 day one Las Vegas for IBM Edge this is day one wrap-up I'm John Furrier with Dave Vellante long-day Dave great great kickoff IBM Edge doubled in size and Bush Gael new executive in charge all the VP's all the GM's came on board we heard the story Ed Walsh laid it out more open more collaborative industry better than one single vendor open collaborative and I'll see emphasis on flash software-defined everything that's the focus doubled in size I think IBM has the right formula looks like looks like from day one those numbers are higher looking good what do you think well the highlight the day for me John is when we had ambush go y'all on he I think laid out a different vision of software-defined then then some of the competition specifically what EMC did with Viper and and you know what some others have been talking about the big difference is the emphasis on openness and collaboration you know IBM's saying hey we've had software-defined for a long time and it's true a storage hypervisor is a prerequisite if you will of software-defined the ability to virtualize the underlying hardware so I'll give them a pass on that but in terms of making software-defined a modern concept all about this open APIs it's about being able to connect northbound to other other platforms like OpenStack and bring in other new services and that was the piece that impressed me the most in terms of differentiation so we're seeing a new vision from IBM of storage as a platform and I have to say it's refreshing because it's been a while since IBM storage group has put down you know a really groundbreaking vision and I think this is one the other piece of the vision is rather than have sort of static policy that is going to drive behavior we're going to bubble up analytics in the system so that ISVs can actually write code to make decisions in real time that's something we've been talking about a lot making real-time decisions around data and that's something that IBM has a lot of capabilities so you're seeing IBM reach across boundaries organizational boundaries grabbing pieces of technology and incorporating it into their storage portfolio in a way that I haven't seen in probably ever and so that's good that's impressive you know I think one of the things that to that point that I'm impressed with is that last year IBM Edge they told us that they were going to do this they're gonna break down the silos you and I basically were like yeah you need to do that I think you actually were bang on that drum for at least two years and we were obviously messaging that they did it we thought it was I thought it was gonna be a hard task I did not think IBM was gonna be able to move this fast this fat this quickly so moving the ball down the field Ed walls gotta give Ed walls a lot of credit he kind of called the shot instead of we're gonna do this that's his mission he did it and the integration story is positive I talked to a few customers in business partners here don't flow on the floor during lunch they all said to me love the messaging this is data processing again this is what IBM is telling a great story they see value in the messaging so gotta give them props and again the attendance shows that the other key thing that I liked from today was again and wish go y'all bet he said we are betting on the big shifts and he said when an industry is reforming which is happening right now it's an opportunity to to take some territory change the game create more value take a leadership position and he said we are not a leader in storage he said they will become a leader in two areas flash for big workloads and the consume the commodization and openness around that is a small so flash is a key shift and then open source open collaboration open daylight open stack these are the areas they want to be industry led not the one solution so again his quote quote on the keynote storage is going away which essentially just you know creating some excitement around the fact that it's not just about the storage it's about the storage and what's around it in software so I like the strategy I think so far the feedbacks been very positive well so I think this this is one of those heels so I've talked about the oligopoly in the IT business for a long long time I do think the rich capture here I mean you know John you and I love startups we love following startups and innovation but the reality is is if you want to do storage as a platform there only so many companies that could do that IBM is one of them obviously EMC is another one HP you know perhaps tell you know maybe Oracle if they want to certainly they could do it but there's only four or five companies that actually have the juice to do that and I think of all of them IBM's got the best track record with regard to open source they've made bets before they made giant bets on Linux Goyal himself has built businesses through acquisition and organic development in the analytics business he's bringing a lot of that playbook into storage and I think that is gonna to the extent that IBM connects you we asked them what keeps you up at night he said execution worries me it's been worrying me for 20 years so it's this is not anything new to him it is I think though John knew the storage business this this this entity of IBM storage has been it was disrupted 20 years ago and now I feel like it's IBM saying okay now it's our turn to do some disrupting of of our own so this is where it gets really interesting to me so I see big news today the other surprise on the cube today was I see Kim Stevenson from Intel CIO made it on that was a great surprise she's fantastic I'm a big fan of her she's brilliant she's beautiful and she's got so much talent both a technical level and also the management level and her mission around the modern enterprise is just fantastic little management aspect but it was the other guy Doyle that no I think was his name was his our guest was he was Bernie Dylan no Dylan Larson okay basically came on and it was ironic because he's the Zeon guy and today during the Apple's worldwide developer conference Apple announced the 12 core Zeon for the MacBook Pro and he's like well you know it's not official announcement so it's kind of fun to have that dynamic on the cube well we know we all