 Okay, we're back here live, day two of SAP Sapphire Live in Orlando. This is SiliconANGLE and Wikibon's exclusive coverage of SAP Sapphire now. This is theCUBE, our flagship program where we go out to the events, and we extract a sealant from the noise. We're here all day today. We'll be here tomorrow. We'll talk to whoever we can that has that signal, executives from SAP, companies, entrepreneurs, architects, developers, they're all here and we're on the ground getting all the data. Jeff Kelly from Wikibon.org, Research Analyst on Big Data. Jeff, day two kicking off, day one was a solid day yesterday. Great day. What's your takeaway from yesterday and what are you looking for today? Well I think, so my takeaway from yesterday is steady as she goes. SAP is very focused on their message around HANA as the kind of foundational technology upon which all their applications and their entire suite of tools will be built and in some cases migrated to. Certainly, a lot of focus on customers. We saw a lot of end users, practitioners telling their stories that continued this morning with SNOM-based keynote. So I expect to see some more of that today, but some of the other focus areas we're looking at are around mobility. There was SAP made an announcement around a new offering called SAP Mobile Secure around securing and managing devices, mobile devices in the enterprise. So we will be covering that today. Very interested to hear how that, the approach that they take, balancing some of the control and privacy issues, or I should say control and security issues that IT is interested in when it comes to mobile devices and BYOD, balancing that with making your employees as effective and productive as possible with mobile devices and then of course just the whole cloud story. Another announcement today from SAP around making some applications work seamlessly across devices from the cloud. So those are a couple of the angles we'll be looking at today and of course more HANA coverage and kind of how that plays into all of the announcements. The big story obviously today is Jim, Hanuman Snabe gave the keynote and the keynote was obviously impressive, Snabe. Cube alumni has been on theCUBE, thinks it's a huge concept, love it. He's great and he's a co-CEO Jeff and one of the things I'm impressed with him is that the accomplishment of Bill McDermott is really an excellent executive on the execution side. Snabe is kind of the product czar here at SAP and one of the things he talked about in his keynote, it's a recurring theme as resources. Running out of resources, he said, he believes we'll run out of resources and must optimize technology. That's an interesting, because we had a sustainability conversation and it's not so much a sustainability conversation but it's about virtualization. We heard from HANA about limiting servers, the benefits of virtualizing SAP from the EMC folks on and ultimately you virtualize SAP, you reduce the server license and that's going to be a good advantage over say Oracle for instance, their competitor. So that's obviously interesting, obviously Amazon.com and AWS has proven that resource management using elastic type computing and storage is what people want and that ultimately is a telltale sign of what Snabe is talking about. The other thing that Snabe was talking about in his keynote is the notion of change. He kind of quotes some Darwinism things and resources again and not so much a product pitch as usual but more of a kind of a high level overview from Snabe and ultimately you know this idea of change and only the strongest survive is kind of like how they look at SAP. SAP is in transition specifically around the cloud and that's really their core area that they're working on right now. Obviously HANA is a big element of that, it's not just the databases we heard yesterday from John Appleby but obviously SAP has things all checked off, all the boxes are checked, mobile solid, obviously analytics is a big message that's been going on for multiple years. They have Ariba networks which is a big acquisition, that's kind of taking shape as business networks and obviously the mobility. So checking the boxes and the big data front, where they're weak is cloud and the story is not really coming together. So you know clearly they have, they don't want to cannibalize their own install base but Jeff, I mean they're pretty poised for big data. Obviously with analytics and HANA when we heard yesterday HANA is not just for SAP customers but for people who don't have SAP. So again, the analytics is their big data play and cloud. Yeah, absolutely, I think HANA is a very good solid product that's helping SAP customers, their install base and increasingly helping some developers build applications to take advantage of real-time performance. I think one of their weaknesses, and we'll talk with David Floyer a little bit more about this later today, two things. So one around big data while HANA is very effective in a solid product for some of the real-time analytic applications that the SAP core install base needs to run. There's still a little bit of question about using other types of processing capabilities and storage capabilities like flash technology. I still have questions about where other technologies like Hadoop fit in to SAP strategy. HANA again a good product but it's not a big data platform, not a foundational technology for a comprehensive big data platform like Hadoop might be. So those are some questions I have around big data, around cloud. Well, as we mentioned yesterday, their HANA offering in the cloud appears to me from what I've heard and from customers I've talked to to be more of a hosted offering, not really a true cloud offering that offers that elasticity that you associate with cloud offering. So we'll try to get some more answers today on those two fronts from SAP. Hey, we are here live inside the Global Communication Center here at Sapphire Now, this is Orlando, Florida. This is theCUBE, our flagship program. We are on the ground broadcasting live and behind us, you can see some things moving around. We're going to be broadcasting live the press conference from the co-CEOs. I'm going to ask them some pointed questions. I want to get to the bottom of this cloud, where the cloud is going and find out what's happening with these guys. And we're going to try to get Bill McDermott and Shnobby on theCUBE. We're going to try to grab them. We do whatever we can. Wherever the action is, we're going to try to get the best people possible to share that content with you. This is theCUBE. We'll be back with more day two coverage after this short break.