 I want to just say, thanks to Mark, Ian, and our host here, Jeff Kelly. Dave Vellante will join us in a minute. Jeff, analyst at Wigibon, big day of SAP analyst. We're going to wrap up the segment here. Day 3 is ending. Dave will join us. What's your take on the story here? From my standpoint, SAP is, again, last year was the great messaging. This year, they advanced the ball down the field. They're positioned well with in-memory, cloud, mobile, social. Very well positioned. Again, they're in transition from a on-premise ERP company to cloud, where mobility is their touch point to the customer. And everything in-between, in-memory and analytics, will drive that value proposition. So, a lot of change. What's your take? Well, I think, you know, I had a few things I was looking for coming into the show. One of them was to see some more customers on display actually using HANA in production. And we got that. So, I was happy to see that, you know, last year was a lot of talk about vision, a lot of talk about future benefits. This year, we saw them actually execute to some degree. They've got to continue that, of course, but that's a good sign from them. You know, they also expanded their, or I should say, took the big data term for their own. And they've actually kind of embraced it, but with their own spin. I think last year we called their approach fast data. I think I would also add practical to that, that definition, description. I think what they're trying to do is make big data a reality for their customers in the near term. And for their customers, that means mostly SAP data. That means, you know, multiple, perhaps tens of terabytes that have got one customer, Hilti with a 40 terabyte scale out HANA deployment, who I spoke to earlier today. So they're trying to make big data practical for their customers, which for the most part involves tens of terabytes of data. It's not the petabyte level, it's not Yahoo, it's not Facebook. So for their customers, I think this is a really good approach. Yeah, I mean, I think, you know, in my summary, I would agree with that. I would add that at a very high level, what's happening here at SAP this year to wrap things up was everything was centered around one major gravitational pull, and that was HANA. HANA was a big project that's out there. Year two of HANA, they really wanted to make it real. And that was really the thrust of it. Here on day three, the keynotes from the co-founder, HASO, and Plattner, and then Michel Sica, the tech leaders, was all about HANA. Highly technical conversation. Day one, Bill McDermott was talking about mobile, the sex appeal, the analytics, the business benefits of analytics and mobile. And then in between, you had cloud and success factors. That big acquisition for $3.4 billion was the key showcase there, telling their customers that we are going to be a cloud company. SAP moving from on-prem to the cloud, but not leaving on-prem by itself. So on-premise solutions will still be there, they'll be core, but you'll see a lot more cloud. And then finally, developers. You're seeing application developers. You're seeing SAP reach out this show and say, hey, you know what? We're going to go after some new developers. We need new developers. So their ecosystem will have to be strong. And that's really the big story here. HANA at the foundation, app developers, expanding that base, analytics and mobile, the sex appeal, the edge of the network, and cloud power and the on-premise cloud combination. So to me, I think that's my takeaway. And that's cool. And what's different from last year? More customer showcase. I would say one thing they need to be careful about is HANA overkill. I mean, it is central to what they're doing. But I have heard some whispers around the conference that all we're hearing about is HANA. And the reality is the majority, vast majority of their customers are still those ERP on-premise deployments. So they've got to be careful not to give short shrift to those customers. And it's the same balancing act they've been challenged with since last year. I would say there's definitely HANA overkill. But one thing, an area I would say they didn't really exploit, in my opinion, is big data. This is a big data company, clearly. I talked to the founders about that. I mean, the CEOs about that. They agree, but they don't want to be such with the hype of big data. I think that's a huge mistake for SAP not to really put the flag on the ground because we are a big data company, big data being defined by their definition. The second thing is in-memory. In-memory intersects beautifully with the trends that we're covering. Flash, Fusion IO, Violin, AMC, Buying Extreme IO. So in the storage of all the IO landscape of the architecture, in-memory is really important. So I think not enough explanation or storytelling around what in-memory means and certainly a massive miss by SAP in the positioning around big data. I think that's a big mistake on this trip. Yeah, well, they've made clearly a strategic decision to place themselves outside of that big data hype, if you will. And rather than join that group, they want to contrast their approach practical big data as I'm calling it. I think, I don't know if Mark can go to that clip that we have with, can you hear that clip with the CEOs? The other big story here was the coming out of Lars, the CEO of SuccessFactors. The interesting storyline on this guy is that he's a strong leader of a startup that's been very, very successful. SuccessFactors, huge price, $3.4 billion that SAP paid to essentially show the commitment to the cloud, really. That's what they're doing. SAP is walking the talk. They're moving people over. So I want to show you a clip of an interaction we had last night with the CEO Bill McDermott and Lars, the CEO of SuccessFactors. If we can pull that up. Okay, here we go. So look at the smiling faces. They're like, this was at the global communications press, global press networking dinner. And I had a chance to talk to Bill McDermott. But look at this. Bill McDermott is ecstatic because this guy from SuccessFactors, Lars is dynamic. He's tall. They even joke about him being from Denmark. That's okay. They're wrong with that. Okay. He's from Denmark. He's a