>> Announcer: Live from Atlanta, Georgia, it's theCUBE, covering IFS World Conference 2018 brought to you by IFS. >> Welcome back to theCUBE's live coverage of IFS World Conference 2018, here in Atlanta, Georgia. I'm your host, Rebecca Knight. We have a three panel guest with us today. We have Eric Schaeffer, the Senior Managing Director of Accenture, Paul Maher, GM Industry Experiences at Microsoft, and Yasushi Yagyu, Assistant Manager at NEC Corporation. Thank you so much for joining me. >> Guests: Thank you. >> So you're on this panel because you are all platinum sponsors and close partners of IFS. We've heard a lot today about IFS's passion for customers. It's a customer-centric, customer-focused company. I'd love to hear from you, your experiences as being partners with IFS. If you could describe a little bit about what you've experienced. I'm going to start with you. >> Thanks, Rebecca. I think, we've been, Accenture and IFS have been partners for many many years, and what I've appreciated in the relationship is the customer focus, but really the focus on delivering value to both IFS and Accenture customers. It's a value-driven approach, very industry specific. So understanding the industry issues, leveraging IFS products and solution to best meet these, having Accenture come in and help tailor the solution to the industry imperatives, and also leveraging digital technologies and combining these with the IFS foundation, which I think was a key term used this morning. >> Yeah, I mean so... Microsoft and IFS have had a very long and prosperous partnership over the last 20 years or so. What's great here, from the keynote this morning is obviously the announcement of IFS Applications 10. And so Microsoft obviously, being a Cloud provider, we've most recently been working very closely with IFS on their move to the Cloud and moving their solutions to the Cloud. So you know, this thing called digital transformation is really, sort of the boss and it's great to see, you know, as you had probably this morning in the keynote, you know, really disruption is really driving new innovation and so we're really glad to partner with IFS in response to that disruption, thinking about Cloud and bringing the IFS Solutions to the Cloud, and really delivering innovation to really address the digital transformation needs of industry. >> And I'd love to talk about you, Yasushi, about innovation. I mean, I ask all of you, but this is a company that really is known for having a history of innovation. How do you come together and collaborate and come up with new creative solutions? >> Uh huh. For example, we have independently, we have AI engine. Namely HML is our engine. And our customer has already implemented that kind of AI solution to predict the demand forecast. And then... Our solution is connect to the IFS Production Control Module, or master schedule module. And then, now our AI can generate forecast data and send it to the master schedule module. >> I know that Accenture has innovation centers around the world. Can you talk a little bit about how you innovate with IFS? >> Well, so we have four innovation centers across the world. We have one in Detroit, one in Munich, Shanghai, and Tokyo. And what we do with IFS is look at industry use cases. And then by combining IFS solutions, plus some of the digital assets, which are proprietary to Accenture, combining the two to deliver new levels of efficiency. And so helping out clients, walking through these innovation centers, they get the "Wow" moment where they see how IFS plus Accenture combined can deliver more value and unlock the value which is trapped in their enterprise. >> Can you talk a little bit about that "Wow" factor? I mean, what are sort of... What are a lot of the challenges that your clients are facing, that you're partnership with IFS has helped them solve? >> Well, many of our clients and I think the term digital transformation of industry was mentioned, it is how is digital transforming the industry. I think the question is not the why. Everybody's convinced and has understood that it is happening. The question is more of the how to. And this is where the combination of IFS plus Accenture really focusing on the how to, how to leverage these technologies on very pragmatic use cases, demand forecasting we heard. It's all about artificial intelligence and visual and computer vision for visual quality inspections, analytics on the shop floor. So it's working with IFS and our clients, the team of three, to identify these use cases and see how to leverage digital to respond and provide a solution. >> At Microsoft, what kind of benefits have you seen with some of the IFS products? >> Yeah, I mean so, from a Microsoft perspective, of course, you know, we are the vendor, the technology vendor. Most recently we've been working very closely with IFS around the move to the Cloud. So I mean, certainly as I think about the partnership that we've had, it really is multi-faceted in terms of, of course we work very closely around how do we think about driving new opportunities and sales motions. And IFS is one of our highest ranked managed partners so we partner very closely there. But suddenly if I was to focus on the technology innovation perspective, what we're really excited about is really that digital disruption and using the new IFS applications, in particular, IFS Applications 10 that's been announced at the conference, working in partnership there to really look to see how do we start to move the needle and move new customers to really achieve to their digital transformation needs and demands, in partnership with the IFS solution running on the Microsoft digital Cloud. >> What are some of the most exciting new features in IFS 10 that you're most excited about? >> Yeah, I mean you mentioned before about the buzz words and the on-trend technologies and I'll kind of quote the keynote this morning, but what really excites me and excites our joint customers, IFS and Microsoft, is things like artificial intelligence, so what that can do around things like machine learning, cognitive services, things like IoT and making that a reality, so thinking about things like predictive maintenance and really being able to integrate the IFS solutions on the Microsoft digital platform, leveraging IoT to really help in those sort of scenarios is great. And then, really super excited about some of the new innovation opportunities. So thinking about things like block chain and what that can do, as you think about the broader opportunity around supply chain and payments and so on. So I think that closer together of the platform but also we've had such a close partnership with IFS, so thinking about really sort of a business problem-led approach, followed by how can the technology and innovation help our joint customers, I think is really helping us as we're looking to innovate in the world of digital transformation. >> And I know that NEC has recently come out with an announcement about AI and heterogeneous, mixed learning technology. Can you tell our viewers a little bit more about that, Yasushi? >> Yes, we have an engine, engine model. And our customer has implemented that kind of AI solution to demand forecast or machine failure prediction operations. And some of our AI solutions do collaborate with IFS predictions. For example, at NEC booth we can demonstrate our demand forecast solution. And information from each product comes from IFS master schedule or inventory transaction as input data into AI engine. And then AI generates forecast data automatically and sends it back to that module, yeah. >> So here, IFS, we've heard a lot today too, about the metrics, how it measures its success, and we've heard that it has very high NPS score, its Gartner Insights score is far above competitors, and yet it is kind of this best kept secret in the industry. What would your advice be to IFS in terms of getting the word out about its products? >> Yeah, I mean I think everyone's looking for opportunities to further their market share and drive that new innovation and sales pipeline. I think the best guidance I would give is that IFS really is a first-class company and has first-class products. I think it's continued to innovate and be true to the core and you know, just work with partners like good friends here to really get the word out. But it's really not about doing unnatural acts. I think it's really about building an empathy and understanding of what's needed in the industry and I think the story telling and brand awareness will grow. And I think, from what I was hearing this morning, I mean the conference even this year has already grown by 20 percent, so