 Okay, we're back live in San Francisco final wrap up for the EMC v-spec launch you can hear him breaking down the background Maybe not the big stage here big event I'm here with Dave Vellante and Stu Miniman from wikibon the research analysts best analysts on the business wikibon working with Silicon Angle Dave another great show EMC The Jeremy Burton show continues putting on a high-tech clinic He was great today. I mean I've seen him a number of times. It was very clean messaging when we first met a member He said a big on messaging Living up to his statement there big bold fonts simple efficient flexible big logos for EMC But let's talk about this is really a channel game changer. It's about the channel business. This is a services angle special There's some tech involved Stu away in on but this is basically a packaging as you said Dave a packaging of a lot of stuff Into a simple product bringing it into the channel and let's unpack this day So let's start with Dave my question to you is what's your take on this? So we had a lot of Interviews came through the Cube let a chance to grill everybody and get the knowledge out there extract the signal from the noise What's your take on this and you know you just put out the converged market Tam is huge just overall What's your what's your take real quick? Well? Vce got it all started in 2009 with V block and at the time a lot of people sort of question What's the real value of that? Well? I think it's clear the value of it is this market is enormous as we just talked about there's a land grab going on You've got defenders you've got attackers, and it's a huge business in hundreds of billions of dollars And I think that what we've also found is that it's a complex world out there There's a lot of diversity a lot of choice that people want to have and you're seeing a spectrum emerge of integration but integration that has proven and tested and so we're starting to see that spectrum mature and you're Starting to see the vendor landscape fill in some of that white space so going from sort of the block Chunk of infrastructure exadata to you know what HP has done and others and now v specs We're putting in a lot more choice and a lot more flexibility As that happens the channel becomes a much much more important factor because the channel then is really going to drive a lot Of those choices so big week for converged infrastructure rights to you think it's going to work I mean you know do you think this product will work for EMC I do I think that this is exactly what the market wanted I think that there's been tension. I think I think the channel has been pounding on You know VCE to do something like this, and I think VCE rightly made the choice is no We're gonna stay focused on the on the the Model T now Maybe VCE down the road once it really reaches that critical mass kind of flip-flop You can VCE kind of flipped off flip-flopped on the channel right we had them saying no VCE goes through the channel still And a lot of their stuff goes through the channel. They do but they said originally then they announced the channel We broke that at the mega launch right but but so I guess the point is that when VCE went to single skew the channel Sort of said well we want more flexibility and VCE said well We're not gonna give it to you, and I think EMC smartly said well, we will you know because there's four or five times more business in Reference architectures than there are in you know single skew, and I think that's what we're seeing here And I think what's really interesting? I mean To me VCE is all about VMware and getting VMware populated This is really about you know continuing to gain market share and in order to gain market share You have to have converged infrastructures You have to put some meat on the bone with with reference architectures and labs and that's what you know Prasad Rampali's group is all about and there's only a certain number of vendors who can do that the channel can't do that Right they need to lean on the large vendors out there, and I think that these Reference architectures and these proven solutions are some of the best freebies in the business and vendors that make those investments are gonna win What do you think still do what's under the covers tell us about the tech? Let's you know, and then I'll get your okay Well, I do want to talk a little bit about this reference architecture because one of the challenges here is that there's flexibility But will we actually see lots of these options deployed so what's under the cover here multiple hypervisors good thing? Absolutely VMware is the market leader here But hyper V is an option is good especially down on the lower end of the markets where we expect this to play We're pushing down market Cisco big piece of this announcement So Cisco is part of VCE and while there's flexibility to be able to offer other Intel based architectures The question is will the distribution channel actually deliver that? Does EMC have a broad environment that will take EMC storage and partner with the Dell HP and IBM's world Or will it end up being only Cisco EMC VMware like we have with a V-Block? What do you think Stu to drill that further down is a good point What do you think about I mean that in the Intel component and because they're here as well Is this a VCE party? With