Image Title

Search Results for vExpert:

Kyle Ruddy, VMware | VTUG Winter Warmer 2018


 

>> Announcer: From Gillette Stadium in Foxborough, Massachusetts, it's theCube! Covering VTUG Winter Warmer 2018. Presented by SiliconeANGLE. (energetic music) >> Hi, I'm Stu Miniman and this is theCube's coverage of the VTUG Winter Warmer 2018, the 12th year of this user group, fifth year we've had theCube here. I happen to have on the program a first-time guest, Kyle Ruddy, who's a Senior Technical Marketing Engineer with VMware, knows a thing or two about virtualization. >> Maybe a couple of things. >> Stu: Thanks for joining us, Kyle. >> Oh, thank you for having me. I'm happy to be here. >> All right, so Kyle, I know you were sitting at home in Florida and saying, "What I'd like to do is come up in the 20s. "It kind of feels like single digits." Why did you leave the warmth of the south to come up here to the frigid New England? >> (chuckles) Yeah, well, it was a great opportunity. I've never been to one of the VTUGs before, so they gave me a chance to talk about something that I'm extremely passionate about which is API usage. Once I got the invite, no-brainer, made the trip. >> Awesome! So definitely, Jonathan Frappier who we asked to be on the program but he said Kyle's going to be way better. (Kyle chuckles) Speak better, you got the better beard. (Kyle laughs) I think we're just going to give Frappier a bunch of grief since he didn't agree to come on. Give us first a little bit about your background, how long you been VMware, what kind of roles have you had there? >> Yeah, absolutely! So I've probably been in IT for over 15 years, a long-time customer. I did that for about 10 to 12 years of the IT span doing everything from help desk working my way up to being on the engineer side. I really fell in love with automation during that time period and then made the jump to the vendor side. I've been at VMware for about two years now where I focus on creating content and being at events like these to talk about our automation strategy for vSphere. >> Before you joined VMware, were you a vExpert? Have you presented at VMUGs? >> Yes, yes, so I've been a vExpert. I think I'm going on seven years now. I've helped run the Indianapolis VMUG for five to six years. I've presented VMUGs all over the country. >> Yeah, one of the things we always emphasize, especially at groups like this, is get involved, participate, it can do great things for your career. >> Yes, absolutely! I certainly wouldn't be here without that kind of input and guidance. >> Indy VMUG's a great one, a real large one here, even though I hear this one here has tended to be a little bit bigger, but a good rivalry going on there. I want to talk about the keynote you talked about, automation and APIs. It's not kind of the virtualization 101, so what excites you so much about it? And let's get in a little bit, talk about what you discussed there. >> Yeah, absolutely! We were talking about using Ansible with the vSphere 6.5 RESTful APIs. That's something that's new, brand new, to vSphere 6.5, and really just being able to, when those were released, allow our users and our customers to make use of those APIs in however way that they wanted to. If you look back at some of our prior APIs and our SDKs, you were a little more constrained. They were SOAP-based so there was a lot of overhead that came with those. There was a large learning curve that also came along with those. So by switching to REST, it's a whole lot more user friendly. You can use it with tools like Ansible which that was just something that Jon knew quite well. I thought that was a perfect opportunity for me to finally do a presentation with Jon. It went quite well. I think the audience learned quite a bit. We even kind of relayed to the audience that this isn't something that's just for vSphere. Ansible is something you can use with anything. >> For somebody out there watching this, how do they get started? What's kind of some of the learning curve that they need to do? What skillsets are they going to build on versus what they need to learn for new? >> Sure. A lot of the ways to really get started with these things, I've created a ton of blog posts that are out there on the VMware {code} blog. The first one is just getting started with the RESTful APIs that we've provided. There's a program that's called Postman, we give a couple of collections that you can automatically import and start using that. Ansible has some really good documentation on getting started with Ansible and whichever environment you're choosing to work or use it with. So they've got a Getting Started with vSphere, they've got a Getting Started with different operating systems as well. Those are really good tools to get started and get that integrated into your normal working environment. Obviously, we're building on automation here. We're building on... At least