I think you'll see those sort of leading integrators of the word getting out and the brand profile out there. So I think it's a cautious approach, a strategic approach by using partners and not doing unnatural things. Let the innovation that's happening at IFS and with those partnerships, almost do the story telling and the brand awareness, and just be true to the competency and listen to the customers. >> Well when you think ahead at what we're going to be thinking about and talking about at WoCo 2019, 2020, what are sort of the big trends that you see? I mean we've hit a lot of the buzz words with AI and machine learning. What else do you see on the horizon? What's keeping you up at night or are you thinking about? >> Well what I do see is that, so we mentioned all these digital technologies, they will force manufacturers, I believe, to completely reinvent their products and services. And so the products of tomorrow will be with a lot of AI, a lot of digital technologies inside of products, also outside of the products. So products will be very different from today. And so you can easily imagine that the way you engineer, the way you manufacture, the way you support these products, will also be completely different. So I think next year, 2019, will be a lot about how digital is reinventing the products and services of the manufacturers. >> Right, we keep thinking about how it's reinventing our workforce and changing the way we're doing things, but it's actually going to be reinventing what's coming out, too, of these processes. >> Yeah I mean, you've touched upon some of the buzz words. I think it's also the maturity of the technologies. So I mean, I think that's certainly what excites me, is that the maturity and the capabilities has grown. So things like machine learning isn't necessarily new but with breakthroughs around the algorithms, that's kind of bringing the pragmatic reality of it being able to drive the innovation needed, you know? Capabilities such as the Cloud is providing that ability to scale up, scale down, the ability to provide processing power that wasn't there, previously possible in their price-performance way. So I think it's great to focus on some of the shiny things that are coming up, but I think it's also important to look at saying the things that are of yesterday isn't that far off, it's the maturity that they're reaching and so it's really making sure that they are taken advantage of and really taking that pragmatic approach of, it's got to be business-led versus technology-led, bringing that innovation into industry. >> Yasushi, do you see any big trends on the horizon that you're thinking about at NEC? >> I'm sorry? >> Big technology trends? Things that you're thinking about, maybe you're worried about, concerned about? >> Ah yes, I think IoT technology is helping reach to early maturity stage already. And at this rate, many users successfully gather, collect biased kind of data and revitalize the data to improve actual business operations. As a next step, I believe AI technologies will be widely applied for demand forecasting or that kind of failure prediction and that case of success in each industry will become solution models or templates, which will accelerate the progress of AI introduction. >> Great, well thank you so much. I really appreciate Yasushi, Eric, Paul, I really appreciate your time. It's been a great conversation. >> Thank you. >> We will have more from IFS WoCo 2018 just after this. (upbeat electronic music)

(inspirational music) >> The history of high performance computing is unique and storied. You know, it's generally accepted that the first true supercomputer was shipped in the mid 1960s by Controlled Data Corporations, CDC, designed by an engineering team led by Seymour Cray, the father of Supercomputing. He left CDC in the 70's to start his own company, of course, carrying his own name. Now that company Cray, became the market leader in the 70's and the 80's, and then the decade of the 80's saw attempts to bring new designs, such as massively parallel systems, to reach new heights of performance and efficiency. Supercomputing design was one of the most challenging fields, and a number of really brilliant engineers became kind of quasi-famous in their little industry. In addition to Cray himself, Steve Chen, who worked for Cray, then went out to start his own companies. Danny Hillis, of Thinking Machines. Steve Frank of Kendall Square Research. Steve Wallach tried to build a mini supercomputer at Convex. These new entrants, they all failed, for the most part because the market at the time just wasn't really large enough and the economics of these systems really weren't that attractive. Now, the late 80's and the 90's saw big Japanese companies like NEC and Fujitsu entering the fray and governments around the world began to invest heavily in these systems to solve societal problems and make their nations more competitive. And as we entered the 21st century, we saw the coming of petascale computing, with China actually cracking the top 100 list of high performance computing. And today, we're now entering the exascale era, with systems that can complete a billion, billion calculations per second, or 10 to the 18th power. Astounding. And today, the high performance computing market generates north of $30 billion annually and is growing in the high single digits. Supercomputers solve the world's hardest problems in things like simulation, life sciences, weather, energy exploration, aerospace, astronomy, automotive industries, and many other high value examples. And supercomputers are expensive. You know, the highest performing supercomputers used to cost tens of millions of dollars, maybe $30 million. And we've seen that steadily rise to over $200 million. And today we're even seeing systems that cost more than half a billion dollars, even into the low billions when you include all the surrounding data center infrastructure and cooling required. The US, China, Japan, and EU countries, as well as the UK, are all investing heavily to keep their countries competitive, and no price seems to be too high. Now, there are five mega trends going on in HPC today, in addition to this massive rising cost that we just talked about. One, systems are becoming more distributed and less monolithic. The second is the power of these systems is increasing dramatically, both in terms of processor performance and energy consumption. The x86 today dominates processor shipments, it's going to probably continue to do so. Power has some presence, but ARM is growing very rapidly. Nvidia with GPUs is becoming a major player with AI coming in, we'll talk about that in a minute. And both the EU and China are developing their own processors. We're seeing massive densities with hundreds of thousands of cores that are being liquid-cooled with novel phase change technology. The third big trend is AI, which of course is still in the early stages, but it's being combined with ever larger and massive, massive data sets to attack new problems and accelerate research in dozens of industries. Now, the fourth big trend, HPC in the cloud reached critical mass at the end of the last decade. And all of the major hyperscalers are providing HPE, HPC as a service capability. Now finally, quantum computing is often talked about and predicted to become more stable by the end of the decade and crack new dimensions in computing. The EU has even announced a hybrid QC, with the goal of having a stable system in the second half of this decade, most likely around 2027, 2028. Welcome to theCUBE's preview of SC22, the big supercomputing show which takes place the week of November 13th in Dallas. theCUBE is going to be there. Dave Nicholson will be one of the co-hosts and joins me now to talk about trends in HPC and what to look for at the show. Dave, welcome, good to see you. >> Hey, good to see you too, Dave. >> Oh, you heard my narrative up front Dave. You got a technical background, CTO chops, what did I miss? What are the major trends that you're seeing? >> I don't think you really- You didn't miss anything, I think it's just a question of double-clicking on some of the things that you brought up. You know, if you look back historically, supercomputing was sort of relegated to things like weather prediction and nuclear weapons modeling. And these systems would live in places like Lawrence Livermore Labs or Los Alamos. Today, that requirement for cutting edge, leading edge, highest performing supercompute technology is bleeding into the enterprise, driven by AI and ML, artificial intelligence and machine learning. So when we think about the conversations we're going