 Hi everybody, this is Dave Vellante of Wikibon.org and I'm here with Mark Risen Hopkins of SiliconANGLE.com. SiliconANGLE and Wikibon's continuous coverage of Oracle Open World Live 2011. We're here in Moscone Center. And the big news today, Mark, is Mark Benioff, the other Mark, was booted off of the keynote, is what the world is saying. Unceremoniously ejected. So basically, here's the story. Mark Benioff tweeted out last night that, quote, Larry has canceled my keynote. Can you see that? He actually printed up copies of his tweet as handing him out outside. Larry just canceled my keynote. Sorry. Join me at the St. Regis AME restaurant at 10.30 a.m. The cloud must go on. So that's the big story here. What's happening is we've got the inside story at SiliconANGLE. What's happening here is you all know the rift between Mark Benioff, former Oracle, former Ellison Lieutenant, now head of Salesforce.com, making many accusations about Oracle, saying Oracle is the false cloud. Oracle, of course, responding with, we are the cloud. Benioff and Ellison last year. Benioff, cloud doesn't come in a box. Ellison, okay. I don't know what he thinks Salesforce.com runs on. But boxes, 1,500 of them, on and on and on. Now, what happened was our SiliconANGLE's Kristen Nicole wrote a piece after Ellison's Sunday keynote, basically saying it was less than enthusiastic. The headline, I think, sets a tone of hilarity for Oracle Open World because the Twitter stream that was going on around it, which John and Ray Wong and several others seem to be having a blast just kind of riffing on the 10x and the exodump and all the other hashtags that they invented. Right. And Benioff subsequently tweeted Kristen's article out saying Larry has set the bar low and then he put it on his Facebook page. Yeah, Facebook wall. Evidently, the Oracle PR folks didn't take too kindly to that. And so what they did as a favor is they moved Benioff's speech, which was scheduled today at 10.15 on the coming of the social enterprise. They moved it from 10.15 on Wednesday, the money day of Oracle Open World, to 8 a.m. on Thursday after the Sting concert, which ends at 1 a.m. Yes. So Salesforce.com said, you know what? We think we'll pass on that. Benioff then subsequently tweeted, well, at least I get my million dollars back, which is what he paid to be here for a keynote. So they're moving across the street to the hotel and we have John Furrier on the ground. John Furrier, SiliconAngle.com founder will be there live with his social cam covering the event. We will have him Skyped in and we'll have all the news and all the action covered live from Oracle Open World. And we'll be, is there anything going on right now, Kim? We'll be throwing picture-in-picture because there were protests this morning. Did you see those coming in? That's right. They had his protests. They had the Oracle employees out there with sandwich boards. So you can see here, Benioff, at Benioff, two innovative for Oracle Open World pound, Oracle Open World, question mark. Is Benioff too innovative for Oracle Open World? The other one that's floating around the street, Howard Street, and the street to San Francisco is the cloud must go on. Alex Williams pegged it in a post this morning. It's fun theater in a way. It's a circus. They've created a circus around this rift, but it's a real rift. There's some real tension there. We love it. It's a great fodder for us. This is the best thing that could have happened to my keynote. I get my million dollars back and all this attention being paid to my message now. That's right. In some respects, maybe he should be thanking Ellison because the publicity is amazing. Of course, the publicity for Oracle is amazing. As Scott McNeely used to say, there's no such thing as bad press. This is just a great fodder. Now, let's go back a couple of years ago when Ellison said the cloud is water vapor. That was his diss the cloud moment, and Benioff, since then, has been hammering away at Oracle for not understanding the cloud, not being the true cloud. SalesForce.com, let's face it, started the whole modern cloud movement in the 1990s with its software as a service and its CRM, and it's just doing a fantastic job. The other thing is Dreamforce, which was a conference. The same week that we were at VMworld, Mark, was actually here, and I believe was larger. It is rivaling. It's starting to eclipse, at least in attendance. Which was what? I heard 40,000? It's in the 40,000 somewhere. I've heard several numbers, but I didn't get the official final count. This one's supposed to be 46. They're neck and neck, right? Is it that large? That was the number I heard Bandit about on the official Oracle Twitter stream. Some other news, a little less interesting. John Chambers had a keynote this morning. We'll be covering that. We've got some, I guess, some Cisco on later on. We'll be talking about that. Frankly, Mark, I thought the keynote was okay. I mean, John Chambers is always good, but I thought his message was a little stale. So what was he talking about most of it? Basically, he was talking about market transitions. He said that this is now the, we have entered the, from an infrastructure standpoint, the network economy. Which I think is a little bit outdated. I think we're in the services economy. So did he try to explain the network economy? What that meant to him? Network centricity, and obviously it's favorable for Cisco. Yeah, I would question that. He talked about constant change. He talked about mobile innovation, which is, it's good to see Cisco talking about mobile innovation. We had Juniper on the show yesterday, and of course, they've been very active in mobile. So it's good to see more networking companies hopping on that bandwagon. He talked about being number two in x86 blade servers, which is there's a lot of debate about that, whether or not they're really number two. I remember that, yes. IDC published some numbers. Evidently IDC is sort of retracted kind of some of its numbers, but we're not really sure. We're still looking into that video. He talked about being huge and cloud and mobile, the two hottest topics out there. So certainly would agree with that. What did he say about video? I'm curious. It's always something I follow with Cisco's messaging on video. They've kind of vacillated on that. Around the time they started retracting the flip and getting out of adjacent markets, they stopped talking as much about video. I think his points today were that video is going to be absolutely huge. Cisco recognizes that it's going to drive a lot of requirements for network bandwidth and Cisco plans to be there to take advantage of that. That was really the messaging that I heard. And he also said that the cloud is the fastest transition that he has ever seen. The market is the world is not going to wait. So as Pat Gelsinger said, what do you say when the tsunami hits? If you don't get ahead of it, you're going to be driftwood. Yeah, that's right. So that's what's going on here. We're going to cover all the action. Anything else going on in your world news wise? So there's a lot of discussion. There seems to be an almost predictable backlash against Apple yesterday. I wonder if it's... This is something I actually thought to predict when Steve Jobs announced his departure. It was when Steve Jobs leaves, will the reality distortion field dissipate? And I think the answer that we see from... If you look at the volume of headlines that are on the tech aggregators that are somewhat negative about Apple in the wake of the announcements yesterday, I think the answer might be yes. Because if Steve Jobs was up there, all the fanboys would be out there defending things in the press. There's a lot of blame being shifted to Tim Cook for things that really... It was just a run-of-the-mill product announcement. There were some really cool things in there like Siri. I'm still excited about that. Even though when Apple bought them, the company kind of broke my heart. That looks good. You were saying it's a little bit more innovative than what we have in Android. So I'm encouraged for that. Yeah, it's true AI. I've been in briefings with these things. It's by the definition of Alan Turing definition of AI, it is true AI. And Apple's rebounded. Remember yesterday the stock was off. One of the few tech stocks that was off yesterday. Apple's back up today. The market's up generally right now. Okay, Mark, well thanks for coming in. We've got Satish Lakshmanan from QLogic coming in. We're going to get Satish in before the Benioff sales conference. We're going to bring in John Furrier live from that conference. Why don't we switch gears here and bring in Satish. Thank you very much Mark Risen Hopkins, editor in chief of SiliconAngle.com. He'll be back throughout the day with all the news.