EMC fronting it. So it's a great question John I you know if you look here and say if I'm buying Cisco servers It's great to brocade here brocade wants to get into the converge story But if I'm buying Cisco servers chances are I'm gonna buy Cisco networking as part of it So is that gonna be part of the issue if VMWare is really heavily engaged here? Is Citrix gonna be part of this is with Microsoft gonna be part of this It's great to see the partnerships But the proof is what solutions actually get sold out there The interview that I did earlier with one of the bars here is there there a Cisco shop And while the distributor is are open to using it if the customers aren't coming to EMC If the the companies that sell and the customers that want HP or IBM or Dell go to their architectures, then There's not gonna be there's not gonna be deployments of the flexibility. That's the promise here Let's do one more follow-up question. This is you're hitting on a really good thread here that channel partners There is loyal as far as you can throw them. I mean they're gonna go with the money is as we I always say It's all about multi-vendor to them they're gonna go their customer driven right correct the customer says I love HP They say, oh, we love HP too. They say I love EMC. They're gonna love EMC At the end of the day, they want to do the best for the customer and that is also being respected by delivering the best solutions So with the multi-vendor perspective How does that requirement with this announcement fit into you brought up the multiple hypervisors? What else is multi-vendor you brought up brocade? What do you see as just strengths and weaknesses of the multivendor? So multi-ventors interesting what I think EMC and their ecosystem bring is really codifying these solutions Really understanding the storage guys really know how to build it so that it's gonna work and it's gonna deploy fast and Therefore we're extending that outside of the storage realm EMC is trying to raise their presence in the IT marketplace to be the leader of these solutions So, you know, they're much more than storage these days and they want to they want to be the leader in the these joint So I saw you as you were working in the rooms today to get doing this briefings Did anyone talk about the support side of the business? So obviously channel supports huge that pushed us out to the marketplace Codifying this solution is great, but something always breaks right who do they call? What's the support program? Yeah, I think great point. So I think the message that that was out there was really it's the cooperative support agreements This is you know, the classic, you know, EMC has lots of interoperability. They have good partnerships I actually spent six years working in the EMC takes the call so it's usually any of the vendors can take the call and they will work behind the scenes to do it But it's not like VCE where they've really pulled together You have one separate company that does everything for you. So absolutely Support is not as evil provide support under the covers then yes through private label EMC has long relationships with all of these partners. They have escalation. They have engineering conduct But EMC does not have the expertise and all of the pieces. So therefore John you're you're absolutely right there This is one of the differentiating factors of really that single skew architecture verses You know, this is more than a reference architecture, but it still fits into that EMC is in an interesting place right now because you know because IBM and HP endow Dell have acquired services companies a lot of the The channel partners and service companies want to want to work with the emcee and emcee walks that fine line Joe Tucci has said we're not going to compete with our Our partners But at some point in time stew doesn't you know the emcee particularly emcees global services capability, which is slowly Quietly slowly quietly growing throws off a lot of cash. It's good deeper every time I turn around they got you know Some new consulting capability some new training and education capability some cloud services capability and you say hmm This is sort of interesting very quiet about it, you know But there's a capability there John that I think a lot of people don't recognize and I think it's relevant here because Services is almost 50% of the converged infrastructure opportunity. Absolutely Dave great point We've covered how emcee is kind of driving some of those new training requirements for converged infrastructure for cloud for big data And really they're ahead of where the partner ecosystem is today in that space So, you know emcee and they're also partnering with Cisco and VMware to offer some of these trainings They need to enable their channel partners one of the things that I heard was interesting is this v-labs that emcee's spinning up This isn't just going to be emcee. They're actually going to enable some of the distributors to have a v-lab on their site So they're really looking to Spider out into the distribution. Hey, what's your take for the global services group here? How would you? Describe the implication to them. They're gonna be involved in this at all So again, I think they're very quiet about it, and I think absolutely they'll be involved Emcee's global services