>>The cube presents, Dell technologies world brought to you by Dell. >>Hello. Welcome to the cube here at Dell tech world. I'm John furry host of the cube with Dave Alon here with Michael Dell, the CEO of Dell technologies cube alumni comes on every year. We have the cube here. It's been two years. Michael, welcome to the cube. Get to see you. >>Hey, John, Dave, great to be with you guys. Thanks for being here. Wonderful to be back here in Vegas with >>You. Well, great to be in person two years ago, we had the cue with the pandemic a lot's happened. We were talking end to end solutions here at Dell tech world in person two years ago, pandemic hits. Thank God you had all that supply for the, for the people having the remote remote end to work now back in person. What's it look like now with, with Dell tech end to end, the edge is important. What's the story, >>You know, edge is, is the physical world. And if you, if you step back from clouds and, you know, multi-cloud, you sort of think about what is the purpose of a cloud or a data center? Well, it's to take data out of the physical world and move it to this place, to somehow enhance it or do something with it and create business value and hopefully create better outcomes. Well, it turns out that, you know, increasingly a lot of that data is gonna stay in the physical world and all of those nodes are gonna be connected. They're gonna be intelligent and we're seeing it in manufacturing and retail and healthcare, transportation, logistics. We're seeing this rapidly intelligent edge being formed. And then of course, with the new networks, the 5g we're seeing, you know, all, all this develop. And so here on the show floor, we're showing a lot of those solutions, but our customers are, are highly engaged. And certainly we think that's a, a big, a big growth factor for the next decade. >>And it's been ING to watch the transformation of the it world and cloudification and the as service, uh, consumption model, which you guys are putting out there has been very successful, but cloud operations is more prominent now on premises and edge and cloud. So the combination of cloud on-premise and edge hardware matters more now than ever before Silicon advances, um, abstraction layers from modern cloud native applications are what people are focused on. What's the story that you cite to the CIOs saying, we're here to help you with that new architecture cloud multi-cloud on premise and edge. What's the main story for you guys with the customers? >>Well, you know, customers want to go faster, right? And they want to accelerate their transformation. And so they wanna shift more resources over to developers, to applications, to access their data, to create competitive advantage. And so we talk a lot about the value line and what are those things below the value line, where we can provide that as a service on a consumption based model and accelerate their transformation, kind of, you know, do for them what we've done inside our own business. And, you know, it's absolutely resonating. We're seeing great growth there. People continue to, to need the solutions, but as we can automate the management and deployment of infrastructure and make it super easy, it gives them a lot of cycles back. >>You know, Michael, my, the favorite part, my favorite part of your book was you were in, I think you were in his, in his home court, in his dining room at Carl Icahn's house. And you said, well, why don't you just buy the company? And then you'll do what you're doing. I I'll buy it back for cheaper. Now, thankfully, you didn't have to do that. Cuz you had an environment of low interest rates and you obviously took it into the other direction, added tremendous value, 101 billion in revenue last year, 17% revenue growth, which was out astounding. When you think about that, um, now we're entering a new chapter with VMware untethered of course you're the chairman of both companies. So how should we think about the new Dell what's next? >>Well, so look, we, we have some unbelievable core businesses, right? We have our client system business and we've all learned during these last two years, how incredibly important it is to enable and empower your workforce with the right tools in the remote and high hybrid work. And we're showing off all kinds of new innovations here. That's a huge business force continues to grow, continues to be super important. Then we have our ISG, the cloud data center, the network of the future, the edge, you know, the, the sort of epicenter of where we're embracing, consumption based business models. That's absolutely huge. Then we have these new, new businesses that we're building with telco with edge, put it all together. It's a 1.3 trillion Tam that we operate in, as you said, more than a hundred billion dollars last year. So there's plenty of room for us to continue to grow and, and expand. And you know, as we make this shift to outcomes, it's obviously more valuable for customers and that, you know, increases our opportunity, increases the, the value we can create for all our stakeholders. >>And number one, number one, share in PCs, by the way, congratulations, again, hit that milestone. All of