After thinking over Paul Millers' presentation last night, here's what stuck with me.

Convergence is the mega-trend

• It's a bigger idea with bigger implications than consolidation and unification - it's transformational
• Convergence collapses the stack. That means fewer stuff, less cost, complexity in a converged infrastructure.
• HP is looking at processes, applications, facilities and more as part of convergence - not just server, network, storage

Everything as a Service is about economics

• Virtual storage delivered as service is a powerful idea for virtual infrastructures.  Think a SAN at the costs of a bunch of disks over Ethernet.  Big economic shift there.
• Private clouds are about time to market. The example of how one HP customer could go from 33 days to 108 minutes to design, deploy and go live with their infrastructure solution is not only a huge savings, but a huge competitive advantage.
• Extreme scale brings extreme challenges.  The economics in that reality are about pennies and seconds.  You really have to think differently.

Here are Paul's presentation slides or you can check him on video - taken as a live stream from the front row.  We'll have the fancy version on video later today.