business is involved in virtually everything that this company does Not now having said that emcee's a product company product really driving thing and services is sort of a drag-along the services group Has to find opportunities, and they do a really good job of that One of the reasons why emcee so successful is because they are so services oriented in fact I remember you know many many many years ago emcee this is ancient history But emcee had some problems with with disk drives bad batch of disk drives Emcee went in it was a Dick Egan culture, and they replaced every single one on their own dime They almost almost knocked the company out, you know, you know put them on a brink of chapter 11 But the customer came first and that's emcee's culture. They'll Drag you know crawl through glass for the customer, and I think that's carried through now What does that mean for services? It means that emcee can you know very quietly build up this services capability It's got a very good one. So because converged infrastructure is complex. There is a lot of mystery There's margin in that mystery, and you know emcee will be there to Mop up whatever the channel won't you know or partner with the channel in those cases And I think you're going to see more and more model innovation on the services side over time Much as you're starting to see with you know some other other companies an example would be HP's You know channel one where you can brand it either way I think you're going to start to see emcee do more that as it expands to your points to some of its capabilities But Dave, I really loved your point there talking about emcee needs to rely on the channel more than an HP Or an IBM who just have such a huge force. I mean, we know IBM's very services-led emcee just gets much greater Leverage by using the channel and you know you can always learn so much more from from those folks and get different different viewpoints and what I think emcee has a huge opportunity is To treat v-specs almost like Salesforce is they're going to learn from the users They're going to take new use cases and new models feed that back to the entire community and iterate and grow If just a note on the technology, you know realize v-specs. This is this is a 1.0 launch of this technology There's a lot of white space out there to create new use cases new markets Verticals and hit applications is was really missing from this announcement. We talked about IBM's announcement yesterday really a strong focus on over a hundred ISVs to really codify The expertise on on technology so it's early days For v-specs and there's lots of room for growth in this Let's let's handicap the horses on the track. I mean we like to do that here So, I mean, you know vc horse for each every horse horse horses for courses and courses for horses So so vc got it started Yes, and you sort of Oracle Exadata was sort of there as well and Oracle sort of beats to its own drum So then in HP, you know, I don't tell he came over to HP. I mean he really Understood the importance of converged infrastructure and made that a top priority So I said for you for a while remember John I said a number of times the Cube is a two-horse race between Vce and and HP and that has changed boy. Well, here's my take here's my take on this day I have an opinion on this obviously. I'm not gonna hold back. I think EMC is gonna either win big or Completely crash and burn. I'll tell you why I think this is an amazing announcement because they're early It's a stew said there's a plenty room for innovation SAP is their messaging was really along the same lines. That's SAP's entire business EMC is basically bringing to the market a really good Hardened infrastructure product to get into the market to the channel It's an absolute winner from a product positioning standpoint packaging There's a lot of headroom and a lot of profitability options for the resellers However, given what I'm seeing in the converged infrastructure business as we were talking about earlier IBM HP a lot of other guys are in this area if EMC can't execute They're gonna be replicated is gonna be copied and integrated faster to people who know the channel So my prediction is this if EMC can integrate quickly Deliver the value for the partners. I think it's gonna be home run Okay, so I'm HP Oracle Dell net abscisco I've got a counterpoint to this because I don't think it's a fair comparison to look at V specs against those converged stack solutions This is much more Similar to what net app is doing with the flex pod, you know V specs has lots of flexibility and choice But it is not nearly as heavily integrated as some of these environments. Look at what IBM announced yesterday There's you know, this box tells me about the IBM really architected a new product It's beyond a blade server and it's really interesting design, but that's a major shift from what we have today Have they have deployments out there? No, it's not even it's it's in beta tested right now I think right, but you know, they had the hardware there It was showing as opposed to if we look at net app has been shipping, you know, they followed EMC they always follow EMC and they understand the virtualization market really well And that's always a dogfight between EMC and net apps So the reference architecture net app, you know does very well