when I was in admin, I got involved in automation because there was a way for me to automate and get rid of those tasks, those menial tasks that I didn't really enjoy doing. So I could automate that, push that off, and get back to something that I cared about that I enjoyed. >> Yeah, great point there 'cause, yeah, some people, they're a little bit nervous, "Oh, wait, are these tools going to take away my job?" And to repeat what you were just saying, "No, no." There's the stuff that you don't really love doing and that you probably have to do a bunch. Those are the things that are probably, maybe the easiest to be able to move to the automation. How much do people look at this and be like, "Wait, no, once I start automating it, "then I kind of need to care, and feed, and maintain that, "versus just buying something off the shelf "or using some service that I can do." Any feedback on that? >> Well, it's more of a... It's a passion thing. If it's something that you're really get ingrained in, you really enjoy, then you're going to want to care and feed that because it's going to grow. It's going to expand into other areas of your environment. It's going to expand into other technologies that are within your environment. So of course, you can buy something. You could get somebody from... There are professional services organizations involved, so you don't have to do the menial tasks of updating that. Say if you go from one version to a next version, you don't have to deal with that. But if you're passionate about it, you enjoy doing that, and that's where I was. >> The other thing I picked up on is you said some of these things are new only in 6.5. One of the challenges we've always had out there is, "Oh, wait, I need to upgrade. "When can I do it? "What challenges I'm going to have?" What's the upgrade experience like now and anything else that you'd want to point out that said, "Hey, it's time to plan for that upgrade "and here are some of the things that are going to help you"? >> We actually have an End of Availability and End of Support coming up for vSphere 5.5. That's going to be coming up in here later this year in September-October timeframe. So you're not going to be able to open up a support request for that. This is a perfect time to start planning that upgrade to get up to at least 6.0, if not 6.5. And the other thing to keep in mind is that we've announced deprecation for the Windows version of vSphere. Moving forward past our next numbered release, that's going to be all vCenter Server Appliance from that point forward. Now we also have a really great tool that's called the VCSA Migration tool that you can use to help you migrate from Windows to the Appliance. Super simple, very straightforward, gives you a migration assistant to even point out some of those places where you might miss if you did it on your own. So that's a really great tool and really helps to remove that pain out of that process. >> Yeah, it's good, you've got a mix of a little bit of the stick, you got to get off! (Kyle chuckles) I know a lot of people still running 5.5 out there as well as there's the carrot out there. All the good stuff that's going to get you going. All right, hey, Kyle, last thing I want to ask is 2018. Boy, there's a lot of change going on in the industry. One, how do you keep up with everything, and two, what's exciting you about what's happening in the industry right now? >> As far as what excites me right now, Python. That's been something that's been coming up a lot more with the folks that I'm talking to. Even today, just at lunch, I was talking to somebody and they were bringing up Python. I'm like, "Wow!" This is something that keeps coming up more and more often. I'm using a lot more of my time, even my personal time, to start looking at that. And so when you start hearing the passion of people who are using some of these new technologies, that's when I start getting interested because I'm like, "Hey, if you're that interested, "and you're that passionate about it, "I should be too." So that's kind of what drives me to keep learning and to keep up with all of the latest and greatest things that are out there. Plus when you have events like this, you can go talk to some of the sponsors. You can talk and see what they're doing, how to make use of their product, and some of their automation frameworks, and with what programming languages. That kind of comes back to Python on that one because a lot more companies are releasing their automation tools for use with Python. >> Yeah, and you answered the second part of my question probably without even thinking about it. The passion, the excitement, talking to your peers, coming to events like this. All right, Kyle Ruddy, really appreciate you joining us here. We'll be back with more coverage here from the VTUG Winter Warmer 2018. I'm Stu Miniman. You're watching theCube. (energetic music)

