(lively techno music) >> Announcer: From Gillette Stadium in Foxborough, Massachusetts, it's theCUBE. Covering VTUG Winter Warmer 2018, presented by SiliconANGLE. >> Hi, I'm Stu Miniman, and this is theCUBE's coverage of the VTUG Winter Warmer here in 2018. Happy to welcome to the program, first time guest and first time company on the program, Dilip Advani, who's the vice president of marketing at Uila. Great to see you. >> Thank you Stu. Great to be here. >> All right, so Dilip, first, tell us a little bit about your background and what brought you to Uila. >> Yeah. So again, my background has been on the analysis side and the protocol analysis side. I have been, in the past, focused on the wireless aspects of the business. I have led teams on product strategies and product marketing in my past history. What I have done is, the reason I came to Uila, is because of the rich history, from the founders who have great experience on the deep packet inspection and the protocol analysis side. And they decided to bring this to the virtualization world and that's what got me very interested in Uila. >> Okay. So Uila itself, we've worked with a number of the team. Fluke Networks? Was that where... >> This was, yeah this was from the original AirMagnet Fluke Networks team as well. So this is the team that actually built the world's first analyzer product, which was Net XRay from Cinco Networks. >> Okay, great, tell us the why of Uila, why today, what's different, what's the big problem it's helping us solve. >> Yeah, so before I talk about what Uila does, and then, what role it plays in the industry, I wanted to address one question that people frequently ask us, "What does Uila actually mean?" The joke around the office is that, because the founders like to go to Hawaii, a lot, >> Stu: (laughs) >> That's why they came up with the Hawaiian name. It actually means "lightning in the cloud" in Hawaiian. But there's a deeper meaning to that. We, actually, we are the power and the guiding light behind some of the challenges that people have with their cloud environment. So what Uila, If you step back and talk about what Uila as a company does, we are a young and dynamic company based out of the Silicon Valley, and what we do is, we do application-centric infrastructure monitoring. We pinpoint the bottlenecks that may exist on your infrastructure, and we also help users on the hybrid cloud workload migration strategy. >> Yeah, I hear "application-centric," and there's been hardware companies that sometimes use that term, and it really more infrastructure-centric, that applications sit on. So, maybe tell us a little bit about where you sit and what you look at and how much is kind of tied to the application versus the infrastructure. >> Absolutely, right. At the end of the day, everything goes back to the application, all the business service. And obviously, the business service is running on the infrastructure. So we target the IT operations team. We want to make sure that they don't end up being the fall guy, or the team to be blamed for anything and everything that goes wrong with the network. Sometimes it is the infrastructure, but at times it could be the application itself, as well. So, that is where Uila plays a role, to help in that full stack monitoring, to avoid the finger-pointing discussion that takes place between the operations team as well as the application teams, or any other teams within the organization. >> I think that's a great point. It's interesting, when the dev ops wave, some people throw out that term "no ops," it's like, operations is real important. I interviewed Solomon Hykes from Docker, and he said, "The reason we did container wasn't to get away from the operator, it was actually to create tools to help the operator, and it enables the developer and the application side, but ops is still pretty critical." >> Absolutely, absolutely. That's where, I think, everything ends. So that's been our focus, to make sure that we provide a solution for that particular team, so that they can help solve any challenges that you may have in your data center. >> Okay, need to understand where this lives, because, today, customers, especially at an event like this, there's virtualization and there's cloud, and there's a huge spectrum of what cloud means to customer. Some of them, cloud is, I'm a small company, maybe it is mostly public cloud. Everybody's doing SaaS. Most companies have some in their on-premises, whatever you want to call that, and heck, there's even the edge stuff, is becoming majorly important, but it's the, everything, whether you call it multi-cloud or hybrid cloud, how do you put that all together? There's lots of challenges there, where do you fit in this overall puzzle? >> Absolutely. In terms of the private cloud, like I mentioned, our main goal is to help you solve the performance bottleneck, whether it's on the application side or the infrastructure side, and help you solve that problem. But what trends we are seeing, is, a majority of the customers, just like the industry in general, is looking towards the hybrid cloud, or multi-cloud, or whatever you want to call that. We are seeing a lot of customers move towards that strategy, but again, they are struggling with defining that strategy. They're struggling with how you get going on this particular path of taking their applications or their business services, which, traditionally I've stated in the private data center and moving it to the public cloud as such. So that's where we've seen organizations struggle with understanding what their current scenario looks like, what their current applications look like, how they're dependent on each other. Again, documentation, obviously, as you know, is that last thing on IT people's minds. Or, if they have a document ready, it's outdated as soon as it's