on the channel and the reference architecture with flex pods doing well They made an announcement this week to push down mark point is to counterpoint my point Are you saying yes? I'm saying is you know, this is a different opportunity than those single So you're saying that they other people can't catch up to EMC's positioning what I'm saying is EMC took a nice leadership position in really the single skew converged infrastructure and Net app took an early lead in the reference architecture where we believe there's a lot Yeah, I get that revenue out there So if this is a I'm not gonna say vapor because it's not vapor. It's real product But if the channel doesn't can't execute it because the positioning is perfect It's all about the channel. Well, the channel is the channel It's the indirect sales channel and EMC could put as much gasoline on the fire They want in terms of making this frictionless with oil and soft dollars But if the channel doesn't accept it again, this comes back down to my loyalty. Yes You know the channel will sleep with any vendor they want and it's true But you said net app always falls EMC couldn't you say that the specs followed flex pod? Absolutely So so here's John. Here's where I'm in violent agreement with you It's more about the loyalty and and really executing in the channel than it is about the technology And that's where flex pod and V specs are playing as opposed to all those single skews It's really much more of an architectural. I would agree also to your point Barbara brought this up from brocade with the whole stack point And we're gonna bring Alex Williams in in a minute, but cover news as we're done with stew Then we'll wrap up for the day, but to finish this point the stack issues a lock-in Issue right so it's one of those religious wars. So what's your comment on that Barbara from brocade brought that up? So as we started the discussion the question I have is will this be Cisco VMware and EMC or will we really see? Microsoft and Citrix and brocade and you know other server guys in there And that's a question about the channel and the customer pull through okay before we bring in Alex Williams to go talk about the news So Dave and I can review the news with Alex. I want to get stew and Dave your perspective on this What do you think what are you gonna be watching now? We're done with this launch We've had all the guests come through the cube. We've had a chance to extract a signal from the noise What are you guys gonna be watching as this event winds down? What are you gonna be watching for from EMC and the ecosystem around this whole deal? What are you gonna look for in terms of what are you gonna be watching for for signs of? momentum Failure uplift home run. Well, I think John you know you always say follow the money That's what I'm gonna be watching is and you are right on this is all about the channel and And the channel is where you're gonna get leverage and I want to really understand what the uptake is here We've certainly seen as stew said is flex pod stun. You know quite well in the channel I think this product this solution is gonna do well in the channel, but we're gonna we're gonna watch and then I'm also gonna watch You know I as stew said IBM is basically cannibalizing its blade servers, you know, that's a brave move So IBM is basically saying hey we see you coming into our turf We're now gonna defend so there's a bloodbath and this is exciting Coms looking at that come wiki bond or we're gonna be in the front row seat and put our foot on the field here in there To just see what it's like stew. What's your take? What are you gonna be looking at? So so I'd say if we look back a year from now Today we had 14 different designs There should be dozens of designs that we should have in here and the product mix should be diverse So, you know, if you look at VCE, they've got expansion of use case Expansive use cases and brought a click ability as I said going back to that sales force announcement We've got lots of different apps that in different ways that people are changing this and tweaking this if the V labs Can scale and they're busy and customers are buying into this and playing with it and finding new use cases And and using it in lots of environments and then this can be a huge success Okay, so if you don't mind stepping out, that's great for you to end the day great I'm gonna bring in Alex Williams who's out then writing stories. We've got the flow going on silicon angle calm and How you doing Alex? Hey guys, how are you good? What's happening? What's happening out there? Alex next time don't walk in front of the camera He's a rookie You should know that Alex Williams is out out pounding the flesh Matt Weinberger has out there as well writing stories The folks at home want to thank Kristen Nicole and a great job out there landing all the airplanes on silicon angle Com and of course wiki bonds got some great converge Infrastructure story Dave wrote an epic piece today titled Converge infrastructures taking the market by storm look for that post and we'll do a summary on silicon angle So so the news today obviously there's some big news going on we covered a bunch of it earlier on Like my notes out here Apple ebook DOJ talked about that the billion dollar week with the acquisition hunger games social social proof