>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by the M wear and its ecosystem partners. >> Welcome back. I'm Stew Minuteman here with John Troyer. We're have three days, Walter Wall coverage here at VM World 2019 with lobbying Mosconi North and happy to welcome to the program. To my right is Tom Burns, who is the senior vice president general manager of networking and Solutions at Delhi Emcee and sitting to his right. Another Tom. We have Tom Gillis, who's the S V p and general manager of networking of Security inside VM wear. So I'm super excited. Go back to my roots of networking. Tom and Tom thanks so much for joining us. >> Thanks for having us. Thanks for All >> right. So, you know, Tom, you and I have talked for years now about you know, it was not just s t n, but you know, the changes in the environment. Of course, you know, networking and compute, you know, smashing together and where the role of software in this whole environment has changed. So, you know, let's start, you know, there's some news. Let's get that cover the hard news first. VM Where has the networking pieces? Dell has some software networking pieces also, and there's some more co mingling of those. So maybe walk us through that. >> Absolutely. I think the story this week is about the collaboration that's happening between Tom's team and my team in kind of innovating and disrupting in the traditional networking world. You know, Tom Sad NSX around micro segmentation network virtualization lot going on with analytics and capability to really see what's going on. The network from Cord Out EJ to cloud the acquisition of RV, which is outstanding. Other things that are going on in Vienna, where deli emcee disrupting around the segregation of hardware and software, giving customers that capability to run the nasty need for the connective ity they need, depending upon where the network is sitting. So this week we got two announcements. One is we've got worldwide shipment of the Delhi M CST Land solutions powered by being more great, you know better than none. Software combined with better than none. Hardware coming from del you see, on a global basis worldwide, you know, secure supply chain plus professional service worldwide is a parameter there, right? >> And Tom, maybe bring us in. You know, we'd watch Fellow Cloud before the acquisition esti weigh on. You know, there's a lot of solutions that fit in a couple of different markets. It's not a homogeneous market there. Maybe give us just kind of the camp point from Avella Clubs. Esty Esty. >> Wind is a white Hart market on because it has the classic combination a better, faster, cheaper. It delivers a better end user experience. It is so easy to deploy this and it saves money, NPLs, circuits and back hauling traffic those that was, ah, 19 nineties idea. It was a good idea back then, but it's time for a different approach. >> And just when I've talked to some customers and talk to them about their multi cloud environment, SD Wind, one of those enabling technologies that you know they will bring up to a mad allowed them to actually do that. >> It was it was the movement really >> office 3 65 and sass applications that drove the best human revolution and that back hauling all this traffic to headquarters and then going out to office for 65 when a user might be in, You know, Des Moines, that doesn't make any sense. And so so with us, the win we intelligently route the traffic where it needs to go delivers a better end user experience, and it saves a bunch of money. It's not hard to imagine that cheap broadband links are on order of magnitude lower than these dedicated mpls circuits. And the interesting math is that you could take two or three low cost links and deliver a better experience than with a single dedicated circuit. >> I'm kind of interested in the balance between hardware and software, right? The family trees of networking and compute kind of were different because if they had specialized needs in silicon, so where are we now? It's 2019. Where are we now? With with line speeds and X 86 then the hardware story. >> I think it'll let Tom join the discussion around speeds and feeds is not dead, but it should be dying to get a quick right. You know, it's around virtual network functions and everything really moving to the software layer. Sitting on top of commoditized X 86 based you know, hardware and the combination of these two factors help our customers a lot more with flexibility, agility, time to deploy, return on investment, all these types of things. But I mean, that's my view is a recurring theme you're gonna hear. Is that in networking? And think you're alluding to this You needed these dedicated kind of magical black boxes that had custom hardware in order to do some pretty basic processing. Whether it be switching, routing, advanced security, you had to run things like, you know, hardware. Regular expression, matching et cetera was about three years ago that Intel introduced a technology called D P D. K, which is an acceleration that allowed VM wear to deliver in software on a single CPU. You know, we could push traffic at line rates, and so so or, you know, faster than one rates. And so that was sort of like there wasn't the champagne didn't go off in the, you know, the bald in drop in Times Square. But it's a really important milestone because all of a sudden it doesn't make any sense to build these dedicated black boxes with custom