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Lynn Lucas, Cohesity | Microsoft Ignite 2018


 

(energetic music) >> Live from Orlando Florida, it's theCUBE, covering Microsoft Ignite. Brought to you by Cohesity, and theCUBE's ecosystem partners. >> Welcome back everyone, to theCUBE's live coverage of Microsoft Ignite here in Orlando, Florida. I'm your host, Rebecca Knight, along with my cohost, Stu Miniman. We're joined by Lynn Lucas. She is the CMO of Cohesity. Thanks so much for coming on the program, Lynn. >> Oh, just so excited to be here with you guys and host you in the Cohesity booth for the first time at Microsoft Ignite. >> It's been a lot of fun. There's a lot of buzz around here, and it's fun to be right, to be your neighbor. Exactly. >> Great. >> So today, there's been a lot of news, some new exciting announcements of integrations with Microsoft. I wonder if you can walk our viewers a little bit through what Cohesity announced today. >> Absolutely. So, we have been partners with Microsoft for some time, and today, we announced extensions to our capabilities with Microsoft Azure and Office 365. So Cohesity now extends data protection and backup for Office 365, including granular recovery of mailboxes and granular search for discovery purposes. We also have extended our integration with the Azure data box, and we also are increasing our DR capabilities for our customers with Azure so we now have fail back from the Azure Cloud for disaster recovery purposes. So, just continuing to see tremendous growth, hundreds of Microsoft customers with Cohesity, and these new capabilities are going to expand the possibilities for them. >> Lynn, it's an interesting conversation these days 'cause, you know, in our research, and we've talked about this, data's at the center of everything, and the challenge for customers is data's everywhere. You look here at the Microsoft show, well, I've got all my traditional stuff, I've got my SaaS stuff, my PubliCloud stuff, now Edge with the data box things there. Microsoft plays across there, and it sounds like Cohesity is playing in all of these areas, too. >> Absolutely, and I thought, you know, Sacha did such a good job in the keynote yesterday of really laying out the imperative for digital transformation, data being at the heart of it, but also laying out one of the key challenges which he pointed out, which is the data silos. And, I think Cohesity is right smack in the center of that conversation because we've always been about consolidating secondary data silos. And, you know, our partnership with Microsoft, really, I think, reinforces what they've been talking about, which is also a hybrid strategy that the bulk of customers that we talk to see that their data is going to be on premise, it's going to be in the cloud, and increasingly, it's goinna at the Edge, and we span all of those locations to create this one operating environment so that things like the new open data initiative, I think, will be much easier for customers because they won't be wondering, well, is my data all in one place to be operated on? >> So, talk about the problem of the data silos, because, as you said, it's one of the biggest challenges that companies face today. They are data rich and yet, this data's here and this data's here. Can you describe a little bit about what kind of problems this is for companies, and why this matters? >> So, I think it's just something folks are starting to really get a handle on. As I talked to individual folks here at the show, you'd be surprised at how many aren't even really sure, maybe, how many islands they have, you know, so, even mapping where is all my data, I think, is a capability that many organizations are still getting their arms around. And the challenge, of course, is that in today's world, it's very expensive to move large data sets, and so you want to bring compute to the data, which is what a hyper-convergence in Cohesity is about. And, when you look at the imperatives at the board level, the CEO level, they increasingly see that data becomes really the true competitive advantage for most organizations, and yet, if they can't operate or bring compute to that data and do something with it, they're really at a handicap. We call, you know, some of the newer companies are kind of data-centric or data natives, the Air BNB's, the, maybe, Netflixes of the world, not everyone aspires to be them. As well, not everyone has the resources that those companies may have had or just stay short period of time. Most organizations have the benefit of years of data. We want to level the playing field and allow them to become competitive with their data by providing that single foundation. >> Yeah, Lynn, it's a big show here. They said thirty thousand people and a really diverse ecosystem. What really surprised me is the spectrum of customers that you have here. I mean, we know Microsoft has a long history in higher education. We spoke to one of your customers, Brown University, and of course, long history they have with Microsoft. What are some of the things that you're hearing from customers, maybe, what's different at this show than some of the other, cloud and kind of younger shows that we might go to. This show's been around about almost