 Okay we're back here live at IBM Edge 2012. I know where we are. We are at IBM Edge SiliconANGLE.tv is also simulcasting on our other channel SiliconANGLE 1 at HP Discover. So Dave Vellante and team are out there here. I'm here with John MacArthur who's hosting with me today who hosted most of the interviews today. I had a keynote and some meetings. Day two here at IBM Edge is was filled with partner conversations on John MacArthur. What do you think happened today in terms of conversations? A little bit dialed down from an IBM rhetoric standpoint but mostly partners and technology. Yeah IBM partners tend to be very loyal partners and they were very excited to be able to bring some of their customers here because I think they've been delivering a message and but they need some reinforcement from IBM and I think the IBM Edge conference with its multiple layers of both sort of high-level business discussion and the technical training and that plus the partner pavilion I think that all worked out. You know it was interesting today was partner day but really it yesterday was the hard-hitting day one we had to run SiliconANGLE.tv or youtube.com slash SiliconANGLE if you want to see the videos from yesterday but yesterday was the hard-hitting day right we had some great interviews Jeff Jones probably my favorite. The IBM's ex did amazing great content very professional very cube-friendly in the sense of sharing their knowledge and being personal so yesterday was kind of the hard-hitting day today felt like a peer insight day you know it really did because you one were doing the interviews because you do those peer insights but it was very laid-back very technology focused talking about the partner's agenda talking about the customer environment. Customer environments because the things that the customers are looking for where you know there's still an awful lot of do 30% more with 20% less so a lot of the IBM investments in technology are sort of focused on that and a lot of the partner engagements are focused on that you know I'd like to hear more about how some of the partners might engage in some of the big data opportunities some of the emerging segments we heard a little bit about that. Have you heard any good nuggets that you can that you could have top your head that you could think of today? From the partner perspective and customer environments any insights? Yeah I mean so one of the questions that I've always had about sand volume controller is that although you can virtualize other people's storage behind it are you does anybody actually really do that other than for the purposes of virtualization of migration and I and we did hear stories about you know putting HP putting putting EMC Clary on older older stuff behind that's that was still under lease they didn't want to get rid of it yet putting some solid-state disk in the servers letting the letting IBM manage the placement of data across that and actually improving the performance of the old older Clary on and HP arrays but having the strategy going forward as the platform being at the 7000 so that was that was interesting it was good to hear that story it's not just data migration tool it's a lot more than that and also some of the enhancements around the usability of sand volume controller because I did see it in its early days when the user interface was command-line and you know they were very excited about that I was less than excited about command-line although there still is a population that thinks that that's the best way to go here what a great day in day two I was out doing a keynote yeah can tell us because I was here and didn't get to hear the keynotes to tell us about the keynote well I mean I basically did a keynote to essentially all of IBM's top elite sales partners and essentially the sales reps themselves the sales consultants reps I want to call them I'm the guys in this guy's on the street selling the solutions and it was interesting I talked about the analyst perspective and the I gave a demo of our our big data project as an example of how we're using big data to really emphasize the point that it is being disrupted and the whole theme of the presentation was the four horsemen of IT disruption and it really was you know cloud for IT transformation as cloud infrastructure in private public hybrid rent-owned box basically it's not a box sale anymore that's interesting and the software now is a new neighbor there talked about mobile consumerization of IT how apps are driving a lot of change around there the experience for the employees and you know that that was a real big part of saying hey the user experiences are changing that's an opportunity and then obviously so shall I talk about real-time analytics and how the demand from the client base is seeing about dashboards and real-time analytics for business advantage and how that's not an IT sell it might come out from the business units not IT per se because they might think they're good and finally I wrapped it all up like a burrito with big data to highlight big data wraps all that together around business transformation so that went well I got to say I asked a lot of questions like how many people heard of devops not not one hand when not one hand not one hand so that was interesting I asked about Hadoop almost half the audience knew what Hadoop was which is good because just you know six months ago Dave did a presentation in Boston and one hand went up so you know Hadoop is obviously rising up into the conversation on the streets but what's interesting was is that the big data message was not resonating well I talked to one with the sales yeah I talked to one of the guys specifically he was from Avnet and he's like yeah I do all the private cloud stuff but you know I just kind of you know the big data stuff's not elusive to us right now okay cool but then he then told me like the big problem that they're having with data is the bandwidth so this underscores kind of this what we've been hearing about storage is getting better and faster with virtualization storage level and now compute we heard Intel it's the network so I think what's going to end up happening is it's going to come to a screeching hall with the network until we improve the network so he was telling me that in Dallas and Atlanta and was the premium it's expensive you know the bandwidth or constraints that's funding everything that's wireless and enterprises you know that's saying they don't have enough bandwidth and it's interesting I mean there's always been that last mile issue or that last kilometer issue of the last hop from through Wi-Fi and I think the proliferation of Wi-Fi certainly changed the user experience so we end up accepting lower so the net net and all this from that talk and the cube here I'd share with the folks out there that IBM's message is resonating I'll see the sales folks are embracing it in the trenches they're seeing that the that storage is the center of the of this conversation the universe for this change in IT not as not as a siloed box product but as a overall element to a expanding solution set we heard from Tivoli different group from the storage group here we heard analytics so all this is kind of coming together so that's a market reality I think the business model of IBM is changing to the point where they've recognized that their business model has to change a bit maybe how they price and package it we heard from the analysts doing the testing and compression to other parts of IBM working together so that was interesting products and technology I thought you know not a lot of grandstanding just staying low-key and just performing good products out there it was impressive and ultimately it's going to come down to the value proposition economics so to me I'm gonna look at the economics side of this and how this all shakes out well so a little more investment or figuring out their channel approach on the big data it sounds like and it may not be ready to well it's been a pleasure to work with you this cube yesterday and today today you held down the four essentially did a lot of peer insights all day and inside the cube which I think we might have to add to our format it was really well done thanks to Mike and Mark and the desk and thank IBM for helping us get here and supporting our mission for our independent coverage of the events Silicon angle dot TV is not stopping we're chasing all the top stories down from from E3 on Silicon angle dot com wikibon.org is putting out some great research John McCarty is doing all the peer insights on wiki bond we got it the landscape covered in real time we're out there scouring the landscape no stories too small for us and actually as we speak we have a team in Vegas right now setting up camp for HP Discover so we are on our Silicon angle dot TV the cube summer tour you're going to see us at HP Discover the rest of this week and then next week we pick it up back up in two places Dell Storage Forum and the cloud expo New York City and then Wednesday and Thursday you're going to see us in San back in Santa Clara Silicon Valley for the Hadoop Summit we're all the big data world the core Alpha Geeks are going to talk open source and big data so John thank you very much thank you John for having me on thanks for everyone for watching this is the cube live from IBM Edge 2012 in Orlando see you next time