hardware. Now, general purpose hardware, when you have a global supply chain and logistics partner like Dell, coupled with distributed software, can not only replace these network functions, but we can do things completely differently. And that's really you know, we're just beginning this journey because it's only recently that we've been able to do that. But I think you're gonna see a lot more that in the future. >> So we talked about SD win. Uh, there was a second announcement >> that goes back into the court. You know, the creation of a fabric inside of the data center is still a bit difficult. I mean, I've heard quotes saying It's something like 120 lines of cli, you know, per switch. So let's say 4 to 6 Leafs pitches, switches and two spine switches could take days to set up a fabric. What we've announced is the smart Fabric Director, which is a joint collaboration and development between Veum Wear and Delhi emcee that creates this capability to tightly integrate NSX envy Center into the deli emcee power switch, family of data center switches, really eliminating several cases and in fact, setting up that same fabric in less than two minutes. And we're really happy about not just the initial release. But Tom and I have a lot of plans for this particular product and in the road map for, you know, quarters and years to come about really simplifying again, the network automating it. And then, really, our version of intent based networking is the networking operating the way you configured it, you know, when you set it up and I think not just not just on day one, but two, you know and a N and you know you hit the nail on the head. Networking has changed, is no longer about speeds and feeds. It's about availability and simplicity. And so, you know, Del and GM, where I think are uniquely positions to deliver a level of automation where this stuff just works, right? I don't need to go and configure these magic boxes individually. I want to just right, you know, a line of code where my infrastructure is built into the C I. C. D pipeline. And then when I deploy workload, it just works. I don't need an army of people to go figure that out right, and and I think that's the power of what we're working together to unleash. >> So when something technology comes up like like SD win. Sometimes there's a lot of confusion in the marketplace. Vendors going out one size fits all. This will do everything Course. Where are we in the development of SD win and what is the solution? Who should be looking at taking a look at the solution now? >> SD win market, as I said, is growing depend on whose estimate you look at between 50 and 100% a year. And the reason is better, faster, cheaper. Right? So everyone has figured out, you know, like maybe it's timeto think differently about about architecture and save some money. Eso we just announced it on the PM or side, an important milestone. We have more than 13,000 network virtualization customers that includes our data center as well as yesterday, and we don't report them separately. But 13,000 is, you know, that's almost double where it was a year ago. So significant customer growth we also announced were deployed together with our partner from Del 130,000 branches around the world. So by many metrics, I think of'em, where is the number one vendor in this space to your point it is a crowded, noisy space. Everybody's throwing their hat in the Rangel. >> We do it too. >> But I think the thing that is driving the adoption and the sales of our product is that when you put this thing in, it fundamentally changes the experience for the end user. There's not a lot of networking products that do that. Like I meet customers like this thing is magic. You plug it in and all this and streaming just works, you know, like Google hangouts or Web X is like they just work and they worked seamlessly all the time that there's something there that I think it's still unique to the PM or product, and I think it's gonna continue to drive sales in the future. So I think the other strong differentiation when it comes to Del Technologies bm where in Delhi emcee combined is we have this vision around the cloud. You know, EJ core cloud and you know this hybrid multi cloud approach. And obviously SD Ram plays a critical part as one of the stepping stones as relates toe, you know, creating the environment for this multi cloud environment. So, you know, fantastic market opportunity huge growth. As Tom said, markets probably doubling in size each year. I don't know what the damn numbers are. I hate to quote, but you know, we really feel is, though now having this product in this capability inside a deli emcee, again combining our two assets, it could be the next VX rail. We're really good way. Believe the esteem and it's gonna be a gigantic market. And I think that what's interesting about our partnership is that we can reach different segments of the market in a V M, where we tend to focus on the very high end, large enterprise customers. Technically very sophisticated, delicate, rich customers we don't even know we don't even talk to, And a product is simple enough that it works in all segments. We win the very, very biggest, and we win these. You know, smaller accounts where the simplicity of a one quick deployment really really matters. >> Tom. One of the things that excited me a year ago at this show was the networking vision for a multi cloud world reminded to be of nice syrup. React. You