our gamer, uh, fans in our discord want to know what's the hottest chips coming. What's the fastest machines. What, how's the monitors coming? They want faster, cheaper. What's the coolest, uh, monitors out there right now and, and machines. >>Well, uh, you know, what what's, what's amazing is the, the pace of innovation continues to improve. So whether it's in the GPU, the CPU, the, the resolution, I I'm pretty partial to our 41, uh, display 11 million pixels of fun. And look, I mean, we, we it's, it's, it's clear that people are more productive when they have large screens and all the performance is enabling photo realistic, uh, you know, uh, gaming and photo realistic, everything. And these are immersive experiences. And, you know, again, uh, what companies have figured out to bring it back to, to, to a little bit of business here, John, is that when you, uh, give people the right tools, they're more productive, they're more engaged and look, people are smart. They know what tools are available. And, you know, uh, the thing that actually is most representative of how a person thinks about the tools they have at their organization is actually the thing that's right in front of 'em. And so, you know, this ability for us to provide a pool set of solutions for organizations to keep their workforce productive, to run their applications and infrastructure securely anywhere they want. That's, that's a winning proposition. >>Michael trust was a big theme of your keynote yesterday. And when you acquired EMC and got VMware, it really changed the dynamic with regard to your ability to, into new parts of organizations. You became a much more strategic supplier. I, I would argue. And now with VMware as a separate company, do you feel like you have built up over the, you know, five or whatever years that muscle memory you kinda earn that trust. So how do you see the customer relationship with that regard to that integration that they, they loved the eco. So system competitors might not have loved it so much, but the customers really did love. In fact, the, the U S a, a gentleman yesterday kind of mentioned that, how do you see it? >>You know, customers, uh, are not as interested in the balance sheet and what you know, where different holdings are, what they, they want things to work together, right? And they want partnerships in ecosystems. And certainly, you know, with VMware, even before the combination, we had a powerful partnership. It obviously solidified in a super special way. And now we have this first and best relationship and I've remained the chairman of VMware and super excited about their future. But our ecosystem is incredibly broad. And you see that here in this show floor, and again, making things work together better and more effectively building these engineered solutions that allow people to very quickly deploy the kind of capabilities they want, whether it's, you know, snowflake now working with the on premise and the edge data and more of these, you know, multi-cloud, uh, eco of systems that are being built. It's not gonna be just one company >>You called the edge a couple years ago. You're really prominent in your, in your speeches. And your keynotes data also is a big theme. You mentioned data now, data engineering seems to be the hottest track of, of, of students graduating with data engineering skills, not data science, data engineering, large scale data as code concepts. So what's your vision now with data, how's that fitting into the solutions and the role of data, obviously data protection with cybersecurity data as code is becoming really part of that next big thing. >>Yeah. I mean, if, if you look at anything that is interesting in the world today, uh, at the center of it is data, right? Whether it's the blockchain or the defi or the AI drug discovery, or the autonomous vehicles or whatever you wanna do, there's data in, in, in the middle of that. And of course with that data, well, you've gotta manage it. You, you need compute engines, right? You need to be able to protect it, secure it. And, you know, that's kind of what we do, and we're not going to create all those solutions, but we are gonna be an enabling layer to allow that data to be accessed no matter, you know, where, where it is. And, and, and of course, you know, leading in storage continues to be a super important part of our business. Number one, larger than number two than number three, number four, combined, and, and most of number five as well, and, and growing share. And, and you saw today, the software defined innovations, allowing that, you know, data layer to exist across the edge, the colos, the OnPrem, and the public clouds >>Throughout a stat yesterday. I can't remember if it was a keynote of the analyst round table, but it was 9 million cell towers. And if I heard, right, you kinda look at those as potential data centers talk about that's >>Right. It it's actually 7 million, but, but probably will be 9 million and not, not too long, I don't have the update, but so yeah, the public clouds all together is about 600 data centers. They're about 7 million cellular base stations in the world. Every single one of those is becoming a, you know, multi