tall guy. They're all tall guys. They're athletes. They're competitive. And what I really admired about these two guys is they're kind of partying in suits on. But ultimately, the DNA culture of SAP is that they're competitive. And if you see that with SuccessFactors, the guy is very happy. They love each other, kind of, you know, brogrammers as we call them. But they're really competitive. Trying to get both guys in the queue. They were too busy doing customer meetings, but hopefully get them next time. Right. They really show the commitment to, you know, this is not just a tactical acquisition. This is really a big picture transition to the cloud acquisition. Yeah. And when I talked with him in the one-on-one with Lars, I said to him, you know, what's going on, he said that he's building a core engine that has social embedded in everything that they do. So the guy totally gets social. Now, the interesting story about Lars is a very successful company built in the cloud in day one integrating into a culture of SAP. We're going to see how that works. How long will he last? We'll be one of those executives that have to do the minimum and then bolt out with the cash. Or we'll stay with SAP. We'll be following that. We'll be watching that very closely. Bill McDermott and Shnabe, really on message around mobile in memory analytics and cloud. So overall, great show. Dave Vellante is joining us too. Dave, you have anything to say? You want to add to the wrap up? Well, I do think that you're right, Jeff, that the marketing is ahead of the actual implementation. But that's the way it's supposed to be. I mean, we're seeing, I've said this before in theCUBE, the enterprise business is in Oligopoly. And the chess board is controlled by five or six big players. We know who they are. SAP is one of them. You know, I've said many times, John, that EMC slash VM will be the next $100 billion market cap company. Well, SAP's ahead of them. They're $70 billion and they could get there faster. So SAP's got fantastic marketing. It's like a political convention here. All the talking points are there. They've got the customers with the microphones in the audience. It's all really well choreographed. The company has to prove that it can actually deliver on that vision. And it's had some missteps in the past. And, you know, it's going after Oracle and Oracle's core business. At the same time, it's got a really loyal customer base. It's got a massive customer base, 197,000 customers. And I think, you know, it will get to $100 billion. You know, we'll see who gets there faster. I think EMC and VMware are probably on a faster trajectory. But SAP is a little larger and has the better business model from a market cap standpoint. So, at any rate, that aside, I think that what we've seen is the evolution and transformation of SAP, led by the two co-CEOs, Bill McDermott, Jim Hageman, and Shinabe. They really complement each other well. Hasso Plotner, the company's founder, is still very much involved. And so I like that, John. I love that. You can see the video of the two guys up there right now from my press conference. I had the chance to ask them in front row there, getting the questions, Q&A. The global press corps is there. So it's really good interviews there. The co-CEO thing is working. I mentioned that. Yeah, that's not easy to pull off. I mean, what's your take? What do you think? I think it's working out great. I think Shinabe is coming into his own as a product guy, tech guy. And I think that McDermott clearly isn't operating on the sales and marketing side, as we know. It's very polished. And their keynotes absolutely demonstrate their positioning. Keynote in day one, Bill McDermott talking about the politician, very thespian-like. I thought he was at a Shakespearean play in the Bill Clinton press conference. And they had, honestly, a provocative conversation in the language he's choosing. Laced with buzzwords, you know, in the future. Analytics. I heard breathtaking a number of times. So it was quite the performance. Shinabe, nuts and bolts, right down to business, all tech, all business all the time. Really good content on both sides. Shinabe is much more in-depth talking about the future of social networking, being more business-oriented. And that's really, to me, a great take away around that next vision. Clearly, Shinabe, innovation is the key to his story. He talks about innovation investments and innovation strategy, so that we're at six times in his keynote. And it's clear, it's analytics in memory, mobile, cloud applications. So to them, it's pretty clear. Any final words, Dave, here at SAP? We had a great time. Great support from SAP. Without SAP's great support, I want to say everyone in the SAP's GC group, I want to thank you for all your hospitality. It's been great interaction with you this week, and we really appreciate that. And this great independent program would not be possible without the support of SAP and EMC, who have believed in our independent broadcasting model and allow us to come here and underwrite some of the support throughout the year. So we really appreciate SAP and EMC. Yeah, looking forward to Van Halen tonight. It's a chance for everybody just jams into buses. They jam it to the Coliseum or whatever venue it is, and it relaxes. Everybody dresses down. It'll be a good time. Thanks to the team back home. Kristin Nicole running the show. Art Lindsay, Stu Miniman, David Butler, all the folks on the ground here. Mark, Ian, Mick, Jones. Great job, guys. I believe anyone else out? Oh, Alex Williams. Oh, Alex Williams is here in the Cube. He's out there scouring stories right now. We'll see him tonight. Great event. And I want to say this has been a great opportunity to get more knowledgeable on SAP and Jeff. Thanks for coming on as well. That's a wrap from day three. We're going to shut down the Cube. We'll see you next week at EMC World in Las Vegas. And on Wednesday, we have the H-Base Conference in San Francisco. So on Wednesday, we have two programs, H-Base Conference and EMC. And then after that, we have the summer tour. Look forward to siliconangle.com and wikibun.org and siliconangle.tv. So thank you for watching. Have a great night. That's a wrap. See you, everybody.