know, when we look at networking today, most remote network admin a lot of the network they need to manage. They don't touch the gear. They don't know where it lives, but they're still responsible. Keep it up and running. And if something goes wrong, it's there. It is the update as to where we stand with that where your >> customers are asking the question, right? So our mantra is infrastructure is code, and so no one should ever have to log in with switch. No one should have to look into a Q. And you know, we should have to be like trying to move packets from here. They're just It's very, very difficult. I'm not really feasible. And so So as networking becomes software and those general purpose processors I talk about are giving us the ability to to think about not just a configuration of the network but the operation of the network in ways that were never before possible. So, for example, we announce that the show today with our monitoring product ve realise network in sight. We call it Bernie, not always such clever with the names that were really good at writing code, Vernon gives us the ability to measure application response time from the data center all the way out to the edge. So a single pane of glass we can show you. Oh, here's where it's broken whether it's in the network, whether it's in the server, whether it's the database, that's that's not responding. And we do this all without agents, right? So it's like when the infrastructure gets smart enough to be able to provide that inside, it changes the way the customer operates on. That translates into real savings and real adoption. And that's what's driving all of this momentum, right? That 7 500 to more than 13,000 customers, something has to be behind that. I think it's It's the simplicity of automation. >> CLI has come up a couple times here, and so that's kind of a dirty word. Maybe even these days, it kind of depends on who you're talking with, I think Veum Way. Rendell both spent a lot of time and effort educating the networking engineering market and also educating the kind of data center you know, the rest of the data center crew about, you know, about each other's worlds. Where again, where are we at now? It sounds like with director on with the innocent. The NSX whole stack? Yes. Uh, the role is changing of a network engineer. But again, where are we in that? In that evolution? >> I think you know, we're early on, but it's moving quite rapidly. I think the traditional network in engineer and networking admin is gonna need to evolve. You know more to this, Dev Ops. How do I bring applications? How do I manage the infrastructure? More like a platform. I mean, Tom and I truly believe that the difference between cute and network infrastructure is really going to start to dissolve over time. And why shouldn't it? I mean, based upon what's happening with the commoditization and speeds of the CPU versus the MP use coming from Mersin silicon, it's really beginning to blur. So I think, you >> know, we're in the early >> stages. I mean, certainly from a deli, see perspective. We still, at times, you know, have those discussions and challenges with traditional networking people. But let's face it, they have a tough job. When something's not working, the network administrator usually gets blamed, And so I think it's a journey, uh, and things such as the del Technology Cloud Open networking, NSX, and now SD when it will continue to drive that. And I think we're going to see a rapid change in networking over the next 12 18 to 24 months. I talked to a number of customers that has said, You know, this journey that Tom was talking about is this is a challenge because the skill set is different. My developers need to learn software, and so what? We're working with the M where is trying t o make that software easier and easier to use it actually approach like English language. So latest versions of NSX have these very simple, declarative AP eyes that you can say, Oh, server A talk to server be but not server see, Click Don Deploy. And now, in our partnership with L, we can take that Paulson push it right down into the metal, right down into the silicon. And so so. Simplification and automation are the name of the game, but it is definitely a fundamental change in the skill set necessary to do Networking. Networking is becoming more like software as opposed to, you know, speeds and feeds and packet sniffers and more the old traditional approaches. >> Tom, I don't want to give you the final word as to Ah, you know what people should be taken away from Dell in and Veum wear in the networking space. Well, >> I think across deli emcee and in being work, there's a great amount of collaboration, whether it's the Del Technology Cloud with of'em were really taking the leadership from from that perspective with this multi hybrid cloud. But in the area of networking, you know, Trudeau. Five years ago, when we announced the desegregation of hardware and software, I am in this to disrupt a networking business and to make networking very different tomorrow and in the future than it has been in the past for our customers around. He's deployment, automation and management, and I think that's a shared vision with Tom and his team and the rest of BM, where >> Tom Gillis, Tom Burns, thank you so much faster. Having eight, we'll be back with more coverage here from VM 2019 for John Troyer on stew. Minutemen as always. Thanks for watching the Cube