to have and the coverage we're going to do of the SC22 event, a lot of it is going to be looking under the covers and seeing what kind of architectural things contribute to these capabilities moving forward, and asking a whole bunch of questions. >> Yeah, so there's this sort of theory that the world is moving toward this connectivity beyond compute-centricity to connectivity-centric. We've talked about that, you and I, in the past. Is that a factor in the HPC world? How is it impacting, you know, supercomputing design? >> Well, so if you're designing an island that is, you know, tip of this spear, doesn't have to offer any level of interoperability or compatibility with anything else in the compute world, then connectivity is important simply from a speeds and feeds perspective. You know, lowest latency connectivity between nodes and things like that. But as we sort of democratize supercomputing, to a degree, as it moves from solely the purview of academia into truly ubiquitous architecture leverage by enterprises, you start asking the question, "Hey, wouldn't it be kind of cool if we could have this hooked up into our ethernet networks?" And so, that's a whole interesting subject to explore because with things like RDMA over converged ethernet, you now have the ability to have these supercomputing capabilities directly accessible by enterprise computing. So that level of detail, opening up the box of looking at the Nix, or the storage cards that are in the box, is actually critically important. And as an old-school hardware knuckle-dragger myself, I am super excited to see what the cutting edge holds right now. >> Yeah, when you look at the SC22 website, I mean, they're covering all kinds of different areas. They got, you know, parallel clustered systems, AI, storage, you know, servers, system software, application software, security. I mean, wireless HPC is no longer this niche. It really touches virtually every industry, and most industries anyway, and is really driving new advancements in society and research, solving some of the world's hardest problems. So what are some of the topics that you want to cover at SC22? >> Well, I kind of, I touched on some of them. I really want to ask people questions about this idea of HPC moving from just academia into the enterprise. And the question of, does that mean that there are architectural concerns that people have that might not be the same as the concerns that someone in academia or in a lab environment would have? And by the way, just like, little historical context, I can't help it. I just went through the upgrade from iPhone 12 to iPhone 14. This has got one terabyte of storage in it. One terabyte of storage. In 1997, I helped build a one terabyte NAS system that a government defense contractor purchased for almost $2 million. $2 million! This was, I don't even know, it was $9.99 a month extra on my cell phone bill. We had a team of seven people who were going to manage that one terabyte of storage. So, similarly, when we talk about just where are we from a supercompute resource perspective, if you consider it historically, it's absolutely insane. I'm going to be asking people about, of course, what's going on today, but also the near future. You know, what can we expect? What is the sort of singularity that needs to occur where natural language processing across all of the world's languages exists in a perfect way? You know, do we have the compute power now? What's the interface between software and hardware? But really, this is going to be an opportunity that is a little bit unique in terms of the things that we typically cover, because this is a lot about cracking open the box, the server box, and looking at what's inside and carefully considering all of the components. >> You know, Dave, I'm looking at the exhibitor floor. It's like, everybody is here. NASA, Microsoft, IBM, Dell, Intel, HPE, AWS, all the hyperscale guys, Weka IO, Pure Storage, companies I've never heard of. It's just, hundreds and hundreds of exhibitors, Nvidia, Oracle, Penguin Solutions, I mean, just on and on and on. Google, of course, has a presence there, theCUBE has a major presence. We got a 20 x 20 booth. So, it's really, as I say, to your point, HPC is going mainstream. You know, I think a lot of times, we think of HPC supercomputing as this just sort of, off in the eclectic, far off corner, but it really, when you think about big data, when you think about AI, a lot of the advancements that occur in HPC will trickle through and go mainstream in commercial environments. And I suspect that's why there are so many companies here that are really relevant to the commercial market as well. >> Yeah, this is like the Formula 1 of computing. So if you're a Motorsports nerd, you know that F1 is the pinnacle of the sport. SC22, this is where everybody wants to be. Another little historical reference that comes to mind, there was a time in, I think, the early 2000's when Unisys partnered with Intel and Microsoft to come up with, I think it was the ES7000, which was supposed to be the mainframe, the sort of Intel mainframe. It was an early attempt to use... And I don't say this in a derogatory way, commodity resources to create something really, really powerful. Here we are 20 years later, and we are absolutely smack in the middle of that. You mentioned the focus on x86 architecture, but all of the other components that the silicon manufacturers bring to bear, companies like Broadcom, Nvidia, et al, they're all contributing components to this mix in addition to, of course, the microprocessor folks like AMD and Intel and others. So yeah, this is big-time nerd fest. Lots of academics will still be there. The supercomputing.org, this loose affiliation that's been running these SC events for years. They have a major focus, major hooks into academia. They're bringing in legit computer scientists to this event. This is all cutting edge stuff. >> Yeah. So like you said, it's going to be kind of, a lot of techies there, very technical computing, of course, audience. At the same time, we expect that there's going to be a fair amount, as they say, of crossover. And so, I'm excited to see what the coverage looks like. Yourself, John Furrier, Savannah, I think even Paul Gillin is going to attend the show, because I believe we're going to be there three days. So, you know, we're doing a lot of editorial. Dell is an anchor sponsor, so we really appreciate them providing funding so we can have this community event and bring people on. So, if you are interested- >> Dave, Dave, I just have- Just something on that point. I think that's indicative of where this world is moving when you have Dell so directly involved in something like this, it's an indication that this is moving out of just the realm of academia and moving in the direction of enterprise. Because as we know, they tend to ruthlessly drive down the cost of things. And so I think that's an interesting indication right there. >> Yeah, as do the cloud guys. So again, this is mainstream. So if you're interested, if you got something interesting to talk about, if you have market research, you're an analyst, you're an influencer in this community, you've got technical chops, maybe you've got an interesting startup, you can contact David, david.nicholson@siliconangle.com. John Furrier is john@siliconangle.com. david.vellante@siliconangle.com. I'd be happy to listen to your pitch and see if we can fit you onto the program. So, really excited. It's the week of November 13th. I think November 13th is a Sunday, so I believe David will be broadcasting Tuesday, Wednesday, Thursday. Really excited. Give you the last word here, Dave. >> No, I just, I'm not embarrassed to admit that I'm really, really excited about this. It's cutting edge stuff and I'm really going to be exploring this question of where does it fit in the world of AI and ML? I think that's really going to be the center of what I'm really seeking to understand when I'm there. >> All right, Dave Nicholson. Thanks for your time. theCUBE at SC22. Don't miss it. Go to thecube.net, go to siliconangle.com for all the news. This is Dave Vellante for theCUBE and for Dave Nicholson. Thanks for watching. And we'll see you in Dallas. (inquisitive music)

