 Live from San Francisco, extracting the signal from the noise. It's theCUBE, covering Oracle OpenWorld 2015 from Studio C, brought to you by Cisco. Now your host, Stu Miniman. Welcome back to theCUBE from San Francisco. I'm Stu Miniman with wikibond.com. Here with day two of three of wall-to-wall coverage from Oracle OpenWorld 2015. So much going on, 55,000 people at the show and said, Oracle OpenWorld really takes over the city. They close off streets, they take over hotels, the Java world's going off at the Hilton, Moscone, North, South, West, lots of hotels here. Joining me for this opening segment of day two is Jim McHugh, who's the VP of UCS Product and Solutions Marketing with Cisco. Jim, welcome back to the program. Good to be with you again. All right, so Jim, yesterday we were talking about cloud and of course cloud's a big theme at the show. Security is going on. This morning in the keynote, there are a couple of key themes. First of all, celebration. The Golden State Warriors. I have to tell you, I came about a month ago and I came for VMworld. I saw Golden State Warriors shirts everywhere. I've been to San Francisco a bunch. I don't think I'd ever seen a Golden State Warriors shirt. Secondly, they were talking about a lot of the emerging technologies. WePRO is on stage talking for half an hour, talking about how internet of things and those kind of technologies going. And then, the third one is really kind of the rest of these emerging technologies. So, talking about Hadoop as an application, talking about Docker and DevOps and all of these new pieces. So, as you look out, Cisco obviously has a strong presence at the data center. Lots of virtualization and the like. What does these emerging tech mean to you? What are some of the key areas that you guys are focused out looking at in the future? I thought it was really interesting that they brought that up. That is what ITs are dealing with right now. You got the world of Oracle, the typical ERP apps, running your business, and then you got all this new stuff. So, there's the bimodal type aspects of it. At Cisco, obviously we spend a lot of time looking at IoT because 85% of the world's data touches Cisco infrastructure at one point or another. And we believe 40% of the data going forward is going to be created at the edge. It's not going to be in the data center. In fact, a lot of data doesn't even need to get into a database. You're going to be able to analyze data, make decisions before it even has the opportunity to get to a database. Yeah, I think back a few years back we had so much discussion of unstructured data. Massive files and objects and what was going on there. And it's even more dispersed today. We kind of talk about the future. The line I used is the future is distributed and it's kind of here. So, many people are still trying to get their arms around IoT. I know Cisco's also called it IOE, the Internet of Everything. How real is it? What percentage of your customers are kind of talking and understanding it? And what does Cisco deliver in that obviously connectivity, but what else? Actually, Cisco actually does focus a lot on IoT. When we say IOE, we're talking about taking the things and add people, process and data to that. But the reality is, Cisco leads the IoT World Forum to Dubai later this year, put a lot of effort in that. We actually are looking at it from many different standpoints. I mean, what's going on in cars? What's going on in manufacturing? Where you can actually have the robot communicates via our network that it's going to go down. And then because you actually have the system that says here's where the parts are, here's where actually the closest guy in the world is can actually install or train you on that, you can actually decide whether to pull that robot off or order the part and get it fixed. So things like that are just radically changing everything going on in the world of oil, right? So you can actually determine whether that drill bit is going to go off and whether it's shut down before it happens. You can do so many things. I spent a lot of time talking about what's going on in sports, the Tour de France. It's really cool what's going on with dimension data. We're actually going to put sensors on each of the bikes next year. So you'll be able to know where that rider is no matter what's part of the thing. It's changing. You pick an industry, internet of things and data at the edge is going to change it. Yeah, that's fascinating. Wikibon did some of the original research on what was called the Industrial Internet with GEs pushing forward. GE is doing lots of commercials on TV. And we said it's over a trillion dollar opportunity here. It's some of the low hanging fruit of course in healthcare but it said these centers are everywhere. Love watching sports. The NFL is trying out what they're doing. Cisco of course does all the connected stadiums. I'm sure there's huge opportunities there that you guys are looking into. Yeah, I mean it won't be that far fetched that four years from now when you're in the stadium and you're going to decide whether to go get a beer or hot dog, you'll be able to look at your mobile phone and know where the long lines are and where the short lines are. That's just coming. Because the MAC addresses is constantly communicating. We're putting Wi-Fi in stadiums right and left. And everyone used to think Wi-Fi, that was just like, you know, check your Facebook, do all that kind of stuff. Wi-Fi is now a sensor. It is acting as a sensor and your MAC address is constantly communicating clusters of people and activity and it's just going to change the way we act. Yeah, I need my stadium ways app so that it says, oh Stu, not only the line but I want to optimize for what kind of beer you want. So you know, I'm okay waiting a little bit longer line if it's the premium beer that I'm a bit of a beer snob. Yeah, me too. And get the right food. So the other thing, I had on a couple of the interviews yesterday, talked about people that look at containers, they look at the DevOps world really, you know, automation and what's happening there. And it's not that infrastructure becomes any less important. It's that I need to make sure the integrations there that the right knowledge people get things done to sit on that environment. Oh, what's your thoughts on that space? Also, you know, as DevOps grows important and the developers more important, you know, infrastructure needs to be more reliable because basically what it's saying is the developer doesn't want to mess around and wait for you to make sure you've figured out how to integrate the infrastructure and get everything to work together. So it becomes more important. And that's why some of the guests who'll be having on here today, what we're doing with IBM, what we're doing with Nimble, you know, some of the things when Intel comes in and talks about how the collaboration we're doing on infrastructure together, that becomes more important, but it's not in the foreground of the conversation. It just required needs to happen. I mean, we're sitting here, Sam just has mentioned Cisco four or five times in their presentation as we're sitting here. It's just because the reliability needs to be there. Then let's focus on the needs of the developer. Let's focus on what DevOps really means. And I actually think a lot of people are still figuring that out. You know, the idea that we're giving the developer an area, a way of developing just in time, you know, get rid of the old waterfall approach to developing products. That's all here in live, but people are still figuring out how to give them what they need to get it more productive. Yeah, so Jim, the queue goes to a lot of shows and Oracle, it's a big one, and it's an interesting ecosystem. You walk around the show floor and there's so many places that Oracle's applications touch that there's people that are like, why are they here and how do they partner? When you tell me what's your thoughts on kind of the state of Oracle's ecosystem and give us a little insight as to some of the things we're gonna dig into here this week on the team. Oracle, and I think Larry and Mark heard, made it very clear. You know, despite what's going on cloud, despite all this news components going on, the number of customers that run Oracle databases and apps is just huge. I mean, Cisco's one of the largest Oracle customers in the world. And we run our business on it and everything drives from that. So if you think about, we're going through big changes. We're becoming a digital company. We're going for new ways of doing it, but our back end, we're running on Oracle. And by the way, running on UCS, it gets the best performance out of it as well. All right, do you see any changes happening? I mean, Oracle talks, you know, building all the way down to the silicon through the application, that red stack, still a vibrant ecosystem in your mind, though? You know, I think Oracle has its strengths. You know, obviously, as vendors push out their strengths to the edge, there's other people coming. I mean, I think the stats are out there. You know, only 30% of Oracle runs on Oracle. Most of it runs on people like Cisco and other companies. All right, well, Jim, thanks for helping kick off day two here with three days from the Expo Hall, Moscone South here in San Francisco. I'm Stu Miniman. I'll be here all day and tomorrow. Stop on by, it's booth 801 and continue watching on SiliconANGLE TV. We'll be right back with our next guest. Thanks for watching.