thirty years now, so. >> Yeah, you know, isn't it, you know, I hate to give our ages but, I think we've been doing this for a while now, right? And Microsoft has been part of the IT ecosystem in a major way, and it's great to see the vibrancy here and how they're talking about AI and ML and moving forward with it. You know, what strikes me here is that a lot of the organizations here are now really understanding the pragmatism of having a hybrid strategy of what makes sense in the cloud as well as what may continue to be on prem for them. I think we complement that well. I'm really excited, too, about the idea that we are going to be using machine learning to be doing a lot more that humans simply can't keep up with in terms of the data growth and then doing something productive with that. And I think that's a conversation that we're just tapping the surface of here at this show. >> Yeah, you've said something that really resonated with me. You know, we have people that have been in the industry a while and, I look at you, your founder, Mohit, and this isn't his first rodeo. He'd been looking at data back from a couple of generations of solutions, and people are very excited. Machine learning, as you said, we used to talk about automation and intelligence around this environment. Now, I lived in the storage industry for quite a while, and we've talked about it but it feels more real when I talk to the architects and the people building this stuff. They are just so excited about what we will be able to do today that we talked about a decade or so ago but now really can make reality for customers. >> No, absolutely, and I think, you know, we have our own investment in that. Helios, which we announced just last month, you know, provides that machine learning capability because what we hear from our customers is what they love is the ability to have simplicity because, let's face it, IT environments continue to grow in complexity. They're looking for ways to subtract that complexity so they can apply their talents to solving the primary mission, as I call it, of their organization, whether that be public sector or private sector, adoing that in a simpler way. You know, look, one of the great stories that one of our customers is talking about here is how Cohesity helped him with a standard thing that most IT organizations have, which is, we're going to do a power shut down and we've got to perform a DR failover, and this particular organization, University of Pennsylvania Annenberg, had a set of twelve websites which, the professors and the students rely on, and it was going to take them literally almost a month to try to move them, and they didn't have that kind of time, and with Cohesity, with our DR capabilities, he was able to do that literally with a few clicks, kept the community of professors and students happy, and didn't spend, more importantly, twenty days trying to rebuild websites for a standard IT event, right? That's the kind of real life story in terms of what IT gets back that they can invest in other more important focus areas for their business. >> Well, for their business and also, just for their lives giving people their time back, their weekends back, their time at night >> Weekends and nights, right? >> With their families, yeah. >> We all need that. >> Satya Nadella is such a proponent of an improving workplace productivity, even five percent, he says, can make this big difference. Can you talk a little bit about how you view that workplace productivity at Cohesity and your approach to giving people either time to concentrate on more value for their companies or just their lives? >> So, again, a super story that we have from another customer that is here at Microsoft, and is an Azure customer, and a Cohesity customer. HKS, one of the world's most respected architectural firms, designed AT&T Stadium, there's a new major pediatric hospital going in in Dubai. They operate in ninety-four countries with remote designers and architects, and because of their inefficient backup processes and archive processes, they literally were having their associates have to work weekends as well as losing time on their projects, and time is money, and they, you know, in some cases, are penalized if they don't make certain dates. And so, I think, these are really pragmatic examples. On average here, pulling some of the folks here, I've heard that they can get a day a week back, sometimes for their administrator who now doesn't have to do repetitive manual tasks anymore. >> One of the things we always love digging into is, you talk about people's jobs and some of the new careers that are happening. We talked to one guest earlier this week. He said, if you're a customer and you learn Azure as what you're doing, like, you're resume is gold. We've talked to, and the really early Edge, like site reliability engineering, he said, don't put SRE on your resume or every recruiter will be calling you up and you won't even be able to answer your phone. Cohesity, you're doing a bit of hiring also. Maybe you could talk about- >> We are! >> What are you seeing from customers and what are you looking for internally? >> We have tremendous good fortune, we grew three hundred percent in revenues year over year, we're