>>Hi, everyone. Welcome to the cubes coverage of Avis reinvent 2021 we're onsite in person. It's a virtual event, also hybrid events. I'm Jennifer and my host, David Dante ninth year, Dave, we've been doing Avis reinvent the cube and it's 11th season. We've seen a lot. Yeah, I'll say. >>And the show is pretty packed, John. I mean, I think it's surprised some folks over 25,000 people here. I mean, obviously a lot of sponsors, but >>Customers to a bad event for AWS in terms of attendance is like record-breaking for any other company, people are standing in line for sessions. It's definitely happening. People are here to learn. They're not just all employees. So definitely a successful event in person as well in the live stream. But so much news to talk about. Andy Jassy is now the CEO of Amazon. That's the top story Adam's Lipsky's taking over as CEO of AWS time, Amazonian who left Amazon to take the CEO job of Tableau sold that company to Salesforce under mark Benioff. Now back to take the helm from Andy Jassy and quite the pressure cooker here as he takes the stage, a lot of people are asking, is will he do well? Will he fumble on stage? Will he do the right things? And does he have what it takes to take the cloud to the next generation with AWS as their number one clear far and away, then the second competitor in Microsoft and then a look distant third and Google. So Amazon's are under a ton of competitive pressure. At least from an industry standpoint, everyone's still trying to catch up. It's the same theme, Dave, every year Amazon is out front and the lead just gets extended and extended. And again, here, no exception. Well, the Uber >>Of course there's you mentioned is Andy Jassy is now taking over a CEO of Amazon. And you know, history would suggest that a lot of times that companies falter when there's a CEO transition, but it feels like it's different this time. Andy Jassy was here since the beginning launched AWS versus a profit engine of Amazon brought back Adam sill Lipski who has a deep understand. He's not as technical as Andy, but obviously as a deep understanding of the business, yeah, he was comfortable up in the keynote. It wasn't John, a typical firehose of announcements. Even those, a lot of announcements, they didn't shove them down our throat and they didn't in the analyst session as well. Usually in the analyst session, it's hours and hours and hours of firehose Kool-Aid injection, not this year. Why do you think that is, is that a COVID thing? Is that a change in now? >>I think Adam's Leschi wants to be his own guy. As, as leader here, a lot of things were eliminated from the keynote that Andy Jasmine did, for instance, Andy Jesse loves music. So we always had the music walk up music like you see in sports, uh, which is very cool. That's an Andy Jassy kind of tweak. Andy is all about announcements and he was just, uh, pushing the envelope. Adam was much more laid back. He sees, I think, more of a holistic picture being more of an app guy being more of a data guy, less of a, I would say under the covers nerd like Jassy was, Andy was very deep on, on a lot of the tech stuff as is Adam. But I think Andy a little bit more proactive on that. So Adam was very much more about the impact of 80 of us culturally, as a society, as a company and kind of brought in this kind of think different apple vibe, which is, you know, the people who are Pathfinders, um, as he takes that Jassy kind of, um, approach of leaders, but be a builder, be a change agent, be a game changer. >>Adam took it to another level by saying, Hey, it's okay to be a Pathfinder because it's net new disruption with the cloud. And I think that's the story that I see coming out of this where, uh, in talking to Adam one-on-one Amazon absolutely has a secret weapon in it's chips, custom Silicon. They're absolutely crushing it with how they're thinking about SAS and platforms and they have a huge ecosystem. And I think at the end of the day, and we talked about this in our story on Silicon angle, Amazon could actually wipe out Microsoft. And I think Microsoft's core competitive advantage has always been their ecosystem and their developers. I think right now in the next few years, if Microsoft doesn't match Amazon, they will be decimated anyway, you know? >>Yeah, hold on. Okay. Amazon's not going to wipe out Microsoft. Microsoft has too much of a cash cow. Look at the hanging on to windows. Couldn't, you know, the mistake and missing mobile event initially missing the cloud. Didn't wipe out Microsoft. So they've just got too much of a software cashflow. That's not gonna happen maybe a little bit over the top. >>I thought, but Microsoft has done a great job and it's not going to tell it to kind of stay in the game and do more. But if you look at the major inflection points, Dave where's digital equipment corporation, where's prime computer. Well, >>I think this is the point is again, history would show that those companies, when they handed the reigns over to a new CEO failed, they faltered, it was self-inflicted wounds. It almost happened. You thought it would happen with Microsoft, whether it became irrelevant under bomber, but when Nadella came in, he reinvigorated because specifically they had the cashflow to be able to do that. Now. So the big question is, okay, w what's going to happen. We ran a survey to our community to see what could disrupt Amazon. You know, that the us government wants to break them apart or wants to regulate them. But our survey respondents said there's a 60% plus probability that Amazon will be disrupted by other factors. And that's what I was self-inflicted wound that's Jesse's that's right. And that's, Jessie's big challenge is how to not make those disruptions, how to fight those disruptions. >>The number one, uh, reason why they could be disrupted was self-inflicted wounds, which again, history would show what happened. But one of the things we talked about is that normally happens when companies stop innovating when they rest on their laurels. Right. And you kind of saw that with those companies that you mentioned, but you mentioned their secret weapon. We wrote about that in our article, the chips. So we heard no secret. Everybody knew graviton three was coming, right? And so that is Amazon secret up. And you know, I've been thinking about this. John Amazon makes a lot of money on x86 instances that they've deployed years ago and they charge a lot for, I was wondering, you know, is the, or the old X 86 instances actually more profitable than graviton, maybe at this point in time, but long-term graviton. They control their own destiny because they control the hardware and software stack. And I bet you allows them to get better negotiating leverage with >>M D and it's of course, I mean, pat, Kelsey, we should talk about this all the time, but as bad as Jason Intel, you, if you're not out in the next wave, your driftwood, I think Intel and AMD and others, they have purpose-built general purpose chips. They're probably going to be for the lift and shift stuff when you, but if you're actually seriously writing software as an owner on the cloud, and you want specific advantages of speed and performance, you're going to want the custom Silicon that's purpose-built for your application and write code to that stack. So, so I think there's a whole nother level of platform as a service. Dave, that's kind of coming out of this re-invent that I think could be a multi generational trend, which is, Hey, the cloud is of super cloud or platform. Look at the riser, snowflake and Databricks. Those guys are on Amazon. Like they're super clouds in and of themselves they're platforms. They're not appoint SAS solution. I think Microsoft in my, my analysis is, yeah, they got office 365, okay. Word processing stuff. But what other SAS apps do they have besides SQL server and other things that are actually being built on there? And if, if I'm a developer you're going to want to go to the platform. That's the highest performance for office 365. It's a cash cow. But how long is that going to last >>A long time? I mean, major momentum. We argue about that later, but I wanna, I want to touch on graviton three because I think that was the big announcement of the day 25% faster than graviton to at least twice the floating point performance twice the crypto graphic performance in three times for machine learning, learning workloads, and very importantly, 60% less power. So at Amazon scale, uh, Adam said this in our meeting, he said, the economics really favor us because of our scale. And so, and they've also announced new training them instances and, and, and what, what having custom Silicon allows Amazon to do is release on a much, much faster cadence than traditional x86. And they could do, and they could do really cool things. Nitro is there, Nick they're smart NEC, which it says the basis, their new hypervisor, if you will. So it allows them to bring in x86, uh, Nvidia NPUs some of their own or Nvidia GPU, some of their own Silicon. So optionality is really the key there. You heard them announce, uh, an