Google Plus redesign Google just announced earnings and they announced a stock split Larry and Sergey now get control of the company a little a little worried about the control of the company So Larry and Sergey just decided to just split the stock and get their their little magic Preferred stock equation to work out within their favor so This is something that's interesting the Google said they would never do this they would never Split their stock they did apparently to retain control of the company for Larry and Sergey What do you guys think about that? What do you think about Google in general out of state Google? Everyone's saying is under threat by Facebook Although Facebook is crushing it huge valuation Google has a proven business making a ton of money I was the first blogger to say Facebook was over a billion dollars In revenue. I broke that story two years ago almost You have to say about absolute power, you know, so what do you guys see about Google? Absolutely billions of Dollars Well, I think my take on this is that Google has been an incredible reference model for the industry We talked about how you know today even how Google is leading, you know the enterprises into the cloud and you know It's just amazing to see what they've done having said all that All their money comes from search Well Mark and I were talking about this and people are saying Google Plus is a failure because they might not understand it I said earlier that it's a different approach. It's not a direct one-to-one to Facebook There's some stats here. That's coming across my screen time to reach 100 million users Google seven plus seven months my space 36 month Facebook 54 months Twitter 62 months and LinkedIn 106 months These are different times too, you know, it's a this is 2012 versus 2007 8 9 10 when you know, we didn't have the velocity that we have now Everyone has wise and Twitter up to a hundred million John's point. I mean you googled in 1999 did it in seven months? Which is that's an amazing set of stats that you're sharing with us there took Facebook 54 months Google seven months And that's just showed you the power of the sir Well, I think you know Larry Page says Google's a social spine with 170 million users healthy growth impressive engagement Obviously he's gonna ride that horse But I do think Google Plus has got a longer horizon. I don't think Google's pushing the envelope on this yet I don't think they want to try to go head-to-head on a frontal attack against Facebook. I come back to data I mean to me it's a day we live in a data economy and the companies that can figure out how to monetize that data are Gonna win Google has a lot of data Facebook has a lot of data Zynga has a lot of 10 billion dollars in revenue in the quarter 2.9 billion dollars in net income three billion dollars in net income Matt's actually working on a story based on their earnings and One of the things that we're hearing is that Google Enterprise is becoming a second-class citizen And so that's kind of a second-class citizen in Google yeah, yeah, I just left and you know and so they're Looking like they're gonna be shifting focus away So if anything, you know the Google Plus is a sign that is absolutely where the company is going and they really aren't as focused Or interested in in Google Enterprise as someone who's covered Google Enterprise for for several years I'll tell you that in In another day You would get a lot of and you would get a lot of reach out from from Google PR They are always context you not anymore. The blog is very thin. They they cut to major PR directors It's it's a different place so Microsoft won that battle. No, I don't I've been covering Google Enterprise for since it was inception I think they could actually search appliance They never were into the enterprise because that's where the bread and butter is advertising However with under when Gerard was president they made a good run to get a beachhead So and they were always cool about their ambition They tried to water down the fact that they're gonna try to go after office But then they rolled out a productivity so okay, so so they made a run at it But I think they're realizing and I think I agree with you I think they're trying to water down the expectations because it's hard enterprise business is hard We're hearing it from people who have been in from in the beginning Intel EMC We cover HP and these guys we don't IBM and we all know how hard it is So for Google to walk through the front door and pound their chests and say hi, we're Google would own the enterprise You know they got bombed So they're retrenching they have cloud storage their data center So I think I agree with you and I'd say this I think they're retrenching and I think just got to figure it out And I think let's stay narrow on with the apps and App Engine and realize hey Clients want SLA they need performance. They need an ecosystem. Where's the channel distribution Google can't do it alone So working for Amazon when you say I mean, I wouldn't say Amazon's a beast in the enterprise I mean, it's basically credit card, you know shadow IT After my question for you guys after listening to everyone today How do you size up in the Amazon style cloud with this enterprise style cloud that we see really being promoted by a company like EMC? I just think Amazon