knew it was coming yeah it was coming it was nice to see he's the guy so this is the multi-core so to me this is so amazing because of the processing power and also we had Bernie from the fellow Bernie saying Intel's more Intel's Moore's law is dead yeah he said it's a marketing that's what I'm saying but it's good we had Nancy Pearson on we had great guests VP's again a lot of good data it's an integrated model we like it and E3 was going on today about gaming again another example of big data so you're seeing the gaming world you're seeing Apple this is the consumerization of the world I think that's again is the big theme here cloud data and data management and they're betting the ranch on that I mean IBM in this group is betting the ranch on data management so that's my take so good guess tomorrow just to set up tomorrow after we kick it off we got a customer a couple customer interviews side quest Karim Abdallah's guy met in April with Brent doing all flash Alec Joseph is coming on who's the vice president business line executive of IBM blade systems Mike he runs IBM's flash business is coming on in he chose a great guest you know she's always fantastic she gave a keynote today talking about big data Charlie Charles long the CEO centerline really fantastic story that we're gonna hear from him and Andy Mancha is coming on John Andy Mancha used to run the storage business two GM's ago and is now the general manager of pure systems and also Tom Ross Amelia is coming on he's a senior vice president of STG took over for Rod Atkins we never got on the cube unfortunately but but but luckily Tom is coming on and a number of other guests as well including Susan Zoo who's gonna help us wrap up the day so so John what's your take on the day well my final comment Dave is is that again this is just an outside the box you know how I am like take the outside the box meant philosophy on on observational just data which is my kind of vision I think that the IBM storage division here is going to set themselves up for an amazing run here's why if you look at what it was two years ago it was just a boring storage division just sitting there you know spinning discs to head some stuff around there the innovation going back to the early days of IBM was fantastic it was kind of stalled it was like stuck in the mud all in Marge is going down we heard stories is going to zero when you look at what IBM is really good at machine learning cognitive learning Watson if IBM rallies the troops and gets that information that tech that code the open source did the developer works then that stuff's been hugely successful IBM could really run the table here and I think putting flash out there and bringing in all that IP if ambush Goyal can bring in that IP and rally the other divisions this could be an explosive catalyst for them and it will hit a lot of different verticals now the only question is is can IBM get out of their own way so my takeaway from here is I believe that this is the beginning of a good pole position for IBM as a company to rally around storage because again storage is the enabler it's the catalyst it's the center of gravity it's like the it's that key grab is going to create that that cluster of greatness and I think the machine learning the software inside IBM from an asset standpoint is world-class if they could bring that in then this could be a nice run for IBM if they get internal politics gets in the way and then they're not going to take advantage of the refactoring well that's why I think having Goyal as the head of the division is is critical might be why because the following one he lays out a vision it starts with a vision you got to throw people this is the mountain that we're going to climb to and then a lot of companies have vision but they just you know can't get it done but two is the resources to put behind it and I think one of the things that IBM is going to do here is to make acquisitions IBM is a very good acquirer of companies it just hasn't in my view had that storage vision and had that sort of acquisition prowess applied to the storage division in a way but they didn't have them they didn't have them the thing though Dave that's different from then and now is the mindset right the mindset of ambush Koyala's strategy and execution that's just standard management punchline you know okay check the box on that okay real deal here is they have a mindset of winning they recognize that through that the marketplaces is at a tipping point is an inflection point and it is reforming and there's a lot of mistakes that are up for grabs right now so if they could move fast and mobilize this software led infrastructure environment bring in those machine learning code cognitive learning bring in that IP and fix the plumbing they could do it they could put it together so in my view I see that as a great run and again it's all going to be with the mindset and they're smart they recognize the inflection point and that's that's going to give me that now the key is they're going to invest in it and you're right it is so now they pop in an acquisition they're taking an acquisition from a different mindset fix the storage control and which class of too many APIs too many too much code support in these kind of too many boxes were selling let's come collapse that so now their acquisitions tragedy will be very interesting to watch so that now you got kind of a purpose get a guiding principle in this new mindset purpose is a good word yeah there's a we like sports analogy of the pact he got it done it wasn't setting the world on fire IBM has potentially completely changed the game I mean here's the head of the vision saying storage should go away as a concept is that there's a word you know and that's my take away there was the container I always talk about the container container to platform I mean baseball 50% physical talent and mental and you know in this game here there's an IP so again it's about it's about energy and execution so you know good good good call day one is in the books here this is the cubes this is Silicon angles the cube with wiki bond analyst Dave Vellante here at IBM 2013 we're back for all day tomorrow for more in-depth coverage this is the cube see you tomorrow and thanks for watching