 Thank you for coming on So Dave's very tight on time. He's running to a appointment, but we wanted to get him here just to get his take We heard a great analysis from him yesterday He's he published this because great piece on carbon. I don't know if you saw the car Peter gammon comes in and tells us the yeah, what's going on in baseball? So give us the inside baseball Dave What have you seen today? What's interesting Peter gammons of the analyst industry? Come on tell us any new disruptions that you see or calls that you want to make Zynga the Zynga you wrote a piece And that growth phase that those guys are in it worked perfectly for them and going from commodity Right. Yeah commodity based cloud was really the point. You know, yeah And then the most interesting point there is they built a commodity cloud in the enterprise not an enterprise cloud in the enterprise And I think that's a huge bifurcation In cloud today as you got enterprise guys backing existing business models into what they're calling a cloud. We're cloud Yeah, yeah, we're cloud. Hey, we do cloud And then you've got you know, the the guys that clean slight view of the world how would you build this thing and and The answer is much more along the lines of what is Zynga's doing then maybe what a you know The legacy vendors would have you believe meaning layering services on top of the commodity cloud Yeah, starting with that base level and then layering services on top I mean, it's very much, you know The complexity is much more in the application than it is in a proprietary hardware layer And that's I mean that that type of mindset is proliferating everywhere That's kind of the app dev You know dev ops versus the dinosaur, right? We talked about that too, right? I mean, it's a mindset thing and I think that that's across all gets across storage is across cloud It's across big data. There's a lot of that going on and that's a clear, you know beyond technology We were just talking about this offline is is it's a Massive inertia from those two camps and how those evolve. Yes, so do you think the enterprise guys? Or eventually gonna get this do they acquire companies to get it or do they just get slammed? I mean How long does it take these cycles to our 15 or 20 years? Maybe we're 10 years in if if you know If sales force was was the first start. I mean, I think You know, they want to get it that doesn't mean they can get there There's a lot that gets in the way from them, you know getting from a to b But I don't think I don't think the market's quite ready for it yet broadly and for now the enterprise guys will just You know do gateways or get on cloud as they can and then over time they get to cloud You know, and I don't think it's enabled by the enterprise guys because one of the cool things Simon said today was you're not in The cloud if you have to pay for it before you use it And that if you use that determination that eliminates practically everyone that says they're in in the cloud That's like the heat that Ellison got from Benny offer on saying cloud in the box Right cloud doesn't come in a box right of course Ellison. What's the what's the most exciting thing that you've seen here at Citrix synergy? I like the I Like what these receivers pretty cool to me I mean if you think of an abstraction layer that that kind of bridges a bit of what you're doing personally with what you're Doing professionally and also from an IT perspective eliminates the concern So no longer it's you know, you're no longer concerned about managing devices. You're managing users And so if you can kind of abstract that layer between or that relationship between the two all you care about now is Is the users you care less about what type of devices they're using and the defense and tell it the DIA? They're his keynote was basically that is that I want to get away from managing devices right now They can't in the government. They can't you can't walk out of a trusted zone with a device You just can't do it. He wants to get out of that business and care less about the device and more about the user and the data Data apps. Yeah, and so you know Citrix is doing I think a lot there and it abstracting that that data in user profile Independent of any device and right and so use whatever device you want that stuff's pretty cool And and I think that you know that that allows them to Enable a lot more things Mobility what do you think about the go-to-manage stuff around that the Citrix online folks are doing around collaboration I've been following that at all the sass-based IT services for small medium-sized businesses that just The bumper sticker for them. Is it just a placeholder? Are they actually doing anything there? I think it's it's kind of like the redheaded stepchild business for them. I mean it does a lot It's a big sass business on its own, but it gets no attention. I mean since Citrix is interesting because they have Four really interesting business lines and in terms of kind of brand attention I mean everyone knows who go-to-meeting is but in terms of kind of real contribution It always falls towards the bottom and the funny thing is on earnings calls if you listen to a Citrix earnings call No one ever asks about go-to-meeting, but it's a it's a legit sass business And it's a good point. That's a good point. I mean it really on its own I mean, you know Citrix broadly what's cool about the company is it's for legit Businesses by themselves. I mean Zen server is more legit by the day validated by public cloud Zen desktop on its own is a legit business net scaler From an F you know from a from a networking standpoint is F5 is a legit You know app delivery controller, and then you have the sass component with Webex With what they're doing there, you know relative to Webex, right? And so those are for standalone businesses. They're trying to tell a cohesive story, but the funny point You know to your original question go to make go to meeting is Always falls to the bottom because it's just there's better stories Why does no one care about it just because it's not interesting. It's I don't know It's more tactical and boring starting to become meaningful from a Contribution standpoint though. Well, the good news is they'd care if it didn't work So repeat the four lines again net scaler. So it's a does a scaler Zen server Zen desktop sass and sass collaboration And then and it compete with different people right Zen server. That's really VMware. Yeah. Well on the private cloud side VMware public cloud side You know these guys have pretty good momentum there would be VMware too, right? And then and then Zen desktop obviously VMware and then yeah, I mean, there's just tons of Zen desktop options Sure user virtualization app virtualization and then that's net net scaler is f5 and then sass yeah f5 and some other guys Yeah, sass is Microsoft Cisco Cisco WebEx guys like that. Yeah So, you know, we were talking about acquisitions yesterday, you know, and you made the point that there's pretty diverse businesses there They don't necessarily Fit all together in terms of a package that somebody would necessarily want to buy and then you pointed out other reasons that they might be acquisition proof, but that that's a That's a bit of complexity to an acquirer potentially. It's not a it's certainly not a pure play Yeah, right and and so you have to you have to marry those businesses This is something without the acquiring organization as it gets harder, but I mean they're all strategic components by themselves, right? All right, Dave. I know you were rushing off to see this next key note. So This is Lionsgate. I think coming up now right now. No, I know after that for three o'clock. All right good All right. Well, thanks for stopping by real quick. I'd appreciate it. Thanks guys. We'll see you around see you back at the ranch Dave Cahill We talk about smart nodes Michael. He went from Boston. He's a he's a wicked smart node wicked wicked smart