access, edge compute node. And what are they putting in there? They're putting many data centers of compute and GPS and storage. And, you know, 5g is not about, uh, connecting people that was 4g and before 5g is about connecting things. And there are way more things than there are people, right? And, uh, you know, this, this, this edge is, is rapidly developing. You'll also have private 5g and you'll have, you know, again, embedded intelligence I believe is gonna be in everything this next decade is going to be about that intelligent, connected future, taking that data, turning it into useful outsides in insights and outcomes. And, you know, lots of new businesses will be existing. Businesses will be transformed and also disrupted. >>Yeah. I mean, I think that's so right on and not to pat ourselves on the back day, but we called that edge distributed computing a couple years ago on the cube. And that's, what's turning into the home with COVID you saw that become a workplace, basically compute center, these compute nodes, tying it together as we, what everyone's talking about right now. So as customers say, okay, I want to keep my operations steady, steady, and secure. How do I glue it together? How do I bring these compute node together? That seems to be the top question on, on top of people's minds. And they want it to be cloud native, which means they want it to run cloud-like and they want to connect these compute node together. That's a big discussion point. What's your view on, >>Well, you know, if you, if you sort of have a, a cloud here, a cloud there cloud everywhere, and you, you know, have lots of different Kubernetes frameworks, uh, and you've got, you know, everything is, is spread out, it's a disaster, right? And, and, and it's, it's a, it's a, it's a real challenge to manage all that. So what people are trying to do is create ruthless standardization. It's like, how do you drive cost out and get speed? It's ruthless standardization create consistent environments where you can operate the across all the different domains that, that you want. And so, uh, you know, this is what we're bringing together in, in, in the capabilities that we're delivering. >>And that chaos is great opportunity for you. Um, how are you feeling about VMware these days, new team, uh, give us the update there. >>Yeah. The team is doing well. You know, I think the tons message is resonating. You know, people want Kubernetes and, and, and container based apps, for sure. That's the main, you know, growth in, in, in, in, in new, in new workloads. Uh, but they also want it to work with what they have. Yeah. And they don't want it to be locked into one particular infrastructure. So software finding everything, making it run in all the public clouds, you know, we've had a great success with VxRail, you know, that, that absolutely continues. We have, uh, 200,000 plus nodes, 15,000 customers and growing, we have edge satellite nodes and we continue to work together in SD wan in software defined networking in VMware cloud foundation, uh, you know, expressed, uh, in, in, in all locations. >>You know, one of the things that we've been seeing with the trend towards, um, future of work, which is a big theme, here is a lot of managed services are popping up where the complexity is so ha high that customers want to manage services. Uh, and also the workforce of it's kind of changing. You got a younger generation coming in, how do you see that future of the workforce? The next level? It's not gonna be like, yesterday's it, it's gonna be distributed computing dashboard based. And then you've got these managed services, you know, need to have the training and expertise maybe to run something at scale. How do, how do you see that connecting? Cuz that seems to be another big trend people are talking about, Hey, it's complex someone manage it for me. And I want ease of views. I want the easy button in it. >>Yeah. Well we we've all been at this a while. So we can remember, you know, the beginnings of converged infrastructure and then hyperconverged, which wasn't that long go. And now we have consumption based business models. These are all along the trajectory of the easy button that you're talking about and customers really thinking about the value line, where are the things that really differentiate and add value for their business. And it's not below the value line in those infrastructure areas are creating that easy button with appliances, with consumption based models and allowing them to deploy the scarce resources. They have to the things that really drive their unique differe. And you know, if you look at our managed services flex on demand, all the sort of ancestors and predecessors of apex, those have been great businesses for us. And now with apex, we're kind of industrializing this and, and making it, you know, at scale for all >>Customers, you know, the three of us, we go back, we, we, our first interactions with you separately, we're in the nine. And then we reconnected in the 2012. I think it was Tarkin Mayer had a little breakout session with CIOs. You brought us to early on a Dell tech world in Austin. And of course it was, >>It was just Dell world. Then