Published Date : Jan 30 2018

SUMMARY :

it's theCube! I happen to have on the program I'm happy to be here. "What I'd like to do is come up in the 20s. so they gave me a chance to talk about something on the program but he said Kyle's going to be way better. I did that for about 10 to 12 years of the IT span for five to six years. Yeah, one of the things we always emphasize, that kind of input and guidance. even though I hear this one here has tended to be We even kind of relayed to the audience and get back to something that I cared about And to repeat what you were just saying, and feed that because it's going to grow. "and here are some of the things that are going to help you"? And the other thing to keep in mind is that All the good stuff that's going to get you going. and to keep up with all of the latest and greatest things Yeah, and you answered the second part of my question

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Jonathan FrappierPERSON

0.99+

KylePERSON

0.99+

Kyle RuddyPERSON

0.99+

fiveQUANTITY

0.99+

JonPERSON

0.99+

FloridaLOCATION

0.99+

seven yearsQUANTITY

0.99+

FrappierPERSON

0.99+

PythonTITLE

0.99+

2018DATE

0.99+

second partQUANTITY

0.99+

fifth yearQUANTITY

0.99+

VMwareORGANIZATION

0.99+

12th yearQUANTITY

0.99+

StuPERSON

0.99+

Stu MinimanPERSON

0.99+

six yearsQUANTITY

0.99+

vSphere 6.5TITLE

0.99+

Gillette StadiumLOCATION

0.99+

WindowsTITLE

0.99+

over 15 yearsQUANTITY

0.99+

todayDATE

0.99+

twoQUANTITY

0.98+

first-timeQUANTITY

0.98+

first oneQUANTITY

0.98+

vSphereTITLE

0.98+

one versionQUANTITY

0.98+

Foxborough, MassachusettsLOCATION

0.98+

New EnglandLOCATION

0.98+

OctoberDATE

0.98+

SeptemberDATE

0.97+

firstQUANTITY

0.97+

6.5QUANTITY

0.97+

about two yearsQUANTITY

0.96+

later this yearDATE

0.96+

OneQUANTITY

0.96+

12 yearsQUANTITY

0.95+

about 10QUANTITY

0.94+

vSphere 5.5TITLE

0.94+

VTUGEVENT

0.94+

VTUG Winter Warmer 2018EVENT

0.94+

PostmanTITLE

0.93+

VMUGsORGANIZATION

0.87+

SiliconeANGLEORGANIZATION

0.87+

a thingQUANTITY

0.87+

RESTTITLE

0.86+

VMwareTITLE

0.86+

AnsibleORGANIZATION

0.84+

oneQUANTITY

0.82+

VCSATITLE

0.82+

at least 6.0QUANTITY

0.74+

theCubeORGANIZATION

0.72+

vExpertORGANIZATION

0.68+

Winter WarmerEVENT

0.68+

5.5QUANTITY

0.66+

theCubeCOMMERCIAL_ITEM

0.65+

One of the challengesQUANTITY

0.62+

vCenterTITLE

0.61+

Indy VMUGORGANIZATION

0.6+

ton of blog postsQUANTITY

0.56+

singleQUANTITY

0.54+

Indianapolis VMUGORGANIZATION

0.54+

AnsibleTITLE

0.53+

20sQUANTITY

0.51+

101QUANTITY

0.44+

coupleQUANTITY

0.38+

VTUGsORGANIZATION

0.32+

VMworld 2017 Preview


 

