 Okay, welcome back to theCUBE, SiliconANGLE, Wikibon's flagship program. We go out to the advanced instructor to see them from the noise. We are here to wrap up day two, kind of put a summary around the second day of Discover. Great day, we had an amazing bunch of guests on here. We had George Kedif, Executive Vice President, General Manager of the software group, which Dave Vellante predicted will be probably one of the most biggest growth drivers in the company's future turnaround, not only in the turnaround, but in beyond. Obviously, I'm bullish on the software side, like how they're going after that. So we're going to break all that down, all of our guests. I'm John Furrier, joining me here is Dave Vellante, as the co-host, the founder of Wikibon, and Jeff Kelly, big data analyst. Jeff, big data, George Kedifah, obviously basically saying, hey, you know, Vertica's a diamond in the rough. We didn't buy it for revenue, we don't buy revenue, we buy levers, we buy accretive companies. Is Vertica delivering on that investment? I think it's absolutely delivering. They are rowing steadily, and they've got, now they're starting to align the HP Salesforce, having talked to some of the guys at Vertica, and that's a work in progress, but it's getting there. Part of the challenge is finding the right incentives for the Salesforce, which is traditionally selling hardware, where Vertica is really so efficient hardware-wise, there's a little bit of a conflict there, but they're working on that. But really what I like, I like the messaging from Kedifah, I think he understands, the real value of big data, one of the real value drivers is not just improving efficiencies and finding some marginal improvements in productivity and new revenue opportunities, but really building completely new business models on top of big data, and I think that's what Haven's going to allow a lot of their customers to do, if they execute. Dave, what do you think? Well, so John, it's useful to, from my standpoint, it's great when you're just coming off another show and compare it, so we were at IBM Monday and Tuesday at Edge, and essentially what IBM's trying to do is, I mean, IBM's a software and services company that has a big hardware business. HP is a hardware and services company with a relatively small software business, four billion dollars speaking, so, and I think that IBM essentially is trying to turn hardware into a platform with an API and drive analytics for better decision making and appealing to ISVs, and I think, you know, HP is really, what I heard today from Donatelli and from our guests, really much more practical. We've got solutions that you can buy today, betting on OpenStack as is IBM, so there's some real commonality there, and I think that, you know, these two companies, IBM and HP, are really, in my mind, the enterprise leaders, you know, the ones that customers look to, the most trusted advisors. I mean, you know, yeah, Oracle, but Oracle's not a trusted advisor. Oracle's a mistrusted, you know, advisor, in a way. You know, Dell is, you know, the solution for small and mid-sized businesses, but really, IBM and HP. That's not fair to say, call that an Oracle. I mean, they have a lot of customers that love them. I mean, come on, Oracle. That's true, they're- No, you need to pull that back. I'm not pulling it back, no, it's true. A lot of people don't trust Oracle, and I think they look at them as the quote-unquote trusted advisor. I'm not sure necessarily, by the way, trusted advisor is something that Oracle aspires to. I think Oracle aspires to- They trusted business partner, make money. That's what customers want. People deliver good products. Oracle wants to solve problems and make money. Now, where Oracle has problems, in my opinion, is that they gouge a little bit deep, you know, on the licensing side, and that open source is an alternative now, so that's kind of obviously, you know, my opinion. That's my take. That's what I'm saying. Again, you know, when you say, okay, who's the trusted advisor? It's IBM and HP come up. I mean, yeah. Oracle's not a big consulting firm. They're not a big services company. They're pound and database, right? So that's their agenda. No one puts their wallet on the table and then walks away and says, Oracle, could you watch my wallet for me? My trusted advisor? Yeah, trusted advisor. Like, Accenture's a trusted advisor. Deloitte's a trusted advisor. PWC's a trusted advisor. And again, I put IBM and HP, you know, in a different light, but definitely, certainly as an infrastructure company. So it's interesting to juxtapose those. I think, you know, the Amazon effect is also very interesting. You know, we talked a lot about cloud today. Sargillai, you know, was very forthcoming. And I think that, you know, Amazon, the Amazon effect is real and significant and companies like IBM and HP have a lot to lose, right? So you saw IBM go out and acquire a soft layer. You saw HP, you know, basically announced it's public cloud. These companies have to move fast in this area or else, you know, Amazon's going to steal a lot of their business. John, that's kind of my take. I