Dell >>Four, we had Dell tech, you and then EMC world in 2010 was our first cube. And now that's all come together here in Las Vegas. So, you know, it's been great. Uh, the three of us come together and so really appreciate that. Yeah. >>Awesome. Absolutely awesome. >>Well, you know, really appreciate you guys being here, the wonderful work you do in thank you in, you know, bringing out the, the, the stories and, and showing off and helping us show off the innovations that, you know, our team has been working on. You know, during the past year >>It's been great in conversations and, and on a personal note, it's been great to have, uh, chat with all the top people and your company. Appreciate it. Um, someone told me to ask you this question, I want to ask you, you, we've all seen waves of innovation cycles up and down. We're kind of on one. Now you're seeing an inflection point, this next gen, uh, computing and, and web three cultural shit F with workforces and distributed computing decentralization. You mentioned that DFI earlier, how do you see this wave coming? Cause we've seen cycles come and go.com. Bubble kind of looks the same as the web three NFTs and stuff. Now it seems to be Look different, but how do you see this next wave? Cuz looking back on all the other ones that you you have lived through and you rode >>Well. So, you know, the, the way I see it is is, uh, to some extent, these are like foundational layers that have to be built for the next phase to occur. And if you look at the sort of new companies that are being founded today, and we see a lot of those, you, you, you, you see'em, we invest in a bunch of 'em, you know, they're, they're not going and, and kind of redoing the old foundational layers, they're going deeply into vertical businesses and, and disrupting and adding value on top of those. And I think that's, that's really the, the point of, of technology, right? It's enabling human progress us in, in all fields, it's making us healthier. It's making us safer. It's making us more successful in everything that, that we as humans do. And so all these layers of technology are enabling further progress and I think it's absolutely gonna continue. It's all been super exciting. Yeah. You know, so far for the first several decades, but as I, as I believe it, it's, it's just a pre-game show. >>And it's clear your strategy is, is, is really building that foundation of a layer, hardening it, but making it flexible enough, anybody read your book, you're a technology, visionary. A lot of people put you in a, you know, finance bucket, but you can, you can see that you can connect the dots. And that's what you're doing with your foundation of layers. You that's where you're making the bets, isn't it? Uh, you don't can't predict the future. You've said that many times, but you can sort of see where it's going and be prepared for >>It. Well, you, you, you know, you think about any company in, in the industry or any public sector organization, right? Uh, they're, they're, they're wanting to evolve more quickly and transform more quick, more quickly. Right. And we can give them an infrastructure or set of tools, a set of capabilities to help them go faster. >>Yeah. And the other one thing in the eighties, when you started Dell and we were in college, there was no open source really then if look at the growth of open source, talk about those layers, open source, better Silicon GPS, faster, cheap >>More now and now we even have, uh, open source instruction sets for processors. So I mean the whole world's changing. It's exciting. You have people around the world working together. I mean, when you see our development teams, uh, whether they're in Israel or Ireland or Bangalore or Singapore, Hopton Austin, Silicon valley, you know, Taiwan, they're, they're all, they're all collaborating together and, you know, driving, driving innovation and, and, and our business is not that dissimilar from our customers >>Like great to have you in the queue. Great. To have a physical event. People are excited. I'm talking to people, Hey, haven't been back in Vegas in two years. Thanks for having this event. Great to see you. Thanks for coming on the cube. >>Absolutely. Thank you guys. >>Michael Dell here in the cube CEO of Dell technologies. I'm John far, Dave Volante. We'll be right back, more live coverage here at Dell tech world.

from Seattle Washington extracting the signal from the noise it's the cube on the ground at OpenStack days Seattle 2015 now here's your host John furrier hello and welcome to Seattle this is a special Q presentation cube on the ground OTG we call it on the ground we go out to the event and talk to all the thought leader I'm John far with the QNX arendelle with SolidFire also the famous cloudcast podcast great to see you again I know good to see John cloudcast is a hot podcast all the thought leaders are listening customers are listening guys are really the signal out there on cloud and also SolidFire growing yes all flash storage you gotta kick in some but they're always keeping tabs on you guys new approach the cloud what's going on with cloud give us the update of OpenStack what's the bottom line I mean is it failing