>> Announcer: From the SiliconANGLE Media office in Boston, Massachusetts, it's theCUBE. Now, here are your hosts, Dave Vellante and Stu Miniman. >> 2010 was the first year we brought theCUBE to VMworld. At that time, VMware was a $2.5 billion company with former Microsoft exec Paul Maritz at the helm. Two years earlier, in a stunning development, VMware fired co-founder and CEO Diane Greene, which sent the company's stock tumbling almost 25%. Under pressure from investors, Joe Tucci, the chairman of EMC, made the move after a rocky four-year relationship with Ms. Greene. EMC purchased VMware in 2004 for $635 million. The Maritz years were marked by a strategy to move the company beyond the hypervisor into new areas of growth, including desktop virtualization and applications, which were met with mixed market responses. To Maritz's credit, however, the company continued to expand its presence in the data center, and under his leadership remained highly competitive with Microsoft, who was seen at the time as VMware's main rival. In 2012, the company named long-time Intel and then recently EMC exec, Pat Gelsinger as its CEO. Gelsinger inherited a roughly $4.5 billion company, staring into the teeth of the oncoming cloud megatrend. Gelsinger quickly embarked on a strategy to refocus on the core business, buoyed by a restructuring of many of the VMware assets that EMC and VMware folded into a new company called Pivotal. Gelsinger made several attempts to maintain and expand VMware's total available market with a public cloud play called vCloud Air, which ultimately failed. On the plus side of the ledger, however, Gelsinger led VMware's software-defined data center strategy grabbing pieces of its value chain that were historically left for the ecosystem. Of course, the most notable being NSX, the company's software-defined networking product, and vSan, a software storage play. Fast forward to 2017, and add to these developments the momentum of VMware's cloud management and orchestration offerings, its security and other multi-cloud services, and you now have a nearly $8 billion revenue company growing at 10% per anum, with a $40 billion market cap, and a new owner, namely, Michael Dell and company. Hello, everyone. My name is Dave Vellante and I'm here with Stu Miniman, and this is our VMworld 2017 preview. Stu, thanks for joining me. >> Dave, can't believe it's bene eight years we've been doing theCUBE at VMworld. >> Right, and we have been tracking this, Stu, and now, as we were saying, we see new owners, Michael Dell, Dell buying EMC, and of course VMware maintaining the vast majority of the ownership. Stu, what has changed since Michael Dell purchased VMware? What's changed in terms of Dell, its ownership, and also in the past year? >> Yeah, so it's been one of the top questions. Last year, John Furrier and I interviewed Michael Dell, and there were still everybody trying to say after the acquisition happened, "Aren't you going to just sell of VMware because VMware "needs to be independent, "they need to be able to partner with everyone?" And Michael was basically like, just lit a fire underneath him, and he's like, "People that think I'm going to sell it "don't understand the business plan "and they don't understand math." Everybody thought, "Oh, you got to sell them off "to be able to pay down the debt," and he's like, "No. "VMware has been called the jewel of this acquisition "of EMC, the largest acquisition in tech history." And that relationship of VMware is something that's still playing out. One piece of it, you mentioned vSAN, one of the success stories, there was the failure of EVO:RAIL, which was kind of the first generation solution put together sold through a whole lot of partners. They took that whole product and marketing team and put them together with EMC and created the VxRail team, which now reports up to Chad Sakac. On the Dell/EMC side, VxRail doing quite well, vSAN doing phenomenally well. They claim to have the most number of customers for any product in the hyper-converged infrastructure space. Lots of different solutions out there. So, some of that blending of how Dell/EMC and VMware, we see a little bit of that, but still, VMware partners with everyone. VMworld, still, Dave, is probably the largest infrastructure ecosystem out there, and even if we look at cloud, it's one of the more robust ecosystems out there. The only one probably rivals it these days is Amazon. >> Stu, isn't Dell's ownership of VMware somewhat more threatening to server vendors in particular than EMCs? Especially Cisco, IBM, HPE, large volume movers of VMware licenses, how has that affected the dynamic in the ecosystem? >> Yeah, Dave, we've talked in previous years. I was at EMC back at the beginning of the VMware relationship. EMC really didn't know what it was getting when it got VMware. It was less dollars were going to go into servers because we consolidate with virtualization, and less dollars to servers should mean more dollars to storage, good for EMC. Well, Dell, number one thing that Michael Dell wants to do is sell Dell servers. So, of course, if I'm someone else in that ecosystem, if I'm selling other servers, if I'm selling storage that doesn't run on Dell gear and not part of that Dell ecosystem, absolutely it could be a threat. Micheal has maintained the they're going to keep VMware, allow them to have their independence, and I haven't heard too many rumblings from the ecosystem that they've messed up the apple cart from VMware's standpoint. >> Okay, last year the talk was that Pat Gelsinger was on his way out. >> Stu Miniman: Yeah. >> You see Pat Gelsinger doesn't