SAP instance. So that's a memory intensive instance. They can dial things up, dial things down. They've got full control of the stack. And by the way, copying them Google's copy of Microsoft is copying them. And who's leading this charge in custom Silicon, AWS, obviously Tesla, apple. I mean, these are leading companies that I don't think they all got it wrong. I think >>The Silicon angle is to have your own custom Silicon. And that's the, that is the clearly the advantage as it's vertically integrated. But the other thing that's coming out of this reinvents, the purpose built software concept where, you know, they're not copying Microsoft playbook as the wall street journal was saying, and some are saying Microsoft copying Amazon, Amazon has always been this horizontally scalable resource that's cloud, but with machine learning and AI, you now have this purpose-built kind of capability from software into the app itself where data has to be addressable. And I think the people in the data business kind of know this, but as the rest of the world comes out, architecturally having that horizontal observation space and data that's vertically tied to machine learning is a huge architectural shift. This is a complete rethinking of how software is built and that's going to be a game changer. I think Amazon's well out on front of that. And I think that's going to be a huge architectural shift. >>Well, let's quantify this a little bit because you know, you're, you're making the point that Amazon is the number one cloud, which I would agree with. We're talking here about IAS infrastructure as a service in the past layer that sits on top of that. Microsoft defines the cloud is we'll put in an office 365, Google we'll put in its Google apps, Amazon pure infrastructure as a service. And if you just look at that space, that's about $120 billion business. When you add up AWS, Azure, Alibaba and GCP, which I would contend are the only four hyperscalers out there. I don't include Oracle as a hyperscale. I don't include IBM. I get a lot of crap for that sometimes. Yeah, but we're talking big scaler, $120 billion. So actually relatively small compared to the trillion dollar opportunity that they have, but it's growing at 35% a year. Amazon will do more than 60 billion this year, 62 billion, just to quantify it in that ISS space. Microsoft will be about 38, 30 9 billion. Okay. So pretty substantial. Those two are far ahead of the others. Everybody else's, you know, Google is still in, you know, under 10 billion, Alibaba is right around there. So those two, it's really a two horse race. And I asked Microsoft using its software estate. Amazon's gotta be the innovator and has to have the best cloud to win. And it does well >>Also a platform. Let's go back to the little history lesson for the younger folks out there. When Microsoft was had a monopoly, they had windows operating system, which has had DAS under the covers, but windows was the operating system. And office was a suite of applications. They encourage software developers to build on top of windows and they had other servers off SQL server all came out of that small history. So their bread and butter was to have developers build on top of windows. Hence the monopoly, of course they had the application and the system software, hence the monopoly, hence the Microsoft breakup by the government in 1997. Now today cloud is essentially one big kind of PC concept. It's like windows, it's windows equivalent. So cloud is essentially an environment platform that has apps that run on top of it. Okay. In that world, Amazon by far is the number one windows model at Amazon's. >>I mean, Microsoft is used to is okay, I got Azure and I got office 365 that keeps them in business that keeps them from losing. So it's a placeholder. So that what I'm looking at is what is Amazon? I mean, Amazon versus Azure, doing relative to ISV and uptake for developers. And I'm suggesting that this trend of Amazon will go, if it goes uncontested by Azure, they'll wipe the table on ISV and suffer developers. If you're an owner of a software, you're not gonna write software, that's gonna be sub-optimized for a platform. That's not going to be before, >>Unless you're, unless you're a Microsoft developer, nearly all.net days. And there are a lot of those. And that's what, that's what Microsoft is doing. They're they're, they're, they've, they've shifted to cloud, they've gone everything into cloud. So Azure is their platform for innovation and acceleration. >>So those developers are going to build a sub application versus going over here on AWS. >>Well, that's the, that's the story with Microsoft. Good enough. I know >>Again, this is we're speculating, but we're going to watch that, but that is, to me, will be the battlefield of what will determine Azure versus AWS. And I think everything else is smoke and mirrors Amazon Webster way ahead of Azure, but the TeleSign is going to be does 80 bus attract those developers on their cloud with the custom Silicon, with the integrated stack and with the purpose-built software. I mean, it's looking really good. I think they've got a really compelling story. >>I think it's less about Azure versus AWS. I mean, that's an interesting storyline and I love to talk about it, but I think they'll go back to 120 billion out of 4 trillion. That's really the, the larger opportunity for, for both Microsoft and AWS to continue to grow. Because you look at, you look at Dell with apex, you look at HPE with GreenLake, Lenovo, Cisco, they've all got their own clouds. One of the things that didn't get into our article, but Adam Lipski when, when you asked him about hybrid is that hybrid cloud. When we were talking about some of the stuff they're doing, he S he said, look, that's not cloud what those guys are doing. That's not what we did. And he talked today about edge has to be AWS, not like AWS. That was the quote to use. Talk about, you know, private 5g, bringing out posts. And he gave some examples of that. The point is they, AWS is bringing its system, its architecture to the edge it's programming model infrastructure as code to the edge. Now, Kubernetes, Kubernetes does moderate that a little bit, but his point was, that's not AWS. That's not the cloud. >>Yeah. I think in summary, Dave had to wrap up what's the big trend this week is that Amazon web services is a, is a heaven environment for a developer, for the elite people who want to roll their own for the folks in it. In these other environments, you can have prefabricated purpose-built software platform to build on top of. And I think that isn't going to address the whole ease of ease of rollout. So if I'm a SAS developer, I don't, I want, I don't want to rebuild that over again. I don't want to roll my own. I'll take what you got and connects a good example. If you want to call shedder, you can take it and use it and then build on top of it and iterate on it. So I think it's more of here's a platform for you and take it. So I think that to me is the big story and that's not and think about it. How many people out there, a role in their own Amazon, you've got to be pretty strong at Amazon, uh, familiar ups to roll your own gut >>Of other quick points that he barely emphasized the primitives, the API APIs, that multiple databases, right tool for the right job, took a shot at Oracle without mentioning Oracle because they had sort of one database, but I will say this is mission critical. Oracle still owns that. Uh, they talked about a mainframe migration, tooling and runtime from mainframe compatible runtime. That's going to allow them to nip at the edges of those mainframe workloads and Oracle workloads. It, they're not going to get to the core anytime soon. They also talked about role level and cell level security. We think that's the squirrel acquisition from years ago. And then he made a statement. We have three X with Redshift price performance better than any cloud data warehouse sort of interesting shot at, at, at, at a snowflake and Databricks Databricks. So, um, anyway, yeah, >>I mean, I think, I think overall, I thought Adam did a good job. I think he didn't, uh, he didn't disappoint. Okay. But that's comfortable. I think his goal was to get through this and not have people go well, it's not Andy Jassy. I thought he did an awesome job and he did a good job. And he, he got, he got what he needed to do >>Comfortable. And he obviously leaned on some of his Pathfinder customers. NASDAQ, I thought was very impressive. United airlines dish. So, >>Okay. Cutie coverage, ninth year of the cube here at ADP reinvent, uh, 2021 is the cube. You're watching the leader in high-tech coverage. The cube.