is it winning is it growing is it stalled what do we expect to see ya know so it's at an interesting point because it absolutely is growing but it still has some operational challenges that's the number one thing we're seeing right now is actually just talking to some folks in the hall of common theme is you're still trying to figure how to upgrade it easily still figuring how to operate it easily right and the gentleman from canonical made that made the the reference you know ketchup right everyone has the in green stuff in your kitchen but no one makes their ketchup right and I thought that was fantastic because it's you know everyone's kind of looking for that easy button and it's starting to show up you know you've got you the blue box folks you've got the platform nine folks you've got some interesting startups actually coming into the OpenStack space which shows us there is some definitely some innovation and some new things going on but it's because of the challenges we faced until now the question is the ketchup good I mean is that last ingredient going to make it so that it's not too watery I mean is Cooper Nettie's is containers so truly is it good ketchup and yeah what's the next was the key ingredient well yeah and that's that's a fantastic point because we are at this inflection point where OpenStack was a necessary next that without a doubt we had to get that first step into cloud native applications had to do it but where we're going with Mesa sand cabrion at ease with mesa con going on down the street is that the true next evolution is it like the OpenStack Murano project where you're kind of getting containers built into OpenStack we'll have to wait and see because that anytime you talk to burn a DS anytime you talk Mesa that's is so cutting edge so at this point I'm still Silicon Valley home so OpenStack obviously meme of a sec being dead is kind of falls we saw some things happen last year so it opens dec sv some people aren't going to be there this year that were there last year yes either went out of business or executives have left but yet a lot of dynamics going on palma risks is stepping down as CEO of cloud pivotal cloud foundry cleans 100 million dollars in revenue leather to see those books but but the question now see amazon is doing their thing and but it's really a dynamic market right now so so it's there yes the question is who's doing what in revenue what's the numbers is it all professional surgery and cloud found your hundred million that's a huge number i just is that all professional services do they actually selling product yeah and that's a fantastic moment because the m the cloud cast we saw this consolidation coming for a long time we really started covering OpenStack about four years ago and we were just waiting for at some point you know when we first started there was 15 plus startups in the OpenStack space and there just wasn't enough customers there there wasn't enough revenue there and you just saw this natural consolidation come to a head last year and yeah some are no longer here a lot of them were sucked up into the various vendors and what you're seeing now is especially at the OpenStack summits and like these events here you have a much more mature ecosystem it's almost like the new legacy of you know all of these vendors are there they're all mature they're trying to play in this space they're trying to make money off of it and time will tell and then it's an evolution anybody brought to point you right over the easy button what is that easy button now is it just deployment in a box is it like just give me prefabricated OpenStack is it tooling is it management we're hearing a lot of different things yeah and I think time will tell but I do think the preference we're seeing in our customers is definitely moving towards that easy button as a service if you will of some of those companies where the operations have open stack because it hasn't gotten easier at the same level of the adoption people are looking to what is that next step if the operations were to get easier i don't think we'd see that market be as popular as it is right now is it is the market still in early adopter that's the thing that's on my mind has it crossed over yet I think it has I think we're at least in OpenStack context where we're beyond early adopter phase there is a lot of folks out there using it but what's interesting is is to kind of go back around to the previous question a little bit the district's taken off like I think they probably should have most of the large customers I've seen are still roll your own and it is still that staff of Engineers really keeping up and running and again because the what was the value-added the distributions we're starting to see the Red Hat distribution get a you know to that point where we're getting good adoption of that we're seeing the marantis one with all the fuel work they're doing we're getting good adoption with that so the question on adoption is it's either not Oh people aren't aware of it or the product sucks so is it mix of both is it awareness issue or is it a product issue oh that's a great question i think it's a it's a question of differentiation I don't