters. Yeah, we have the best team in the world. Alison is right in the back Our entire marketing team. Obviously, you know, we work as a team. Yeah, no one person can do this by themselves Absolutely, you guys have the best team right now. We got absolutely and we love having you talking man Oh, you're a pleasure to talk to dynamic you have a lot of passion I think that's going to translate directly through your organization and that's if that does you will have an absolute winner in your hands You guys have got great position and congratulations. We'll see you tonight. Thanks for taking the time to come by here Absolutely. Love you guys. Love you guys. Thank you so much for your opportunity. Take care. I will see you tonight Okay, that's a wrap from day three talking manor. We were at Citrus synergy together And he's rocking and wise is transforming and no pc That's their number one message all cloud all software authorization and HP got it right just a little late Well, that's dry. I don't know We'll talk that's a wrap for today. Call it a wrap life or no