appear to be on his way out. There's earnings momentum, which we'll talk about, but thoughts on management? >> Yeah, so, right, Dave. Number one thing is we thought Pat would be out. Things are doing better from a stock market. You talked about the growth, 10% per anum right now is solid VMware. We've seen a number of moves and changes, people that, there have been a lot of people that have left. There's new people that have come in. There are areas that are doing quite well, and virtualization is still a mainstay of the data center. One of the things we'll talk about, I know, is that Amazon relationship, which we expect to hear a lot about at the show. Amazon's one of the Global Diamond partners, which, a year ago if you had said that Amazon was one of the top partners up there with the likes of Hewlett Packard Enterprise, OVH took over the vCloud Air business, which is, as you said, it failed from VMware's standpoint. They still have a number of partners. Companies like Rackspace, OVH that took over that vCloud Air business, and lots of service providers are doing quite well selling VMware lots of places. And virtualization still is the foundational layer for most infrastructure. >> So VMware pre-announced earnings to the upside and future growth ahead of expectations, so the stock got a nice pop out of that. What's driving that momentum? >> The two areas you talked about first. vSAN is doing quite well. It's driving a lot of adoption and trying to get VMware to be a little bit more sticky and really kind of slowly expand as opposed to big chunks. We talked about when Pat first went in as CEO, it was, VMware had to play a similar game to what Intel did, Dave, which is how do they expand what they're doing without really ostracizing their ecosystem. And, to their credit, they've done a pretty good job of that. They baked in some backup solutions, but lots of backup solutions, you and I were at the vMon conference earlier this year. VM's still doing a very solid business inside of VMware's ecosystem. Lots of other players that play well there. NSX is really starting to hit its stride, that networking piece, but where a few years ago we were talking about it was VMware versus Cisco, well, they seem to be kind of settling into their swim lanes. Cisco still has their core networking business. Cisco's trying to become more of a software company. Cisco actually recently bought Springpath, which was their hyper-converged product, but today that's far behind what vSAN's doing, revenue, users, and everything like that. AirWatch was another acquisition. Sanjay Poonen really helped drive that forward. So the mobility play, VMware's doing well. A lot of the emerging areas, we've been waiting to see where VMware goes with them. Things that I look at like containerization, server lists, open stack VMware had some plays there. They are really kind of nascent at this point and haven't really exploded. I always look at this show, are we seeing many developers there? Lots of the shows we go to have a big developer group. We'll have a little bit of developers, but it's really still a small piece of the overall picture. There's still lots of virtualization admins, people looking at where VMware fits into cloud, and that's kind of where it sits today. >> Let's talk about the competitive dynamic, which is totally different. I mean, back when we first started covering VMworld with theCUBE, 2010, it was really Citrix, Microsoft, Citrix with VDI. You mentioned AirWatch, which kind of flipped the dynamic a little bit. Quite a bit, actually. But Microsoft was the key virtualization competitor. Now it's like competitors, partners, you've got Google Cloud, now, of course, Diane Greene running Google Cloud, which is kind of ironic. We can talk about that. Microsoft with Azure, AWS, which is, we expect to hear a lot from VMware at VMworld 2017 about the AWS relationship. Certainly, IBM with its cloud. Nutanix, which launched at VMworld several years ago, is now more competitive. You mentioned Cisco. They're clearly more competitive with NSX. How do you describe the competitive landscape? What should we be watching at this year's show? >> Yeah, Dave, first of all, you talked about how VMware grew from kind of the $2.5 billion to more like an $8 billion, so of course they're bumping into, kind of going over some of their swim lanes a little bit, and the market has matured. Absolutely, hyper convergence for the last few years has been one of the hot spots, not only for VMware, first when they launched vSAN, it actually was the tide that rose for a lot of their competitors out there. Nutanix, SimpliVity, many of these companies said that they actually stopped a lot of their outbound marketing for about a year because all the people that called up looking at vSAN went to those solutions. Now vSAN's hitting its stride. It's doing really well. I highlighted how VxRail is doing great revenue on the Dell/EMC side, and there's still lots of partners that VMware has. So hyper converge, absolutely something that we'll see there. Cloud, big piece. I mentioned Rackspace, OVH, all the service providers. The vCloud Air network is still kind of there. So how VMware is getting into the service providers, how they're getting into the cloud, I know we'll talk a little bit more about the cloud piece. Last year it was the Cloud Foundation suite, which takes vSAN, and NSX, and vSphere, puts it all together with a management, and that's something that VMware wants to be able to put on prem in a service provider or in AWS. So really, wherever you go, VMware is going to be there and stretch that, but it's like a four-node