know that it's differentiated enough at this point in time it's it's you know if you go build your own versus you farm it out if you will completely big differences right but it's almost like shades who could be fear yeah it could be a third dimension you could absolutely be fear well that's the thing you've been the issue solution of operators we hear a lot of an operator so the question is if I'm an engineering team I might want to have my tire kickers go through the motions and that's not necessary approval con so that's just core competency building so that fear could be an issue of cork opera so maybe they're aware of it maybe the products decent maybe it's just that their team's not core enough to do that yeah when it comes to the folks in house um yeah again going back to the easy button what we really need in the opposite community is that POC in a box and that's probably there today don't get me wrong but but everyone sees that POC in a box but then they're afraid of does that mean can I scale it out to 100 nodes a thousand nodes and will it be as easy and it's almost gotten a reputation now of know and and so how do we get it to grow to 100 notes thousand nodes whatever you want and do the business value out of I don't need a big staff of people and how do I get you know the underlying infrastructure to be simpler at the end of the day a little cloud cast we got going on here I mean I think in my opinion my opinion I think it's just a matter of the customers having the ability to execute and have the total cost of ownership equation nailed I think there's still this gray area of there's no straight and narrow on on the execution what's my cost i'm gonna be locked into that vendor what's going to be the lock-in oh my god yeah the shark fin the iceberg whatever metaphor you want to use yes no is that reading is their visibility on the ownership side because downstream what's the impact well it what's interesting there too is the biggest thing I'm seeing is for again from an operation standpoint how do we make this as simple as possible because what happens is you have this weird convoluted thing if you have the whole legacy apps versus cloud native apps and you take that put it aside for a second rank if we take that and put it aside well what what do they really want doesn't matter what kind of app it is well the developers want API driven infrastructure you can call it cloud but the end of the day it's it's an infrastructure that's driven by api's and then as simple as possible you know being able to really guarantee the uptime guarantee the performance and that's where OpenStack at times it gets a bad rap I don't and I'm not even necessarily agreeing with that might not even be worthy of a bad rap in that agreed absolutely because there are known customers out there that are doing it and doing it very well but again is how do you get beyond that room well Stu miniman I'm Wikibon and Brian Grace Lee and now Wikibon and and I Robin conversation about this and I think Dave vellante even chimed in and we were debating was up across the board different opinions yes what the hell is cloud native app mean you know is it is amazonas cloudy of course they're cloud Facebook a cloud native app okay but what does that mean for enterprises that mean that the app was built for just API so to me it just doesn't seen it's been a lot of there's not a lot of cloud native apps out there right now or are now what is a cloud yeah and and it's a fantastic question and my opinion have always been you know there's there was this kind of trend in the industry how do I take these legacy apps and make them cloud native well the simple answer is you don't the way I look at it is it's really more of like a star of the old build the new mentality you you want to maintain those legacy systems but the same time as those kind of age off the books if you will you're going to have to build a new infrastructure so if you're going to build new infrastructure you might as well build it the new way but that has to happen over time that is not something that happens you know most businesses out there today they don't do technology for the sake of technology there has to be a business reason and a business driver if that legacy app is still out there making them money they're going to keep using I not untrue to your point it's you cloud native is the future the soil asked of you know yeah yield some fruit on that tree if you will so that's going to take some time exactly so so you know I very much see this as a longer tail that most people would like without a doubt it is just a matter of how are we going to get their long-term and yeah there's lots of terminology and the cloud native and what does that mean big picture and architectural II that's all solved it's getting the businesses to rewrite the apps and really give them Aaron we're in Seattle right now on the ground so quickly describe to the folks out there what's the vibe here what's it like a Seattle it's been it is so it's been interesting I've been in here since tuesday now and i've done lenox con cloudstack day OpenStack day and mesa con all in the in three days now so it's what did you learn yeah it's been a world in 30-second I know yeah so it the biggest thing is there is still a lot of confusion in yes people are starting to get legacy versus cloud native but when it comes to which technologies do i use why would i use them what are the actual business drivers to actually go adopt some of these new technologies massive amounts of confusion around that and that's probably the biggest reason for you know trying to get knowledge out in the industry without a doubt okay we are OTG on the ground this is the cube in Seattle I'm John for thanks for watching and all the coverage here at OpenStack innovation day thanks for watching