(upbeat music) >> Okay, I'm back. I'm John Furrier with theCube. We're here in the middle of the action at Mobile World Congress at Cloud City is where the action is. Danielle Royston and Telco DR. Digital disruption here happening. This next interview I did with Casey Choi, the Executive Vice President at Samsung. I did this remotely. He couldn't be here in person. We wanted to bring him in for a conversation. I had a chance to record this with him. He talks about the intelligent Human Edge or Industry 4.0. It was about Edge computing, Samsung as a leader. Obviously we know what they do. They're part of this IOT revolution, Casey Choi, brilliant executive I really enjoyed my conversation. Take a listen. (upbeat music) Welcome to theCube's coverage of Mobile World Congress, 2021. I'm John Furrier host of theCube. We're here with Cube alumni, Casey Choi's Executive Vice President and GM of the Global Mobile B2B Team, Communications Team at Samsung. Casey, great to see you. Thank you for coming off for the special Remote Mobile World Congress. We're here in person, but also hybrid event. We got a lot of remote interviews. Thank you for taking the time to speak with me. >> John. Great to see you. Great as always to be with you and great to be at least here, virtually with the team and in Barcelona from WC. >> You know, in Samsung, we think about the edge. You are leading a team that's driving this innovation. We've talked in the past about Industry 4.0, but the innovation at the intelligent edge, human edge is a big part of it, with 5G. It's just another G, but it's not just another G you got to have a backbone. You got to have a back haul. You got to have an interconnection. You have commercial, not just consumer technology. So the edge is becoming both this human and device commercial environment. So the industry is quickly moving to this. You call it the 4.0 trend. What do you see happening? This is a clear change over the Telco is not what it used to be. Change is coming fast. A lot of disruption, what's your view? >> Yeah, I think we see a number of things done. And certainly from our perspective, which is, I think we've got somewhat of a unique view on this because of our huge focus really in consumer use and attitudes. And certainly it's been informed by what we've seen, what we've all collectively seen over the last year and a half or so, and are still seeing today. And I think one of the things that we're certainly experiencing is I think the edge is it's expanding further out. I think it's also getting more tightly coupled in many respects to the human factor. And it's not just a set of billions of discrete sensors anymore. And I think the evolution of our thinking around this has changed quite a bit from the IOT Version One variant of this. We put more of what I would call billions of these things, communicating all kinds of information, either to the cloud or the data centers and doing it in a very voluminous way. And what we're saying is with the advent of more the human to machine interface, and certainly the capabilities that we're saying both on the network and the device side, it's really redefining how we're thinking about edge. And certainly here at Samsung and with some of our partners, and we're starting to call this more of the intelligent human edge, where the human factor really begins to play a big role in how we're defining the Internet Of Things. And those things include really people. And this is how we're looking at it. >> I love the theme, the human edge, I think that's very relevant. I want to get a human aspect of here tied into the industry side, because as we emerge from the pandemic and move to a broader economic recovery, you see the psychology of the industry where cloud is one of the shining examples of what the pandemic highlighted cloud speed, cloud agility. And now you're seeing with openness in the Teleco industry, that cloud is coming in, open cloud interoperability. So coming out of the pandemic, cloud is the theme is driving an economic recovery, which is driving the psychology of we're back to real life, we're back to business, but it's not business as usual. The fashion is changing. The attitudes are changing. You mentioned that, and now the disruption of how cloud will be implemented. And it seems to be Telco is where these edge and cloud are just completely radically changing, what was once a kind of a slow moving Telco space. So how do you see the partnerships and coming out of the pandemic, some of the response of cloud impact, cloud technology, public cloud impact on this new Telcom? >> Yeah. Let me try to unpack that a little bit. I think we see two dimensions on this, certainly on the carrier side, the operator's side of the equation, we're certainly partnered with everybody across the globe on that. Certainly there's been a definitive impact around software defined everything, right? So, and this has been accelerated really by the standards that have started to develop around 5G. And even now there's a lot of discussion and I'm sure there'll be a lot of it around WMC about 6G and what is happening there. But I think with the advent of things like O-RAN for example, and some of the activity that we're seeing really around NEC type solutions and opportunities, the traditional role of the carrier and the operator is evolving and has to evolve, right? It is now much more aligned with the provision of these types of services that are very different from the type of data or voice services that we've seen in the past. So certainly we're seeing that transition. The second big transition is really around the notion of hybridity. Now we've been talking about this now in the industry for a while, but I think it's really starting to take firm root the idea of not only multiple clouds, but clouds that are deployed either on prem or certainly, available as a service in its various forms. So I think that combination along with the advances that we're seeing in the technology, and this was both on the connectivity side. So certainly around the ultra reliable, low latency communications, what we're seeing with things like slicing, for example, starting to take root as well as frankly, the devices themselves are getting that much more powerful and compact. This is what we're saying with SOC technologies is what we're seeing with the functions being moved more and more to on device capability. So I think about hybrid, I mean, in my past to think about it more as a small data center. How do you compact it, move it out to somewhere else. Now we're thinking about it more in terms of the type of processing capability that you can put really in the hands of the human or hands of the device. And at that point, you really start to get different use cases, start to emerge from that. So this is how we're thinking about this extension and what I'm talking about more as, an expansion on the edge, further out. >> I love is it splicing or slicing, what's the term? Slicing is the technology? >> Slicing, network slicing. >> Slicing, not splicing cable. >> Yeah. >> Slicing. >> Not splicing cable, no. >> Okay so this come up a lot, so splicing kind of points to this end to end, workflows. You look at some of the modern development, the frameworks of successful, you're seeing these multifunctional teams kind of having an end to end visibility into the modern application workflow from CIC pipeline, whatever. Now, if you take the concept of O-RAN you mentioned Open Radio Access Networks, this kind of brings up this idea of interoperability, because if you're going to have end to end and you add edge to it, you have to have the ability to watch something go end to end, but it's never been like that in the past because you had to traverse multiple networks. So this becomes kind of this hybrid a little bit deeper. Can you share how you see that and how Samsung's working with folks and how you guys are addressing this because you can be at the edge, but ultimately you've got to integrate. So you've got openness, you've got the idea of interoperability issues, and you ultimately have to move around and work with other networks, other clouds and other systems. This is not, it's not always like that. So can you share how this is evolving and how real this is and what is your view on it. >> Yeah, our thinking on this. I mean, let me start by maybe tackling this in a little bit of a different angle. One of the things that we see as one of the barriers around interoperability has really been more on the application side of the equation. And this is actually the third component in making all of this work. And let me just be very clear in what I'm saying here, I think in terms of mobile architectures and really Edge architectures, it has been one of the last bastions, if you will of closed architectures, there've been very much what I would call purpose-built architectures at the edge. Certainly that's been driven by things like the industrial side coming together with more of the commercial side of the equation, but we think it's time really to extend the interoperability of what we are seeing really on the IT side of the equation and really driven by cloud