hiring in our RTP offices, in our San Jose, in India, around the globe. You know, we look for the best and the brightest, a lot of engineering talent, marketing talent as well, really, across the board but, you know, I think to the point you just made for the IT folks that are here, looking forward as to how you are going to help your business with your data infrastructure or data flows throughout their organization is, to me, where some of the career movement is happening when you hear the talk about how important it is to so many aspects of the business. >> And what are the sort of challenges that you're having with hiring, or are you? I mean, you're a red hot company, but, are you finding it difficult to find the kind of skills, the kind of talent that you want? I mean, what is, what's the candidate pool like? >> You know, so, I think what's really interesting, we are red hot, we have a lot of applicants so, I'd say, in general, no, we're very blessed that way. I think, though, more businesses, including ours, are finding it's difficult to get, say, those data scientists, right? Some of these also front end or back end developers, you know, it's not just the technical companies that are recruiting for that anymore. It's not just the Cohesitys and the Microsofts that are looking for that talent, but it's now also the Netflixes or, you know, the eBays, et cetera, right? They are all looking for the type of talent that we are and so, in general, I think that this bodes well for young people or folks really anywhere in their career watching about, thinking about, where the talent needs are, and there's a lot of activity and interest in people with those kinds of skills. >> You know, let me just follow up on that. So, Cohesity is a Silicon Valley-based company but, as you mentioned, you've got an RTP location. We've seen quite a lot of Silicon Valley-based companies that are starting to do a lot more hiring outside 'cause it's, I'm going to be honest, really expensive to live in the valley these days. So, any commentary on that dynamic? >> Well, you know, I think you're in Boston, not the lowest cost market either in the country. >> True, it's true! >> Yeah, you know, I think with a lot of the technology that's out there, you know, people don't have to be co-located, and we certainly also look to develop and invest in other communities around the globe, so we're not looking solely in San Jose but also in RTP, we've got headquarters in Europe as well as, of course, in India. So we look for talent everywhere, and, my own personal team, you know, I have folks basically around the US as well as across parts of the globe because talent, in many cases, is what matters and where you are physically, you know, some of the great technology that's out there can help break down those barriers of time and distance. >> Finally, this conference, it's thirty thousand people from five thousand different companies around the world. What is going to be, I mean, we're only on day two, but, what's been your big take-away so far? What's the vibe you're getting here at Ignite? >> You know, the vibe has been one of energy, of excitement. I've talked to a lot of folks from around the globe. I've been actually, pretty amazed at some of the people from different countries around the globe that are here, which is fantastic to see that draw in, and I feel like there's a general sense of excitement that technology and what Microsoft's doing can help solve some of the bigger challenges that are here, in the world, and for their own businesses, and we really look forward to Cohesity helping them lay that great data infrastructure foundation, consolidate their silos and help them build a foundation for, you know, doing more with their data. >> Great. Lynn Lucas, thank you so much for coming on theCube. It was great, great talking to you. >> Thank you. >> I'm Rebecca Knight for Stu Miniman. We will have more from Microsoft Ignite and theCube's live coverage coming up in just a little bit. (electronic music)

Published Date : Sep 25 2018

SUMMARY :

Brought to you by Cohesity, She is the CMO of Cohesity. Oh, just so excited to be here with you guys and host you and it's fun to be right, to be your neighbor. I wonder if you can walk our viewers a little bit and these new capabilities are going to expand and the challenge for customers is data's everywhere. that the bulk of customers that we talk to So, talk about the problem of the data silos, and allow them to become competitive with their data and of course, long history they have with Microsoft. is that a lot of the organizations here and the people building this stuff. No, absolutely, and I think, you know, Can you talk a little bit about how you view and they, you know, in some cases, are penalized and some of the new careers that are happening. I think to the point you just made for the IT folks but it's now also the Netflixes or, you know, the eBays, that are starting to do a lot more hiring outside Well, you know, I think you're in Boston, of the technology that's out there, you know, What's the vibe you're getting here at Ignite? that are here, in the world, and for their own businesses, Lynn Lucas, thank you so much and theCube's live coverage coming up in just a little bit.

