continues coverage of vmworld live 2010 on the scene at the Moscone Center South with special guest Pat Cal singer from EMC the president former Intel 30-year veteran welcome back to the cube back with the bloggers will upgrade from our last gig VMworld rockin here in VMware so Pat back back at the cube we'll go and we know you're really busy so so you've been at EMC now for almost a year what's it like there and you just acquired greenplum you've been busy since we last met so tell us quick update what you're doing the one-year is coming up and you got green Flint under your belt what does all this mean for EMC and then we'll talk about the keynote okay so well you know overall I think things are going on schedule if you think about it that way you know we said and coming into it we had certain agendas we did product announcements last week that we'll talk to you know that I'll cover in my super session today we've said we're gonna be acquisitive right we did art early in the year we just a green plum VMware's continued their quiz in nature they announced two acquisitions this morning you're personally I said we were going to be a disruptive entity in the industry well I think service model right he laid out key strategic directions for things like security right and how that starts to implement through the V shield directions also this model of IT as a service for IT as well as for service providers the key partnerships there so you know a major delivery through the Redwood technology that they did and and then here following up with you know some of the substance - you know showing the clear tangible progress against the directions that Paul was describing very consistent with a lot of the things you've been talking about sort of in preview fashion for shocking yeah we taught that UNC Rose storage is sexy and that what that went over real well since then M&A has been off the charts sizzling hot storage now we're here and and what we're seeing is proof points and you've done some things with green plum talk about what it all means in terms of proof points what proof points do you see that absolutely established the reality of cloud and that this is a mandate going forward as a future architecture whether it's developers mobility and talk about those proof points yeah and I think you know let's be careful I don't want to be too what while I am gonna answer your question I don't want to get too far ahead of my skis in the sense that there's still a lot more cloud washing than there is cloud substance and you know if you go back to the theme right to us you know virtual you know virtual roads actual clouds are trying to say there is some substance to it but still there's a lot of visionary directions here no that's said right as part of the be plowed a partner program that Paul described today you know these customers these part are putting up real cloud offerings today and those are becoming very real things like vCloud director real tools to implement those in place real customers like the Levi's example there were they're implementing this and what they do yeah we had Tom Peck on down at sapphire our CIO Levi's great story there yeah and you know I met with customers like Telstra yesterday right who is absolutely implementing services and delivering them to enterprise clients so I think that we've clearly in the hype cycle where you know the height great it's often well in excess of the reality and I think that's been the case for the last two years and now we're seeing in that hype cycle that the reality is starting to build where our real customers real services real applications are being deployed against this cloud model and sort of the mantra that we've been laying and we're seeing increasing industry momentum saying yes indeed we all need to rationalize our products our services against that cloud strategy so you've seen a lot of inflection points in your day as have we where do you see this one rating based on in the context of what you just said the whole cloud computing inflection point is it bigger than all the previous ones in your opinion or still remains to be seen well any anybody making such a prediction right you should think twice about right you know the validity of their claim that says but I think there's two aspects to it that I think indicate that it could be bigger than anything before yeah the first one is just the industry is bigger right IT and as the economy has grown an IT has grown as an percent of the economy we're just big now and IT truly is just a huge sector of the economy particularly for United States right Silicon Valley area you know this is our agenda for the world so as the economy's bigger and secondly this is disruptive in multiple dimensions of the industry the changes the infrastructure it changes the application model it changes the service model it affects service providers that affect system integrators many of the prior changes were not as disruptive across all of the strata of the industry so because it's bigger because it is more in across all dimensions of the industry I believe and certainly you know as Joe has talked about Joe touchier CEO has said this is the biggest how big I don't know but as this one feels like you know this is sooo not Amica last wave if I was a surfer yeah Joe's famous wave slot we had Microsoft on yesterday who's actually here but they can't really show anything and we talked about them about their hypervisor I asked a specific question about as the PC era reached the Stu glass ceiling the bloated PC chained to the desk the PC centric view you've lived that generation it's not so much that it's irrelevant it's just that it's changing and and we're in a new era so what VMware is putting forth with this architecture and some of the things you've been working on you have a platform and you have agnostic devices that really changes the game on this PC centric I mean what do you see on them on the on the user centric side the key variables in the industry well I think you know number one any of these waves you know I predicted in 1990 the end of the mainframe varied 20 years later it still hasn't quite gone away right and that's that's it's not like these waves become the death of all prior you did some damage but it doesn't like immediately eliminate those prior technologies but the Nexus of innovation the foci of the industries new capabilities productivity applications is shifted and I think all of us today would say the PC right isn't that foci of innovation hey lots of apps are using it use it yeah hey I am much more productive on my laptop than animun iPad or iPhone or Android I mean you know I just you know just much more productive in that sense but you know I can't carry my laptop around in my pocket right clearly we're seeing the shift of innovation new application models new consumer centric usage models both the devices and the applications and I think as Steve Harrods akino talked about very much hey I want an app store like thing for my enterprise applications right where you see much of that consumerization coming to corporate IT as well so it has shifted right applications usage models will be device independent right they will become more sumer focus and essentially let's just say they're gonna be more iPhone like greater than how we'd get them and consume that at at to Orlando we sat down and we chatted about at a great chat and at the Cuban Orlando I asked you a question about apps and infrastructure and I asked you specifically our apps leading the way and showing the infrastructure and you answered no infrastructure as always was a leading indicator to apps but apps seem to have more momentum what is the VMware announcement today how does that shape that that thesis that you mentioned I mean obviously it looks like more enablement at the software level what can you share with it cuz that's real as a great point and what I want to bring that out again yeah yeah and the point I made there was hey you know we know a simple