star configuration. It doesn't natively go into Amazon. That's been a lot of the lift that's been happening over the last year to try to get that VMware on AWS working, and I hear it's not 100% baked yet by the time we get to the show, but working out a lot of those details. But cloud, hyper-converged, some of the new ones. VDI will still come up too, I'm sure. >> How about Docker? Where do they fit in the competitive landscape? >> Yeah, it's interest, remember, I remember the last year we had the show in San Francisco we had Ben Golub, a CEO at Docker, on the program there. Ben's no longer the CEO. They switched CEO's. We had theCUBE at DockerCon this year. Containers, absolutely very important. VMware has something called VMware Integrated Containers. I hear a little bit about it, but most people, if they're saying, "I'm doing virtualization," they're probably doing it on Linux. So Red Hat Summit this year, heard a lot about containers. We're going to have theCUBE at Kubecon, which is the Kubernetes show, later this year. So we know VMware plays a little bit with Docker. I'd love to see VMware saying how they fit into the Kubernetes piece a little bit more. We heard of the Cloud Foundry Summit earlier this year, how Pivotal kind of fits into that environment and they've got a way to be able to spread across multiple environments there. But VMware tends to play in a little bit more traditional applications. And, Dave, when you talk about a competitive standpoint, that's what I look at for VMware. The biggest threat to them is they don't own the application, so Microsoft, Oracle, IBM, and all those cloud-native apps that are getting put in the public cloud, like Google, and Amazon, and Microsoft, does that leave VMware behind? Does VMware, I heard it many times last year, become the new Legacy? >> Well, and, but they're clearly positioned as an infrastructure player, so let's talk about that. I mean, cloud has become the new, infrastructure and service, become the new big competitive threat to on-prem infrastructure. Wikibon has done some research on the true private cloud. Interestingly, I mean, true private cloud essentially is a moniker representation of public cloud-like attributes on prem, bringing cloud, cloud models, to the data, for example, and Wikibon has forecast that as the largest market. I think I've got some data here. It shows that true private cloud over time will be a $230 billion market, whereas infrastructures and service in the public cloud will be about 150 billion. So you expect that true private cloud is going to overtake that. It's growing faster. The CAG here is 33% versus public IAS at 15%, but the big thing is staff. >> Yeah. >> Staffing, getting taken out essentially, getting out of non-differentiated heavy lifting, but what is VMware's cloud strategy generally, but specifically with regard to bringing the cloud model to the data on prem? >> Yeah, so when we created the true private cloud definition, we said,"Vvirtualization alone is not cloud, "and therefore, what do we need? "We really need to have that automation, "that orchestration." And VMware had done a number of acquisitions, they're putting the suite of solutions together, and it's more than just saying, "Oh, I have six different software products; "here's a bundle." How do we fully integrate that? And that's what the Cloud Foundation suite's what VMware put together so that I can have it in a virtual private cloud in Amazon. And it's something basically VMware manages it, but it's Amazon's data center, and that's plugged into the public clouds. I can do the similar sort of thing in the service providers and that's why, with our forecast, Dave, we show in about five years, true private cloud should have more revenue than public cloud. Big reason is because there's a whole lot of Legacy out there and moving from all of my, most companies hundreds if not thousands of applications, getting all of them to the public cloud is tough. Having them in a virtualized environment and being able to slide them over to this kind of environment makes a lot of sense. I can do that. And the shift of my workloads and my applications going to microservices really starting to break apart some of the the pieces is something that a lot of times that's going to take five to 10 years. So, in the meantime, we're going to shift kind of Legacy to private cloud while we're picking off the things that we can with the public cloud. And VMware with their Cloud Foundation suite and their solutions that they're putting together, networking as, really, the inter fabric with NSX, vSAN making it easy to make those applications a little bit more portable between different types of infrastructure, but that's really, VMware is they put their cloud play, and they have a very large set of partners that they're working with in this space. >> So, Stu, how should we look at the VMware AWS deal? Is it AWS's attempt to get a piece of the true private cloud action on prem? Is it VMware's initiative to try to actually get a cloud strategy that has teeth, and works, and has longevity? How should we think about that? >> Yeah, it's, of course, a little bit of both. At its core, I think it's Amazon looks at 500,000 VMware customers that have data center deployments and they're going to stick a straw into that environment and say, "Come try out the first taste of our services," and once you get on the Amazon services which, by the way, they're launching, what, three new features every week, I think. I was at the Amazon Summit in New York City recently and it was like, "Oh, it's a regional summit," there were like three main announcements. No, I