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Shaun Walsh, QLogic - #VMworld 2015 - #theCUBE


 

San Francisco extracting the signal from the noise it's the cube covering vmworld 2015 brought to you by VM world and its ecosystem sponsors now your host Stu miniman and Brian Grace Lee welcome back this is the cube SiliconANGLE TVs live production of vmworld 2015 here in moscone north san francisco happy to have back on this segment we're actually gonna dig into some of the networking pieces Brian Grace Lee and myself here hosting it Sean Walsh repeat cube guest you know in a new role though so Sean welcome back here now the general manager of the ethernet business at qlogic thanks for joining us thank you thanks for having me alright so I mean Sean you know we're joking before we start here I mean you and I go back about 15 years I do you know those that know the adapter business I mean you know Jay and I've LJ core business on you've worked for qlogic before you did a stint in ml accent and you're now back to qlogic so why don't we start off with that you know what brought you back to qlogic what do you see is the opportunity there sure um I'll tell you more than anything else what brought me back was this 25 gig transition it's very rare and I call it the Holy trifecta of opportunity so you've got a market transition you actually have a chip ready for the market at the right time and the number one incumbent which is Intel doesn't have a product I mean not that they're late they just don't have a product and that's the type of stuff that great companies are built out of are those unique opportunities in the market and you know more than anything else that's when brought me back to qlogic alright so before we dig into some of the ethernet and hyperscale piece you know what what's the state of fibre channel Sean you know what we said is in those fiber channel the walking dead is it a cash cow that you know qlogic be a bit of milk and brocade and the others in the fibre channel business for a number years you know what's your real impression of fibre channel did that yeah so you know look fibre channel is mature there's no question about it is that the walking dead no not by any stretch and if it is the walking dead man it produces a lot of cash so I'll take that any day of the year right The Walking Dead's a real popular show so fibre channel you know it's still it's still gonna be used in a lot of environments but you know jokingly the way that I describe it to people is I look at fibre channel now is the Swiss bank of networks so a lot of web giant's by our fiber channel cards and people will look at me and go why do they do that because for all the hype of open compute and all the hype of the front end processors and all the things that are happening when you click on something where there's money involved that's on back end Oracle stuff and it's recorded on fibre channel and if there's money involved it's on fibre and as long as there's money in the enterprise or in the cloud I'm reasonably certain fibre channel will be around yeah it's a funny story I remember two years ago I think we were at Amazon's reinvent show and Andy Jesse's on stage and somebody asked you know well how much of Amazon is running amazoncom is running on AWS and its most of it and we all joke that somewhere in the back corner running the financials is you know a storage area network with the traditional array you know probably atandt touched by fibre channel absolutely i mean we just did a roll out with one of the web giants and there were six different locations each of the each of the pods for the service for about 5,000 servers and you know as you would expect about 3,000 on the front access servers there's about 500 for pop cash that was about 15 maybe twelve thirteen hundred for the for the big data and content distribution and all those other things the last 500 servers look just like the enterprise dual 10 gigs dual fibre channel cards and you know I don't see that changing anytime soon all right so let's talk a bit a little bit 25 gig Ethernet had an interview yesterday with mellanox actually who you know have some strong claims about their market leadership in the you know greater than 10 gig space so where are we with kind of the standards the adoption in queue logical position and 25 gig Ethernet sure so you know obviously like everyone in this business we all know each other yeah and when you look at the post 10 gig market okay 40 gigs been the dominant technology and I will tip my hat to mellanox they've done well in that space now we're both at the same spot so we have exactly the same opportunity in front of us we're early to market on the 25 we have race to get there and what we're seeing is the 10 gig market is going to 25 pretty straightforward because I like the single cable plant versus the quad cable plant the people that are at 40 aren't going to 50 they're going to transition straight to 100 we're seeing 50 more as a blade architecture midplane sort of solution and that's where at right now and I can tell you that we have multiple design win opportunities that we're in the midst of and we are slugging it out with these guys everything and it will be an absolute knife fight between us and mellanox to see who comes out number one in this market obviously we both think we're going to win but at the end of the day I've placed my bet and I expect to win all right so Sean can you lay out for us you know where are those battles so traditionally the network adapter it was an OEM type solution right I got it into the traditional server guys