structural hardware guys right we create capabilities and then the apps guys come in and use them inefficiently and poorly but to enable new things a sort of that you know that gap right of capability in the infrastructure that then gets filled in by application vendors and I still believe fundamentally that's the case you don't write apps for infrastructure that doesn't exist yet you can't run an applications business that way so our job is the infrastructure guys is always to create these new gaps these new vacuums for the app guys that come and fill in and I think everything we're seeing is very much that case where all of a sudden there's lots of performance that's easily readily available you know think about how easy it is to deploy a VM today right literally you know if I would have had to go provision things buy some new servers get the port's alakay to get a network reroute you'll build up a new storage infrastructure it might be months for me to allow a major new application to occur literally now a few clicks we what do you see in the VMware announcement today given what you guys are doing in at the app level as the core enabler the disruptive enabler that's gonna really tip that over in terms of the innovation yeah they're anything new there well I think there are two aspects to it you know if you take the redwood the vCloud director and I think it really is this idea being able to rapidly with essentially no cost be able to create new virtual data center infrastructure be able to do it with the security model with policy based capabilities with the provisioning environment in the manager let's go with that is way profound right the second thing is all of all the things about spring right is not just being able to do infrastructure more rapidly it's not just encapsulating existing applications it's also enabling a new developer model for tomorrow's applications as well and that is truly right thrilling to anybody who's doing enterprise application development some of the CIOs we had on we're saying that they actually benched themselves against the cloud service providers do you see those two worlds the cloud service providers and big IT coming together or do you see the cloud service providers always having an edge over a big IT well I think there's an aspect to that that you it's not our job is to make the infrastructure as efficient on both sides of that equation as possible so that an IT guy isn't making the decision based on cost he's making the decision based on business relevant factors you know this is something hey you know I need to guarantee compliance in this application this is a business critical infrastructure element for me I'm gonna run into my infrastructure but I know the cost of doing so is still highly efficient I might Feder a tit with an external service right I might do tests and dev externally and when that's done I might bring it internally I might use Federation of outside compute capacity so that I don't need to build for peak I build for average and I spill over to rent VMs at quarter close or month close I might say boy I want to actually be able to take advantage and federated some of my key customers or channel partners or business partners I'm gonna have and I'd actually be able to them to be able to view me as their service provider right so hey just operate and utilize my applications right as one of my business partners as well and that's really the power of the vision that we're laying out it's not public versus private it's public and private and allow them to be federated together into hybrid services that give you the best of both worlds in a seamless agile manner Pat the M&A activities been hot you did a greenplum acquisition DMC bought cream plum which is a nice acquisition and rate act was very nice come on this is a game-changing acquisition by EMC to the cube we treat our guests nicely so it's hot so the horses are on the track I tweeted that and said hey everyone's out in the track right now the big guys Oracle EMC net AB so talk about what's happening why is the M&A activity so hot is it an indicated the fact that people have to retool faster is it an activity that they're behind is an activity that they need to move faster all of the above what is your view on that and you know what's next in M&A well I think it's a couple of different factors are at work and one is if you show up at my super session later today you know one of my slides is the three views of the cloud right the uber cloud model the Google's Amazon's I'll call it the vertical cloud model HP IBM and then I'll call it the virtual cloud model even seen anywhere right you know and of course you're right we contrast those three and what we're seeing I would say is those business models those industry structures those strategic frameworks are driving the consolidation of all of the medium and small players into one of those pictures so I think you can look at that lens and say everybody is taking M&A acquisitions to better implement and solidify their view of that strategy of these three different views of the cloud so right one is its industry structure that's going on second is you know after the downturn everybody's coming out of it cash rich right you know yeah yo people got money to spend there's a good time to do it right you know in that sense and you know so right there is a clear right earnestness to people saying okay right I can pay dividends I could buy back shares boy that's pretty innovative strategy isn't it right or let's go start you know taking more aggressive steps I think it also indicates that there are only so many exciting assets available right you know good assets that people could take actions on so you know and any buyer and seller market right prices get crazy when there's more buyers than there are three party people who followed your career know that you had Intel you were very Pro ecosystem and we just had some VCS on yesterday top DC's and cloud talking about how hot it is and they're looking for startups not the angel stuff but like real money real real technology talk about the ecosystem that's emerging in the startup community because so there are guys developing new cool stuff that very cloud centric that's yeah new so talk about your view there what you see and what your general opinion is well I think like any these waves there isn't just the wave of what goes on in terms of what the big guys do right there's new university research that's going on as some of that's exciting there's also than the adventure community great and with this wave you know it is so disruptive it changes consumer computing new consumer devices new consumer applications new enterprise infrastructure new enterprise applications and you know all of a sudden we're seeing a new round of dramatic VC activity again and they're not going into you know startups that are building a six and semiconductor sort of I grew up sort of saying let's go build new infrastructure components new applications that live on this new model and virtualization yeah absolutely it's all riding this cloud virtualization trend and you got just a stunning you know 17,000 people at VMworld I have one final question I know you I know you want to get a final question actually let me get my final question first in a new close I'll give you less word so you've been spend a lot of time in New England lately do you like it there you're gonna get a movie stir well we cry you out of here we've taken a second home Oh faster half time and my wife is actually loving this bicoastal a couple weeks a couple weeks there back and forth excellent ball season starting absolutely maybe the Red Sox so we had some readers point out on the blog that the Pat gal singer has the same exact track that Joe Tucci had CEO president CEO anything you want a nice they want you I want to say anything do I have no announcement that's great thanks so much I know you're super busy and coming on the show always thank you guys thanks thanks we right back