native. This was really in the area of containers. It's in the area of microservices, it's in the area of cloud native development. And if we're really talking about this, we really need to extend that interoperability from the application point of view on the data point of view, really to the end point. And this is where some of the work that we're doing, and we really embarked on in earnest last year with Red Hat and IBM, and with VMware for example, in really opening up that edge architecture to really the open source community, as well as really to the microservices architectures that we have now seen propagate down from the cloud into hybrid architecture. So this has been really one of the key focus areas for us. The network interoperability has really been driven by the standards that we've seen and that have been really adopted by the industry. And when it comes to, for example 5G standards. what we've been more focused on quite honestly, is the interoperability on the application and data side. And we think that by extending, if you will, that write once run many type concepts down into the edge and into the device, that this is going to open up really a wealth of opportunity for us on the application and on the data side. >> That's awesome, I love the openness, love the innovation you guys are doing. I think that's where the action is and that's where the growth is going to be. I do have to ask you how you see edge computing in the IOT era in terms of security. Are we more vulnerable because of it now? And how are you guys addressing the issue of security and data privacy at the edge? What's your opinion on that? What's Samsung doing? >> I mean, we just have to look at the news today, it's obvious that we are more vulnerable, right? There's no doubt that points of vulnerability are being exposed and they're probably being exposed in now industrial areas, right? Certainly with what we've seen, just even recently with some of the attacks that, that have occurred. So a couple of things there, number one, we are relying very heavily on our long history around establishing root of trust in kind of zero trust environments. We've had our Knox platform as an example, we just celebrated, in fact, our 10th year of the product. In fact, it was announced at MWC back about 10 years ago. So this is something that, that we're celebrating, it's an anniversary. Our belief on this is that we really need to ensure that we maintain a hardware-based route across when it comes to the edge. We can't only rely upon software protection at that layer. We can't naturally rely upon some of the network protections that are there. So, we've shipped about 3 billion devices with our Knox Security Suite over the last 10 years. And this is something that we're relying very heavily on. Not only for again, that hardware based root of process. So one of the key solutions, there's our Knox Vault product, which we just released a few months back. This is really a safe within a safe concept, really ensuring that the biometric password and other user data is protected. It's really what drives some of our strategy around making sure that we rely upon something that protects all of the back doors that are resident, not only at the software layer, but at the hardware layer as well. And then management is the other key piece of this, security without the ability of managing these thousands to millions of devices is really somewhat compromised. So we've extended a lot of our Knox management capability at our device level really to address some of those particular attributes, as well as these fleets become more prominent. And they start to take on workloads that are more critical to IOT type workloads. >> Casey, great to have you on. Your insight's awesome. Love what you're doing at Samsung. And again, you're a leader, you've been there, you've seen those cycles of innovation. I have to ask you my final question for you is a personal one and a professional one. The last Mobile World Congress was 2019. In person, last year was canceled a lot's happened in the industry since 20 something months ago. Now we're going to be in person, a lot of hybrid still remotely, but there'll be people in person. The world's changed. What is the big change in the Telco, Telco Cloud, Telco Edge, what's happened in these 20 plus months since the last Mobile World Congress that people should pay attention to? What's the most important thing in your mind? >> Most important? Thank God John. You're putting me on the spot here, right? I think it's wisdom to be quite honest with you. I mean, we've certainly all collectively learned a lot in terms of user patterns and what people need and want. And I hope to think that collective wisdom is going to be a key part of how we drive this going forward. And then if I can just pick one more, I would say re-invention, I think what we're starting to see is that coming out of, again from 2019 to what we're seeing now, we do see this opportunity reinventing and rethinking. And I think that's the difference. And the pace of that is going to really dictate how we look at this and how we collectively solve these challenges. So I hope to think we're wiser and that we're more imaginative coming out of this. And again after being in this industry for 30 years, we've not seen the types of things that we've seen over the last couple. So I hope to think that this is a pivot point for all of us. >> Well, Samsung is certainly a leader in many areas and great to see you on theCube here and the theme in your talks around intelligence, human edge innovation, open. This is a force that's happening. And I think the big change, as you said, the wisdom combined with a reinvention is happening and it's going to be very interesting ride, should be fun to work on. >> It will be John and I thank you for our friendship and our relationship over the years. It's always great to see you and to be with you. And again, we're very optimistic as we always have, coming out of this And again, thanks for the time and have a great MWC. >> You too, Casey Choi, Executive Vice President General Manager of the Global Mobile Business to Business Unit Commercial Unit at Samsung. This is theCube's coverage of Mobile World Congress. I'm John Furrier. Thanks for watching. Okay. We're back here. That was Casey Choi. Talk about wisdom, collective wisdom coming out of the pandemic. Great friend of theCube, great friend of the industry doing great work there. Casey Choi. Like we are doing here on the ground at Mobile World Congress in Cloud City, as well as Adam and the team in the studio. So back to you, Adam and team.

>> Announcer: From Chicago, it's theCUBE, covering Veritas Vision Solution Day 2018. Brought to you by Veritas. >> Hello, everyone, welcome back to the Windy City. We're here with Veritas at the Veritas Solution Day. You're watching theCUBE, the leader in live tech coverage. Kevin Bogusz is here, he's a senior information engineer ECECT, a telecommunications company. Kevin, thanks for coming on theCUBE. >> Thank you. >> So, this event, a very intimate customer event. I don't know if you were at Veritas Vision last year, big, huge customer event, many thousands of people. It's an intimate customer event, 50, 75 people. What're your thoughts on, you know, you took time out of your day to come here, why? What's here for you? >> Get a better understanding what Veritas can do for my company in terms of backups and stuff. We do use Backup Exec in my organization. I've been there for four years, and understanding what you guys do and everything, 'cause we're back when you used to be Symantec. Highs and lows, with tech support, whatever, but other than that, it's been great. >> Okay, so talk about ECECT, what's the company do? >> We are the parent company of NEC out in Japan. We do, in the beginning we developed telecommunications for companies ESP via CISCO, then it came us. for companies ESP via CISCO, then it came us. Before I start they gave me some background terms on how they did stuff. They were absorbed by NECJ and after that we went through a reorganization about a year and half ago. So we have grown from 50 people in a small office in Lincolnshire to having almost four to five offices, from all way out to Washington state all the way out to Cheshire Connecticut >> And you're a service provider or-- >> Not a service provider. We're pretty much a development firm. We're all development, they used to do stuff in Lincolnshire, they used to sell stuff before they got absorbed by NECJ. They used to do the sales, they do the development, they did everything in Lincolnshire, before the big dot com bust, which I was told when I got brought in. After the big dot com bust, it was who was going to take us over, and that became NECJ. >> When you say development, you mean product development? >> Yes. >> Okay great, so in your role as Senior Information Engineer you look after lot of things, but one of them is course is data protection services, right? >> So immediately when I hear four or five remote offices you've got distributed data all over the place, you got to figure out how to protect that. So, how do you protect that? I'm really