yeah and then it was getting the brand recognition for the enterprise customers and pushing that through how much is that traditional kind of OEM is it changing what's having service providers and those hyperscale web giants yes so there's there's three fundamental things when you look at 25 gig you gotta deal with so first off the enterprise is going to be much later because they need the I Triple E version that has backwards auto-negotiation so you know that's definitely a 17 18 pearly transition type thing the play right now is in the cloud and the service provider market where they're rolling out specific services and they're not as concerned about the backwards compatibility so that's where we're seeing the strength of this so they're all the names that you would expect and I have to say one of the interesting things about working with these guys is there n das or even nastier than our Liam India is they do not want you talking about them but it is very much that market where it's a non traditional enterprise type of solution for the next 12-18 months and then as we roll into that next gen around the pearly architecture where we all have full auto-negotiation that's where you're going to see the enterprise start to kick in yeah what what what are the types of applications that are driving this this next bump in speed what is it is it video is it sort of east and west types of application traffic is a big data what's what's driving this next bump so a couple of things you would expect which would be the you know certainly hadoop mapreduce you know those sorts of things are going there the beginning of migration to spark where they're doing real-time analytics versus post or processing batch type stuff so there they really care about it and this is where our DMA is also becoming very very popular in it the next area that most people probably don't think of is the telco in a vspace is the volume as these guys are doing their double move and there going from a TCA type platforms running mostly one in ten they're going to leave right to 25 and for them the big thing is the ability to partition the network and do that virtualization and be able to run deep edk in one set of partitions standard storage another set of partitions in classic IP on the third among the among the few folks that you know you would expect in that are the big content distribution guys so one of the companies that I can mention is Netflix so they've already been out at their at 40 right now and you know they're not waiting for 50 they're going to make another leap that goes forward and they've been pretty public about those types of statements if you look at some of the things that they talked about at NDF or IDF and they're wanting to have nvme and direct gas connection over i serve that's driving 100 gig stuff we did a demo at a flash memory summit with Samsung where we had a little over 3 million I ops coming off of it and again it's not the wrong number that matters but it's that ability to scale and deal with that many concurrent sessions that are driving it so those are the early applications and I don't think the applications will be a surprise because they're all the ones that have moved to 40 you know the 10 wasn't enough 40 might be too much they're going to 25 and for a lot of the others and its really the pop cash side that's driving the hunter gig stuff because you know when that Super Bowl ad goes you got to be able to take all that bandwidth it once yeah so Sean you brought up nvme maybe can you discuss a little bit you know what are the you know nvm me and some of these next-generation architectures and what's the importance to the user sure so nvme is basically a connection capability that used to run for hard drives then as intel moved into SSDs they added this so you had very very high performance low latency pci express like performance what a number of us in this business are starting to do is then say hey look instead of using SAS which is kind of running out of gas at 12 gig let's move to nvme and make it a fabric and encapsulate it so there's three dynamics that help that one is the advent of 25 50 100 the second is the use of RDMA to get the latency that you want and then the third is encapsulation I sir or the ice cozy with RDMA together and it's sort of that trifecta of things that are giving very very high performance scale out on the back end and again this is for the absolute fastest applications where they want the lowest latency there was an interesting survey that was done by a university of arizona on latency and it said that if two people are talking and if you pause for more than a quarter of a second that's when people change their body language they lean forward they tilt their head they do whatever and that's kind of the tolerance factor for latency on these things and again one of the one of the statements that that Facebook made publicly at their recent forum was that they will spend a hundred million dollars to save a millisecond because that's the type of investment that drives their revenue screen the faster they get clicks the faster they generate revenue so when you think of high frequency trading when you think of all those things that are time-sensitive the human factor and that are going to drive this all right so storage the interaction with networking is you know critically important especially to show like this at vmworld I mean John you and I talked for years is it wasn't necessarily you know fibre channel versus the ethernet now it's changing operational models if I go use Salesforce I don't think about my