got the email. There were like 12 announcements and each one of them were kind of cool and things like that. So it absolutely is how do I get customers comfortable with moving to this new model. I think one of the things that Microsoft did really well is when they pushed everybody to Office 365, they said, "SaaS is the way you should always think "about buying your applications going forward, not, "I'm going to deploy a server for my Outlook, "I'm going to deploy infrastructure for my SharePoint." It's, "I'm going to buy Office 365 and that's just "the way it's done." So they made it the okay. Now VMware, it's really dangerous, in a way, saying, working with Amazon, now we're saying, "Hey, playing on Amazon's safe. "The water's nice." And once they get in that water and you have access to all of those cool things that Amazon keeps putting out, which, by the way, Dave, the week after they announced the partnership of VMware and AWS, what Amazon announced was, "There's a really easy "migration service that, if you have "a VMware Ware environment, "you just kind of click this button." And I'm pretty sure it's for free. "You can now be completely on AWS "and you don't have to pay for VMware licensing anymore. "Wouldn't that be nice?" >> So, okay, so the way you've phrased it or framed it, is it sounds like that VMware, with its half a million customers, has more to lose than AWS in this deal. Is that the right way to think about it or is this not a zero-sum game? >> I don't think it's a zero-sum game when, you brought up the true private cloud. The data center still, there's room for some growth with VMware, even if people are 90% virtualized now, there's some room for growth there. Public cloud, though, has a strong growth engine, so now VMware has a play there. Rather than saying, "It's the book seller, don't go there," they want to have a play. Michael Dell, Dave, I'm sure we're going to ask him, say, "Hey, what do you think the world's going to look like "in five years? "You've got your Azure Stack partnership "that you're lining up with your server division "and with EMC, you've got Amazon that VMware's playing with, "you've got your data center; "how does that go?" And, of course, Michael being the smart businessman that he is, is going to say, "Uh, yeah, you're going to buy Dell "no matter what solution you go with, "and I'm going to have a strong position "in all of them." but it definitely is, we're in a bit of a transitional phase as to how this is going to look. We've, for years, been arguing how big does public cloud get, what applications go where. I do think that this has the potential to accelerate a little bit from VMware's standpoint. VMware customers getting in this environment, trying out some of the new things. I know lots of people that were in the virtualization community that are now playing in the public cloud, getting certified, doing the same things that they did a decade ago to get on public cloud. So, as those armies of certified people kind of move over in the skillset, we have a generational shift going on and lots of people are going to be like, "Hey, I don't want to spend 12 to 18 months "building a temple for my data anymore. "I can just spin this up really fast and move." It's interesting, Dave, Cycle Computing, one of the earliest customers that we interviewed at Amazon, was just acquired by one of the other cloud guys, not Amazon. So companies that know, that was an HPC company that was, rather than spend 18 months and $10 million, we can do the same thing in, like, a few weeks and $10,000. >> They're super computing in the cloud. All right, let's wrap with what to expect at VMworld 2017. Obviously it's going to be a lot of people there. They're your peeps. A lot of partying going on. It's like, it used to be Labor Day kicked off the fall selling season, and for years it's been VMworld. What should we look for this year? >> Yeah, so, I'm excited, Dave. It's always, this community, they spend like the whole summer getting ready for it. I'm actually going to be sitting on a panel at Opening Acts, which is, the VMunderground group does on Sunday. So the event really, it doesn't start Monday, Dave, it actually, a lot of people are already flying in by the time this video goes up. They're doing things Saturday. On Sunday there's three panels. I'm sitting on one on buzz words in IT, so to things like cloud and server lists. Are those meaningful or are those a total waste of our time? So that kind of gets us started. You mentioned lot of good parties at the show always. There's the vExpert community. I was a vExpert for a number of years back when it was, you know, hundred, couple hundred people. I think there's now 1,500 vExperts worldwide. We've got a bunch of hosts coming in to help us, including John Troyer who created the vExpert program, Keith Townsend, Justin Warren, excited to have them. Lisa Martin's going to be co-hosting, along with you, me, John Furrier and Peter Burris. So we've got a big team. We've got two sets. We've got a great lineup at theCUBE. Two sets, three days in the VMvillage, which this year is on the first floor right outside of the Expo Hall. So it's one of those things I don't expect to sleep a lot. I expect to see a lot of people, bump into 'em on the show floor, stop by theCUBE, see the parties, and definitely see 'em in the after parties. >> Great. Well, as Stu says, we have two sets going on, so please stop by and see us. Stu, thanks very much for helping me with this VMworld preview. We'll see you in Vegas next week. Thanks for watching, everybody. See you in Las Vegas. This is theCUBE. (electronic music)