created. So that's where we've seen a lot of organizations struggle, with getting that visibility into what exists within their environment, as they plan about taking their applications to the hybrid cloud. >> Okay, so Dilip, I just want to make sure I understand. Things like performance management, do you look at both sides of a hybrid, both the public and the private, or is it primarily in the private? >> We look at both sides, on the private side as well as the public side. And on the private side, like I mentioned, not only do we help on the performance monitoring there, but we also help you define your migration strategy. >> Okay, when I think about all those things you were talking about, I'm surprised I haven't heard some mention of machine learning, artificial intelligence, 'cause things are growing, things are changing so fast, there's no way the administrator can do it themselves, what's the secret sauce, where's the software, where do you fit in, or do you just stay away from those buzzwords? >> No, no, no, again, I think everybody likes to use those buzzwords. >> Stu: (Laughs) >> We do the same as well. I think, when you think about artificial intelligence, or machine learning, at the end of the day, it goes back to the predictive analysis capabilities that organizations must have for their data centers, because at the end of the day, it's about being proactive, not just being reactive, to issues that could be occurring on your network. So, mining the data that's being collected on your current environment and using that, by artificial intelligence, or machine learning, to figure out what are the resources that will be needed as they expand their own capacities within their own environment and such. Or, being able to predict that they need to assign certain resources, or they're going to run into a certain issue, if they don't assign certain resources, or they don't do something, which could impact their business performance. >> Okay, Dilip, want to just step back for a second, give us a snapshot of the company. How many people, what can you share about funding, the state of the product, is it, actually GA? >> Yeah, absolutely. Like I mentioned, we are a young and dynamic company located in Silicon Valley. We are founded three or four years ago, we have a product that's shipping, we have lots of customers. In terms of funding, we have gone through Series A round of funding and such. And we have customers across different verticals. Whether it's healthcare, whether it's retail, and whether it's MSB type of customers as well. >> And you're 100 percent a software company, how do people engage? Is there like a free trial demo type thing, or how do people get started? >> Yeah. Again, we're a pure software company, so if you look at how Uila gets installed, we get installed as a guest VM, on top of the hypervisor. So this could be a Hyper-V environment, or it could be a VMware type of an environment. And then what we do is we do deep packet inspection to get the application and the network information. >> You mentioned VMware and Hyper-V, public clouds, which ones? >> Public clouds, AWS, Google cloud, so we are more agnostic on that side. >> Stu: Great. >> So we do deep packet inspection, to get those details, on the application and network side, and then we also talk to vCenter, to get all of the compute and storage statistics. So again, a pure software solution, we do have trials available, we have a 30-day trial available for our software, so in case anybody is interested, they can obviously go to our website, at Uila.com, and then request a trial. We work with the customer to install it, we train the person who's doing the trial, and then, after the trial, we even do data reviews, and show you what issues that may be existing in your network. So like a true performance assessment of your data center. >> Okay, and who's the typical administrator of this? Is this same person using vCenter admin, or doing their public cloud management? And I'm curious what dynamics you're seeing in the company, when they've got both sides of that, and how that plays? >> Yeah. So typically, we're seeing virtualization engineers, or IT architects, who are using the Uila solution. And the trend we are seeing between the private and the public cloud is that many of the people who had the responsibility on the private side, it's the same group of people who are still responsible for managing the environment on the public cloud side. So it's not only important to make sure the availability of the infrastructure continues, as you go from your private to your public cloud, but also the application and user experience continues, so that's why having the same group of people managing and monitoring is the trend that we are seeing with our customers. >> Okay. Dilip, want to give you the final word. What brings Uila to an event like this? >> Again, this is the first time we've come to VTUG, we have been doing many other community events, in other locations. Uila believes in working with the community, so that's why we've been engaged with the vExperts, as well as the community in general. And we think this is one of the premier events where the right people in the community, in terms of the technical professionals, hang out. So that's why we decided to come to the VTUG event. And I'm pretty sure I will be back for the Summer Slam as well. >> Well, Dilip Advani, really appreciate the updates, and telling our audience a little bit about Uila, it's lightning in the cloud. For some reason we haven't had the CUBE yet in Hawaii, maybe we need to re-change >> Instead of water, we'll have mai tais there. (laughing) >> Absolutely. Lots more coverage here, at the VTUG Winter Warmer 2018, I'm Stu Miniman, you're watching theCUBE. (energetic techno music)

>> 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)