cloud is just not even viable for an enterprise and I totally would disagree with you today I think for small medium-sized business. It's still a risky proposition Amazon has very poor service. Okay, you lose an instance. You're done. Yeah, they're gonna say we're doing some new things They're just pure It's like a tech junkyard you go there and you got to configure all your own things You got raw raw iron you put it all together Amazon is amazing great for developers because they can stitch it together Great for people who need spot resources. They can put it together great for Zynga to start their company because they can put it Together, but you hit a point where it just doesn't work, right? So I think we were we actually are agreeing but but you would I think you would agree that Amazon web services have been a success Oh, yeah for Amazon. Yeah, so so so my point to Alex's question would be that I think the enterprise has seen that and said Wow, we have to somehow model that success and the way we're gonna do it is private cloud converged infrastructure I think that's what you know this announcement. Yeah, what Amazon did in the private public cloud is a great Use case for an enterprise is saying hey, let's do one in a private cloud. Yes What I don't see enterprise is going to the Amazon saying that's the give me some Amazon driver for a lot of the Infrastructure trends. I mean, I think Google I mean I think just the whole notion of IT in an enterprise is going radically getting reconstructed just the notion of having outlook Right exchange servers Desktop PCs just go back 10 years go back to 1999 2000 devices that are synced It's like he's just like what shared printer. It's not wireless What if I got 4g I could do HD video now So I think the world's changing so what's going on in IT is just got a modernize So I think cloud is real from a service ability standpoint I think the services angle is SMB's is a goldmine whoever can crack the nut on SMB Small medium-sized enterprises will nail it because they need turnkey and pushbutton support basically like a what a laser jet was for printing They they would get that I think that's a home run And that's it on the high end this kind of product for a large reseller trying to differentiate Well, I think this is a lot about mid-size enterprises. Oh, yeah smaller enterprises today That's really the target here You know V block is really about larger enterprises and I think the V specs is about the on the mid-size smaller enterprises No question Other news Alex notice is an open-stack post up. So there's been a week of open-stack. Yeah Well, it feels like open-stack is like we're already in next week So it's we got the open-stack thing going on, but let's just go back and just revisit what happened Citrix Bales Puts their stuff with Apache right solid fire just announced support for open-stack HP launched their cloud services Which and they're heavily in bed with open-stack But aw search Amazon web services announcing this search products you get Amazon's getting into the game So it's it's a public cloud kind of a couple going on right now. So what's your what's your what's your report on that? What's your take on what's going on that open-stack community area? Well, I think it's just such early days that there's going to be a lot of turmoil and open-stack really has had issues with its Foundation and they're trying to correct that with the announcement of it really they came out today Open-stack Foundation though still has some some some aspects to it that some you know people noted in the community Don't exactly recognize as really being exactly what they were seeking There's you know, there's 18 companies that are basically financing it You know, they're putting up the dollars and the concern is too much of a tech orgy right now And the concern in the community is that those that those companies will just have too much power Is it too much of a Incessuous tech orgy or is it is there I mean I'm hearing from most sources I mean you can say it's a marketing thing on one hand. How is it an incestuous tech orgy? Well, they're all trying you know come in and say, you know, I got a cloud I got open-stack and but then I got some people saying we're actually deploying open-stack. So You know, I mean we saw this in a lot of merged in client service was land manager and all these standards They've you seen we read about it, right? I mean we said open-stacks not ready for prime time the object stores week The solid fire is getting in that's great, but you know, they don't even have an analog to Amazon's block services. So I mean this is it's still early days people Amazon struggling in enterprise How's open-stack gonna do it? Well, I'm hearing people really not give up on open-stack Even though I've been critical of being a marketing program for people wanting to cloud wash themselves But we're seeing adoption. I'm seeing people tell me we're running some open-stack It's got some meat on the bone Some hearing people say that they're still committed to it But I think you could arguably say that Amazon isn't doing so poorly in the enterprise I mean you see company like eucalyptus systems red hat storage, you know red hat there They're all working with Amazon there. There's there. There really is a connection there I mean the Amazon has