 What was the vibe of the keynote? I mean, tell us what was like there. Share with us then. I think there was very much forward-looking in terms of the next five, 10, 15 years. It was not so much around what you can do today to make the most of your SAP investment, which I thought made sense from SAP's point of view, but I think a lot of the attendees are also, they want to hear the forward-looking stuff, but they also want to hear about, hey, how can I make the most of what I'm doing? Okay, so the sizzle and the steak, as we call it. What's the sizzle? What's the steak? Well, the sizzle, let's see. To go with your analogy is the in-memory analytics. They're HANA appliance. That's the sizzle. They're trying to push that to as many new customers as they can. I think the real steak, as you put it. The meat on the bone, come on, the real stuff. Right, well, I think what's really going to help end users is a lot of the mobile stuff. I think that's really where SAP can differentiate itself, building out its mobile platform. Doesn't the company have to dramatically simplify its platform as well, Jeff? I mean, SAP's been consistently over the years criticized for just being big and cumbersome. Obviously functional, but very traditional enterprise software vendor. In fact, in many ways embodies the complexities of enterprise software. So you've got the in-memory stuff, and that's hot. I see that as an enabler. What do you think about their ability to deliver simplicity? Can they do it? Is it in their DNA? That remains to be seen. I think they've got a lot to prove there. They're known as a company that can be a little bit cumbersome. They're going through a new period in their history here with new co-CEOs. I think it's something they can pull off. There's a lot of smart people at SAP, but it remains to be seen. Yeah, so the keynote, I understand, was talking about the vision of the future and what business looks like. Do you see, so today, let's face it, SAP's business is largely, it's old on-premise business. I mean, it's those customers buying, and that's good, from the standpoint of, most companies get most of their business from their existing customers anyway. So you got to take care of the existing base. But do you see that continuing sort of into perpetuity, or do you see that changing dramatically, and when? I think it's certainly going to change, I think, as, I think one of the things holding back kind of cloud computing and more, kind of more hybrid environments as privacy issues. I think once those start to be understood a little bit better, I think you'll see more companies transitioning to that kind of combination on-premise, off-premise deployment model. So let's do a quick swat here. What do you see as SAP's biggest strengths? Obviously it's got a big customer base, it's got a good revenue, solid financials, I mean, what else? I mean, they've got a really good solid business intelligence product and business objects. I mean, the business objects has long been the leader in reporting and kind of dashboarding. Very well known, it was a big acquisition a few years ago. They recently released their first kind of major upgrade since the acquisition, and I think it was received fairly well. I mean, that's what they do well. I think where they might be struggling a little bit or where they need, in my opinion, need to clarify their message a little bit or maybe find a message is around big data. So big data is an opportunity for them. I think so, I mean, they're pushing the in-memory analytics as a way to do analytics faster, make it more relevant. But in terms of big data that kind of forward-looking that the Hadoop world, I have an interesting, I haven't actually heard the term big data from SAP and I don't think that's an accident. So I don't think- Why is that? Why do you think that? What's your intuition? Well, I think for a couple of reasons at this show, I think it's, you're looking at a little bit more of a business crowd here at this show and I think they don't want to get too caught up in some of the technical terms and things like that. But also because I'm not sure what their capabilities around big data are at this point. I mean, compared to what we saw last week with the MC- There's no sizzle and stink. Well, when it comes- That what you're saying? I don't see much around that right now. I mean, they're going to have to really come up with a new strategy, I think, around that. Because it's a big opportunity and I don't think they want to be left out. If they want to nail mobile, Dave, my opinion is they have to absolutely nail the social enterprise equation, which is data, data, data. Ingestion of data, so you capture the data and getting the data out. We heard that and look at the devices. iPad, iPhone, you've got to get that data out. So you've got to bring it in, store it and have the ability to low latency, pull it out. That's their sweet spot. That's their in memory. That's a core part of their deal. All right, so we're here with Jeff Kelly, analyst at Wikibon. He follows the analytics space. Tony Pagliarullo is in the house and we're going to have Tony on. Jeff, thanks very much for coming on the queue. Well, thanks for having me on. We're going easy on me. Yeah, well, we'll have you back, buddy. Don't worry. Second time's very long. He's no longer a rookie inside the queue.