interested in what's changed. You and I were talking before about, remember the virtualization days. You got to rethink everything, in terms of data protection 'cause we didn't have as many servers physically. Things are changing again, so how have things changed? What's changing and what are the big initiatives you're working on? Paint a picture for us if you would. >> Well, in the beginning, we weren't really heavily into virtualization, now we really have. It's actually has saved on a couple of positions, we actually had to move our ticket system over to virtualization because the servers bought the guy. So we took care of it, so we moved it over to virtualization now we are backing up, with Backup Exec, being able to do either files, folders or do the whole virtual. Also we actually did high availability to provide us with more protection everything else, plus in addition to what we are asking to what Veritas can do for us. >> Okay so virtualization is relatively new for you guys >> Yes. >> And what about Cloud? You hear about things like Cloud and Multicloud, you doing much in Cloud? >> Not that much in Cloud, pretty much it's, if it has to been in the Cloud. We have slowly developed going towards the Cloud and what I've have heard and what I've have seen from my manager. But right now, we're kind of backing off just a little bit, just to see is it approved by the big company or can we go on our own whim, and do that sort of thing. Because I have just developed something a clone of Dropbox. At the organization because Dropbox is not considered legit at my company, so I had to come up with a new idea. >> Okay, so let's talk about some of the other trends, that might be driving your business. DR, presumably is one, everyone talks about well, backup is insurance I hate buying insurance, I want to get more out of it. Even though disaster recovery is insurance too it's important insurance, and so, are you trying to extend your backup and recovery, into disaster recovery? >> Yes, we're-- >> How are you doing that? >> As of right now, we are using Backup Exec. There's a little hiccup here and that I am till trying to figure out how to fix. But we do have the DR between two sites in the beginning that my manager wanted to roll out. And we do, do files, folders, you name it even including virtualizations. We do have a secondary server that does the tapes also which we are trying to transition into the whole DR, So, we can do files and then after that we can do the whole tape. Dump at the tape and then send it off to iron them out. >> Your hiccup is a technical issue? >> It's a technical issue, but other than that, we're trying to figure out, what's causing it. Because one side we'll go from perfectly being okay, but when we try to send trillions of data over to the other thing, it mostly turns to the network almost. But right now we are trying to figure out, is it network based or is it something else. >> What was the challenge, right? 'Cause you've done all this distributing data. And you got to make sure it's all consistent. You know, you think about pointing time copies. When things are distributed all over the place, which is the point and time? So how are you sort of dealing with some of those challenges? >> Ways to dealing with that is pretty much figuring out one prime example trying to deal with that was we had our technical publications people and I got a message on our corporate messenger saying, "I kind of screwed up, can you help me?" And I got go, "What did you do?" I kind of over wrote this, and I'll do is, go through the thing, go through the management thing with Backup Exec going what day was it? I went did this day. How far back do you need to go? Oh I need to go about a month. Okay, here you go. >> And so when you do a recovery like that, how do you validate that the data is consistent with what the business user wants it? It's the business user's responsibility presumably. They have to look at it and say, okay, Kevin thank you. You got me what I needed or can you back a little further? >> That has happened too. What I do with my people at work is that especially with the technical publication people is I ask them okay, what happened on this day? Oh, I overwrote this. Okay, from that point in the past, what haven't you written over? and how far can I go back? Oh you can go back this far. Like, okay, here's your date range, I gave you these two files. Oh, yes please recover it, and I go okay, I got to pull on these files and folders, here you go. >> So what are you looking for in a backup software? I did a little sort of preview upfront and the market's exploding. >> Yes >> You seeing some companies raise hundreds of millions of dollars, obviously Veritas is a leader along with three or four of others. They have most of the market. Everybody wants a piece of that action. So, I'm sure you're getting knocks on the door everyday. You are getting inundated emails, switch to us. So what do you look for in a data protection vendor? Why Veritas? Are you are sticking with those guys? Are you are thinking about switching? Maybe give us some color there. >> Right now, with Veritas we have had... before I started they use to be with Symantec and then Symantec got brought up by Veritas, which what happened. So they've been with this company, in the past why I have been told is, they've been with Symantec since Backup Exec 14. Like way before the Backup Exec 2015, the latest one just came out. We been looking at Veeam. At that time Veeam was looking as, all that we do is virtuals. Okay, that kind of helps us but our main thing is if something bad happens, can you do files for us? No. And I've been inundated with them through TDWC say, Oh, so and so can help you, I'm like, "Do you guys do virtuals?" Yeah! So, what has changed? I've kind of stacked with Backup Exec just because I used over the four years I've been here. I used that before in a previous company. So I have some background but other than that, I've seen a thing where, I've been forced with some of the applications at work I've have to gone to Open-source. I have to gone to Winbond 2, I've been going to Red Hat Linuz Enterprise. And the main concern that I have is, yes we can do Oracle and everything else for SQL. What about my SQL Server? Oh we don't do that. So I have to do a virtual machine back up on the virtual. >> So we were talking to Veritas technical people they claim, test this with the customer. They claim they can do a lot of different used cases you mentioned MySQL, they talk about being able to do NoSQL and other unstructured data, where as some others might have to partner with a specialist. Do find that that Veritas actually has that kind of harden stack across lot of used cases? Or would you like them to do more? >> I would like them do more, because I gave them one scenario, where we've actually used one of our test clients. We do test clients type of stuff called TestRail by Gurock. And I've asked them multiple times I have big SQL database and we're bound to. How can I back that up? And I have asked multiple times. Oh, all we do is Oracle. And I go, I understand my SQL is opensource but I know there's post cres. Post cres is like my SQL, it's like a fork of it but at least, give me that ability. >> You mentioned you're a Red Hat customer as well as others but what do you think of IBM acquisition? Announced acquisition of Red Hat does it make you nervous? >> It doesn't make me nervous, it's you're going back to the days of you know the big IBM, we used to be big and they started branching out, selling off stuff to Lenova, all that type of stuff. I just see them going, oh crap! We kind of sold off bits and pieces here. We're going to come back. >> Dave: Shrink to grow. But as a customer of Red Hat, you're not concerned? You feel that Red Hat's going to stay pure? >> If they keep the status quo of that they have done and everything, don't mess with anything, anything like that be able to have like consumers play with what there's out there like Fedora, go right ahead. Do whatever you want to do. If you got the money, the burn, go ahead and do more development and stuff. I would love to see IBM do more with Red Hat. >> So it's awesome to have a practitioner on, who knows where all their skeletons are buried but you still sticking with Veritas is from what I am understanding. I'll give you the last word, final thoughts. >> Veritas to me in a nutshell, they keep on innovating what they have been doing and making the product better, with what they've been doing through the previous versions, that I have dealt with. I think they're going to, in my opinion, they will probably out beat Veeam in terms of back up stuff. 'Cause I know they are the two big players. As Veritas and Veeam are doing the back ups and right now Veeam is probably playing catch up because ever since they told us, "Oh, we are do files." Instead of doing just virtuals. >> Well, Kevin thanks very much for coming on theCUBE, It's great to have you. >> You too. >> Alright, keep it right there everybody, we will be back with our next guest right after this short break. You're watching theCube from Chicago. Right back. (techno music)