network anymore I felt sort of happen to used Ethernet it's I don't really care um hyper convergence um when somebody buys hyper convergence you know they just kind of the network comes with it when I buy a lot of these solutions my networking decision is made for me and I haven't thought about it so you know what's that trend that you're seeing so the for us the biggest trend is that it's a shifting customer base so people like new tonics and these guys are becoming the drivers of what we do and the OEMs are becoming much more distribution vehicles for these sorts of things than they are the creators of this content so when we look at how we write and how we build these things there's far more multi-threading in terms of them there's far more partitions in terms of the environment because we never know when we get plugged into it what that is going to be so incorporating our l2 and our RDMA into one set of engine so that you always have that hyper for it's on tap on demand and you know without getting down into the minutia of the implementation it is a fundamental shift in how we look at our driver architectures you know looking at arm based solutions and micro servers versus just x86 as you roll the film forward and it also means that as we look at our architectures they have to become much smaller and much lighter so some of the things that we traditionally would have done in an offload environment we may do more in firmware on the side and I think the other big trend that is going to drive that is this move towards FPGAs and some of the other things that are out there essentially acting as coprocessors from you you mentioned earlier Open Compute open compute platform those those foundations and what's going on what is what what's really going on there i think a lot of us see the headlines sometimes you think about it you go okay this is an opportunity for lots of engineering to contribute to things but what's the reality that you're dealing with the web scale folks sure if they seem like the first immediate types of companies that would buy into this or use it what's the reality of what's going on with that space well obviously inside the the i will say the web scale cloud giant space you know i think right now if you look at it you've got sort of the big 10 baidu Tencent obama at amazon web as your microsoft being those guys and then you know they are definitely building and designing their own stuff there's another tier below that where you have the ebays the Twitter's the the other sorts of folks that are in there and you know they're just now starting that migration if you look at the enterprise not a big surprise the financial guys are leading this we've seen public statements from JPM and other folks that have been at these events so you know I view it very much like the blade server migration I think it's going to be twenty twenty-five percent of the overall market whether we whether people like to admit it or not good old rack and stack is going to be around for a very long time and you know they're there are applications where it makes a lot of sense when you're deploying prop private cloud in the managed service provider market we're starting to see a move into that but you know if you say you know what's the ten year life cycle of an architect sure i would say that in the cloud were probably four or five years into it and the enterprise were maybe one or two years into it all right so what about the whole sdn discussion Sean you know how much does qlogic play into that what are you seeing in general and you know we're at vmworld so what about nsx you know is that part of the conversation and what do you hear in the marketplace today yeah it really is part of the conversation and the interesting part is that I think sdn is getting a lot of play because of the capabilities that people want and again you know when you look at the managed service providers wanting to have large scale lower costs that's going to definitely drive it but much like OpenStack and Linux and some of these other things it's not going to be you know the guys going to go download it off the web and put it in production at AT&T you know it's going to be a prepackaged solution it's going to be embedded as part of it if you look at what Red Hat is doing with their OpenStack release we look what mirantis is doing with their OpenStack release again from an enterprise perspective and from a production in the MSP and second tier cloud that's what you're going to see more of so for us Sdn is critical because it allows us to then start to do things that we want to do for high-performance storage it allows us to change the value proposition in terms of if you look at Hadoop one of these we want to be able to do is take the storage engine module and run that on our card with our embedded V switch and our next gen ship so that we can do zero stack copies between nodes to improve latency so it's not just having RDMA is having a smart stack that goes with it and having the SDN capability to go out tell the controller pay no attention this little traffic that's going on over here you know these are not the droids you're looking for and then everything goes along pretty well so it's it's very fundamental and strategic but it's it's a game it's a market in which we're going to participate but it's not one we're going to try and write or do a distribution for okay any other VMware related activities q logics doing announcements this week that you want to share this week I would have to say no you know I think the one other thing that we're strategically working on them on