Published Date : Aug 22 2017

SUMMARY :

Announcer: From the SiliconANGLE Media office of many of the VMware assets that EMC and VMware Dave, can't believe it's bene eight years and also in the past year? and he's like, "People that think I'm going to sell it Micheal has maintained the they're going to keep VMware, was on his way out. You see Pat Gelsinger doesn't appear to be on his way out. One of the things we'll talk about, I know, so the stock got a nice pop out of that. Lots of the shows we go to have a big developer group. Let's talk about the competitive dynamic, how VMware grew from kind of the $2.5 billion We heard of the Cloud Foundry Summit earlier this year, I mean, cloud has become the new, the things that we can with the public cloud. and they're going to stick a straw into that environment Is that the right way to think about it and lots of people are going to be like, the fall selling season, and for years it's been VMworld. You mentioned lot of good parties at the show always. Well, as Stu says, we have two sets going on,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

Lisa MartinPERSON

0.99+

MichaelPERSON

0.99+

EMCORGANIZATION

0.99+

Keith TownsendPERSON

0.99+

AWSORGANIZATION

0.99+

Diane GreenePERSON

0.99+

Dave VellantePERSON

0.99+

IBMORGANIZATION

0.99+

Pat GelsingerPERSON

0.99+

John TroyerPERSON

0.99+

CiscoORGANIZATION

0.99+

Justin WarrenPERSON

0.99+

VMwareORGANIZATION

0.99+

OracleORGANIZATION

0.99+

Ben GolubPERSON

0.99+

Peter BurrisPERSON

0.99+

AmazonORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

MaritzPERSON

0.99+

Paul MaritzPERSON

0.99+

2012DATE

0.99+

2004DATE

0.99+

Stu MinimanPERSON

0.99+

GreenePERSON

0.99+

Joe TucciPERSON

0.99+

VegasLOCATION

0.99+

GelsingerPERSON

0.99+

Sanjay PoonenPERSON

0.99+

90%QUANTITY

0.99+

12 announcementsQUANTITY

0.99+

fiveQUANTITY

0.99+

$230 billionQUANTITY

0.99+

StuPERSON

0.99+

Last yearDATE

0.99+

18 monthsQUANTITY

0.99+

John FurrierPERSON

0.99+

San FranciscoLOCATION

0.99+

Hewlett Packard EnterpriseORGANIZATION

0.99+

12QUANTITY

0.99+

MondayDATE

0.99+

$2.5 billionQUANTITY

0.99+

$10,000QUANTITY

0.99+

$10 millionQUANTITY

0.99+

OVHORGANIZATION

0.99+

IntelORGANIZATION

0.99+