 Live from Las Vegas, it's theCUBE. Covering Discover 2016 Las Vegas. Brought to you by Hewlett Packard Enterprise. Now here's your host, Dave Vellante. Hi buddy, we're back. This is day two of theCUBE coverage at HPE Discover 2016 in Las Vegas. I'm here with Ray Wong, who is the chairman of Constellation Research, Principal Analyst. Ray, thanks for coming in. Hey, thanks for having me. For a real quick fly by. I know you're headed to the keynotes. Couple things, big news today. GE and HPE getting together. Big computer company and GE, industrial internet giant. Really the first time that GE has got together with a big player like this. I know they've done some things with Pivotal, but what's your take on that? No, this is huge, right? GE being the digital industrial, HPE jumping into this market. They've had a long history of working with each other, but here they're putting together the predict software and the HPE capabilities. That's one of the big things that's important in the internet. If you think about what's happening with IoT, we've gone from sensors to stacks to platforms, and we're about to get into networks. And as we make that transition, I need security. I need to make sure all these devices are at computational power, and I've got the network speed. Yeah, so HPE could be an arms dealer for that deal. Now, Meg Whitman yesterday talked about HPE as a digital transformation factory. What does it take to be a digital transformation factory? You know, a lot of what has to happen is you've got to bring together the pieces around business models, what's happening with insight and the insight streams, and the ability to actually take all this stuff and make it easy for people to use. People want to be able to consume this on demand and be able to put the parts together. Right now, it's a mess, right? People are piecing things together all over the place. There's a lot of app dev that's happening, and I think HPE is trying to industrialize that. All right, last question is, HPE as a company in total, and specifically their software business, what does HPE have to do to shore up its software business and really drive growth there? You know, I think they're starting to do the focus around the analytics piece. That's core, getting the big data around it. Then the rest of it's really on partners and ecosystems, and you're seeing them do that right now. HPE's partnership strategy, that's going to be the key to actually bringing the ecosystem back to getting back into the global 2000 accounts and then going into the verticals that they've been strong with. So leveraging that sort of vertical crown jewel and everything around it. Vertical crown jewel, and the partnerships, and the partnerships that are out there. Excellent. All right, hey, thanks for stopping by. It's great to see you. Thanks for having me. All right, keep it right there. We're back with our preview of day two right after this word.