don't know what you feel about what you've seen today. Well, day two was interesting to me. One, a couple things. It was exciting because we had a couple exciting moments for at least me on a personal level. One, Tom Joyce is always on the queue. He comes on all the time, but first time as the SVP and general manager of a division at HP, which is a big deal for HP. If people know HP, being an SVP and a general manager is a big deal. And he now has been promoted. He's been a friend of the queue. He's been on the queue for, since we've been doing the queue and he's now rose up to the ranks. So on a personal level, that's a private victory for me, Dave. And well, for us, because watching a guy grow with the queue is really cool, right? Because we've had a chance to follow his career when he was, I don't want to say lackey because he worked his way up. He was, you know, when he was one of us. Now he's a big dog, right? I mean, he's always pretty senior executive, but now he's like super senior. Yeah, so- I think he's on the cover of siliconangle.tv. You know, but that's a private victory, so that was cool. I felt proud in a way, almost part of his success, I felt that. Chris Celand came on. He's the vice president of marketing for Vertica. Okay, now what's interesting about Chris is, this guy is one smart dude. And I've known him on Twitter. He was one of our first contributors on Silicon Angle when we started in 2009. When I got together with Mark, we said, hey, let's do this group blog. He was one of the analysts. It was a couple of key dudes. He was one of them who contributed content. And he didn't really know us very well and we had a great experience with him. He's smart. He's not running marketing at Vertica. So having him on the cube was great. So that was cool. But then in general, just getting the autonomy guys on was great. Hearing their story. Big data is going to be so massive, but it's not going to be as crystal clear as we thought it would be three years ago, Dave. It's not, oh, Cloud Air is the Hadoop company or Orton work city is the big data company. Everyone's a big data company. I was taking a different angle and Jeff Kelly and I were discussing last night, that Hadoop distros, that dynamic really is going to change the game for our friends at Cloud Air and Orton works, right? I mean, they better start scrambling because they need to either build out and get something differentiated or if this thing gets commoditized. Start adding value up the stack. Musical chairs is going to go on. You know what happens with musical chairs when the music stops. If you're not somewhere, you're dead. So, you know, that's a threat to them. So that's just a market force. Under companies, 99 seats. Roger Levy was on and you know what? We had him on at the Opens Deck Summit. He was awesome today. He talked about open source is the real deal. They've embraced it. He's got some cloud shops. He understands the cloud service provider business. Zarguli is a masterful strategy guy. He gets strategy and he's also technical. So, you know, Bethany Mayer. We had some great names. George Kedifa, these are the leaders of HP. So today was a huge day for us. These executives, John, that HP is putting forth are starting to impress, right? I mean, they're really polished. They got some deep industry background. Yeah, I mean, my only complaint on today, I didn't want to say it while Bethany was here, the queue, is she's high integrity, smart, humble executive. I think she's got to be a little bit more aggressive and flex the muscle on open stack. I mean, open flow. They were first to have open flow. I remember having the conversation with her. You've got to pump that up. And I think recognizing that SDN is real, whether it's real from a product standpoint, the market force for SDN is so real that they should have been pushing the lever on that marketing on the SDN. And I think they might have missed that, but they got to claw back. That's going to cost more dollars. So, you know, I think that's my criticism of the HP team only is that right now, they could be marketing better. I mean, they got to stand tall. Now, Brandon, they're in a turnaround plan, set the expectations really low and then over deliver. But yeah, they got a good team. I agree. All right, John. So, Bruins tonight. Stanley Cup finals, Boston Bruins against the Chicago Blackhawks, the original teams. Any predictions? What do you think? I think the Bruins are going to dominate. Really? Yeah. You do. I don't think they're going to dominate. They're not going to, you know, go down quickly. But, you know, I think it's going to come down to the big bad Bruins versus the Chaitown Chippers. You know, they're going to be chipping. I think Chicago's going to play chipping. Yeah, absolutely. They're going to play physical. I think Chicago is a lot better defensive team than Pittsburgh was and much more aligned for the playoffs as are the Bruins. Okay. We could hope so. So, this is a wrap up of day two. We'll be here tomorrow for day three. This is theCUBE. It's looking at England Bonds coverage of HP Discover. Always fun. Great day. See you tomorrow.