 Can you hear me? I can. Hey, how you doing man? That was a great interview. We miss you You know my take on that is Amazon's Sla's I would summarize as this and I would agree with David. I love Amazon. They were the trendsetter But their Sla's for the enterprise are I would characterize as follows We'll do our best and if we don't send us an email and that's not Adequate for most enterprise customers and I think that's really where joint is trying to tuck in and I think the second point is That I think there are a whole new breed of applications as you've been talking about all day and as David Flawyer's Post today points out that are emerging with the cloud some of the more traditional block based database Applications and as well as a lot of the unstructured stuff that you'd associate with archiving so very exciting times and Congratulations to join it for the big raise Dave, what is your take on? The DevOps IT bridge that's happening dev ops with public cloud You're seeing Steve Herrod talk about it David young from Joyant talking about the IT challenges around mobile and connected devices I know you and wiki bond the team of analysts are working on a new Manifesto around IO an IO infrastructure. Can you share with us? Your perspective on what it's going to take to move devops into mainstream IT Well, I think that it's the Herrod's interview was very interesting And of course he and Meritz have been talking for quite some time about how the operating system is becoming pass a that increasingly the Platform is becoming the cloud and people like Herrod Meritz and others are really facilitating that and I think we are seeing a Fundamental shift in the way that infrastructure is is managed and the intersection between applications and infrastructure is a very interesting Topic as as you know, we've been following you guys at Silicon angle have been all over this And I think it's the next big thing if you will and I think it's going to completely It's going to have implications on several things how infrastructure is managed Everybody talks about Efficiency CIOs want to be more efficient with their infrastructure world well dev ops is really going to drive those levels of efficiency And you've seen it in these large web giants You know the programmable infrastructure if we will that intersection between apps and infrastructure now moving into The enterprise and I think that there's this this node summit and node js trend are really the start of that and the other thing I was really struck by with with Herrod's discussion is the notion that you can't expect developers to worry about You know the the massive developers to worry about low-level Operating system commands. We're talking about a much broader base of developers now and that's going to mean new applications Emerging and I think the third point there is that and you know We cover a lot of storage issues here with Yvonne and infrastructure issues storage is changing dramatically the idea of spinning disk Is changing as a primary? Storage a medium Disc sucks it spins It's the only mechanical part of a computer infrastructure as you know, John and as a former programmer You would always have to think about okay I've got to you know worry about that spinning disk and that latency and I can do other things while that's happening program Applications are being completely rewritten to take advantage of new infrastructure. That's emerging that as lawyer points out is IO centric meaning that the Applications and and the IOs are coming together in a way that flash for example And and we talk about companies like fusion IO EMC's got project lightning coming up via a dense solid fire flash-based systems now closer to memory are really going to be what's Triving application performance a whole new set of performance characteristics data textures Unstructured and structured data coming together, which means an explosion of new application functionality Alex we're live, huh? Oh Dave. Thank you so much Dave is Dave Alante co-founder of wikibon.org research team for SiliconANGLE network great to see you wish you were here and what did you think of EMC and VMware's earnings and then also you saw our Mark Lewis step down from EMC ventures, what's your take on those two things? Well EMC and VMware particular VMware It's first billion dollar revenue quarter. They announced yesterday to me. That's a tremendous milestone for a software company The the company's you know approaching 40 billion dollars in value EMC paid 625 million for greatest acquisition in the history of IT and I have said I've been on record now for a couple of years saying that EMC slash VMware will be the next hundred billion dollar market value company So that's the one point the second is EMC continues to crush it We saw a little little blip last quarter, you know, which I considered minor this quarter EMC right back on track 18% growth also all products seem to be gaining share Avamar and data domain exited the quarter at a two billion dollar run rate last quarter And so the in the company's throwing off tons of free cash flow records in all the areas And so the analysis that I've done on this is if you look at EMC's value Which is now approaching it probably exceeds 50 billion dollars today. It's a stock's up for sure on the earnings call But but if you look at EMC's value most of the value around 60% is Attributable to its ownership of VMware. So the street is dramatically Discounting EMC's core business, which is storage storage is a great market It's continues to be profitable. It continues to throw off all kinds of cash And so the street is discounting that EMC remains a fantastic way in my opinion to own VMware to your second point about Mark Lewis John. I saw your post. I was just reading it I thought it was fantastic. I think I thought you nailed it, you know Lewis has been and I've known Mark for a number of years a real, you know key participant in the Transformation of EMC, but I think your last point was right on it was time for him to go It's time for a new breed of management to come in Tucci said in the call today that he won't step down in 2012. It'll be actually 2013, but I'm sure that EMC will announce That succession plan in 2012 and they did also say it will be internal as we've talked about and as Mark Hopkins Has written about that's either going to be David Goulden or Pat Gelsinger. Those are the front runners Gelsinger's a technology guy Goulden's a financial and we used to run sales Gelsinger would bring EMC I think back to its roots of its founding chairman Dick Egan who was an engineer And I think you know Goulden is the safe bet for the street. So