with that you would expect is RDMA capabilities across vMotion visa and those sorts of things we've been one of the leaders in terms of doing genevieve which is the follow-on to VX land for hybrid cloud and that sort of thing and we see that as a key fundamental partnership technology with VMware going forward all right so let's turn back to qlogic for a second so the CEO recently left he DNA that there's a search going on so give us the company update if you will well actually there isn't a search so Jean who is gonna is going to run the ship forward as CEO we've brought in chris king who was on our board as executive chair in person chris has a lot of experience in the chip market and she understands that intimate tie that we have to that intel tick-tock model and really how you run an efficient ship driven organization you know whether we play in the systems in between level you know we're not quite the system but we're not quite the chip and understanding that market is part of what she does and the board has given us the green light to continue to go forward develop what we need to do in terms of the other pieces jean has a strong financial background she was acting CEO for a year between HK and simon aires me after Simon left so she's got the depth she knows the business and for us you know you know it's kind of a non op where everything else is continuing on as you would expect yeah okay last question I have for you Sean I mean the dynamics change for years you know what there was kind of the duopoly Xin the market I mean it was in tellin broadcom oh yeah on the ethernet side it was Emulex and amp qlogic it's a different conversation today I mean you mentioned Intel we talked about mellanox don't you logic you know your old friend I don't lie back on a vago bought broadcom and now they're called broadcom I think so yeah so you know layout for us you know kind of you know where you see that the horses on the track and you know what excites you yeah so again you know if you look at the the 10 gig side of the business clearly intel has the leadership position now we're number two in the market if you look at the shared data that's come out you know the the the Emulex part of a vago has been struggling in losing chair then we have this 25 gig transition that came in the market and that was driven by broadcom and you know for those of us who have followed this business they I think everyone can appreciate the irony of avago of avago buying Emulex and then for all the years we tried to keep him separate bringing them back together was but we-we've chuckled over a few beers on that one but then you've got this 25 gig transition and you know the other thing is that if you look at so let me step back and say the other thing on the 10 gig market is was a very very clear dividing line the enterprise was owned by the broadcom / qlogic emulex side the cloud the channel the the the appliance business was owned by Intel mellanox okay now as we go into this next generation you've got us mellanox and the the original broadcom team coming in with 25 game we've all done something that gets us through this consortium approach we're all going to have a night Ripley approach from there and Intel isn't there you know we haven't seen any announcements or anything specific from Emulex that they've said publicly in that space so right now we kind of view it as a two-horse race we think from a software perspective that our friends at at broadcom com whatever we want to call them or bravado I think is how r CT / first tool that I don't think they have a software depth to run this playbook right now and then we have to do is take our enterprise strength and move those things like load balancing and failover and the SDN tools and end par and all the virtualization capabilities we have we got to move those rapidly into the into the cloud space and go after it for us it means we have to be more open source driven than we have been in the past it means that we have a different street fight for every one of these it represents a change in some of the sales model and how we go to market so you know not to say that we're you know we we've got all of everything wrapped up and perfect in this market but again right time right place and this will be the transition for another you know we think three to five years and there's there's still a lot of interesting things that are happening ironically one of the most interesting things I think it's got to happen in 25 is this use of the of the new little profile connectors I think that will do more to help the adoption of 25 gig in Hunter gig where you can use the RCX or r XC connector there's our cxr see I forgot the acronym but it kind of looks like the firewire HDMI connectors that you have on your laptop's now and now imagine that you can have a car that has that connector in a form factor that's you know maybe a half inch square and now you've got incredible port density and you can dynamically change between 25 50 and 100 on the fly well let Sean Sean you know we've always talked there's a lot of complexity that goes in under the covers and it's the interest who's got a good job of making that simple and consumable right and help tried those new textures go forward all right Sean thank you so much for joining us we'll be right back with lots more coverage including some more networking in-depth conversation thank you for watching thanks for having me

Published Date : Sep 2 2015

**Summary and Sentiment Analysis are not been shown because of improper transcript**

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