is well, I'm not saying they're a total dud Amazon's great success story I love Amazon love what they're doing They set them just the gold standard for what cloud is and and on on demand resources However, they are not knocking it out of the parking enterprise. They have some relationships But they got to work to do they have to build a full-on SLA. So that's my point But regardless, yeah, I mean you're right that a lot of people are supporting open-stack Hey, we support the open-source concept HP? No doubt HP's in there. There's definitely HP's been a major commitment But there's still thin ice, right? I mean there's a lot that could go wrong there And so we've got to see you know more real live use cases and deployments Yeah, so we're gonna cover that next event We're gonna we're gonna be on it David. I think I'm open open stack. I think it's going through Not identity crisis, but a direction kind of a re-sinking of direction So I wouldn't say that they're being dismantled. I just I just say that I think that making a course adjustment Yeah, I mean I see it as more of a course adjustment, especially with the Citrix move But that's that let's let's talk about something else. So Alex cloud foundry So this week we we had a lot of things going on. We had SAP Event and we had cloud foundry. What's your report from both those environments? Well, let's start with cloud foundry. I was just very impressed overall It's a one-year anniversary. You look at their growth. It's significant They made some announcements there that I think really We're really smart like Bosch, which is this calm really really which is a chef puppet combination in essence Very much of a DevOps move automating this process We also You know started to hear about them what they're going to be doing in terms of offering more services for the enterprise They're not specific about that But this is where I think you can start to see we're going to start to see You know platforms as a service starting to integrate more with infrastructure as a service It's a layer on top of it as kind of this application environment So I was very impressed with the cloud foundry News that they had the SAP was really interesting as well You know, they want to be a database company And you wonder how they were going to do that in the night before I talked to some of the SAP mentors And they had said well, they could go for the the rip and replace method Or they could go for innovation and they really did go for innovation by investing in the ecosystem With adobe and apcelerator and sentia. So that was a really smart move But I think even the more interesting move is how they're they're offering this This fund the three hundred and thirty seven million dollar fund that Come that they will offer to companies that are it that will adopt hana That was a really smart move that that takes a lot of the risk out They can set the hana up as a separate, you know separate stack And see how it works SAP smiling and dialing. They're really pumped. It's great to see them I agree with you on that. It's a big site. Okay. We're getting the boot here the cube is well Doesn't want to leave these events. We'd love coming to the events go all night EMC we'd love EMC and vspec is a great new product in the channel Head of its time if the executes is a home run for emc. We'll be watching it This is the cube and we have some upcoming events We want to share with will be to be at nab next week, which is really exciting john I mean we have the the intel the national association of broadcasters the cube will have a massive Almost a million dollar set at nab. So if you're going to go to nab It's like a million dollar set built out for the cube interactive 3d. Just check it out This is like a this is the new standard and it's really intel is laying the bar down as the gauntlet for jeremy burton emc emc mo hpc mo And everyone else who wants to upgrade the cube. It's a million dollar set at nab. So we're gonna we're excited by that Meanwhile sap sapphire. We will not have a million dollar set I have to talk to them So jonathan if you're watching the cmo, you know Gotta up your game a little bit. So we're gonna be at sap sapphire. Of course emc world The cube was really founded at emc world 2010. We're excited. We think we're gonna have joe 2 gion from what we're hearing So we're really excited about emc world and hearing a little bit what jeremy was saying. It's gonna be a great show hb discover ibm edge del storage forum a dupes summit hbase conference cloud expo The open data center alliance google io vm world oracle open world strata o'reilly velocity o'reilly oscone o'reilly I'm missing one. There's one more other o'reilly conference. We're gonna go to um, and then a few more in the later in the fall So that's the summer tour look for the cube at those events We're excited to be expanding and i want to thank mark hobkins and kean for a great job And christin and the home ranch kit art. Uh, thanks for doing the videos we have Video snafu on the uploads. We have as much video up. We can it'll all be up tomorrow Dave thank you john pleasure. Thanks for having me alex. Thanks for your report. So that's a wrap from uh, san francisco emc Spec's launch good job. David lawyer. Yep. Awesome. Bert. Thank you guys. Bye. All right. That's it from here See you next time