I see a number of hands in in Orlando so it will come over there right there yeah I John far is SiliconANGLE thanks for having us again guys appreciate it one of the things and that last question was some of my question about the database and one of things we're finding here in the cube this week is extracting out that there's a misconception and it's not just a database on us there's more to it so the question is and the other thing that we found out is it's not just for large SI p companies that have your stuff it's maybe new business opportunities so can you guys elaborate on those new business opportunities may be getting competitive displacements around say Oracle or and then just greenfield new opportunities because analytics is capturing the world by storm big data is is mainstream you guys have been kind of hiding behind that not putting that out forward enough in my opinion but want to get your take on new opportunities so I think that's a great question and I think the biggest misperception at the beginning was that Hannah is for AP stuff and you just mentioned that as well the first customers using Hana we're using Hannah for data that would never go in an essay p system like DNA data in healthcare or seismic data and oil and gas exploration this is not typical erp stuff and how to proved its value and and these examples we have we have customers who proved a hundred thousand times faster response times on Hannah they are all in the category of non SI p big problems to solve now solvable and i see three applications for this there is the traditional SI p where we can radically accelerate and reduce costs of ownership at the same time then you have these optimization opportunities which is all about business predictive analytics big data and then i think there's a third category chiz about solving problems that so far were unsolvable and we are pursuing all three of them so you're right Hannah is much more than a database I try to argue it's a unified next generation platform for business and can do all these three things yesterday my keynote I had a company by name under armour on the panel and he went from 281 million to you know a few billion because he could expand on a common platform globally and when he adds new categories of business it simply snaps on to a common platform and everybody knows what to do in its scales I had a meeting with the CEO yesterday and this is a very common conversation he grew his business by acquisition and now he's got a Federation of a whole bunch of companies and he feels like a holding company what he wants to do is consolidate these businesses onto a common platform he won't do it overnight because you can't shut down businesses but the vision over the next few years is consolidate everything onto one common SI p platform and take all the databases out and standardize everything on Hana because he loves the vision of not just transactional information that's great but it's the wisdom of the crowds that he's going to get from social and the predictive analytics that's built right into Hana so now he's got a real time business he can get it on a common platform everybody will have a common mobile architecture and the vision is to put it into the Hana Enterprise Cloud and let s ap run it that is a very common conversation that we're having right now and they're very disillusioned out there by the alternatives because they may you know have been best to breed in their day but now they figured out years later they may be best but they never breed it the mclaren story is similar right they start with the business we'd they're running their company but then we do a Formula One Hana based app that's not a typical enterprise application it takes data from 140 sensors on the car and gives you the ability to change outcomes during a one and a half hour race now for that you need real-time pneus and and and the decision they made now is to say okay I'm running my business on SI p a Formula One car changes its bill a material in average every 20 minutes that's how fast they change the engineering of every car otherwise they cannot keep up with competition and so you run that complexity on ASAP on Hannah and now you just extend that Hannah to include all this other data from the cars and you build new apps on top that solve different problems one platform all problems solved for company and by the way they brought that into the Hana Enterprise Cloud right because they don't want to deal with infrastructure they want to deal with cars and competition in Formula One races