 Right here, this is Dave Vellante of wikibon.org and we're live, day two, Oracle Open World. In the Moscone Center, John Furrier, my colleague and co-host, it's a good interview. NetApp, just really focusing on business value. Very SAP-like in that regard. That guy, that guy was smooth. I mean, he was good, I'm going to try to get them to get Billy Bean to come in the Cube, author of Moneyball, obviously the movie's out with Brad Pitt. He's here giving a talk at the NetApp booth and I got to tell you, NetApp not known for their marketing but getting Billy Bean here to do a guest appearance in their booth, obviously big data. It's a focus, it's great timely, good move, great move by NetApp and that's great marketing because let me think about the movie Moneyball, Dave. And I hope we get him on an interview because that's good. Billy Bean is the author, I'm not the author. He's a subject of the book, Moneyball by Michael Lewis but Billy Bean was the general manager of the A's which now the movie's out with Brad Pitt. He's the protagonist in the book really. Who first ran the numbers and is a fascinating book, the book's phenomenal but Moneyball was about how he used big data to take the A's from the seller with no payroll to compete against the likes of the Yankees and the Red Sox who had huge payrolls. Essentially, like that's Oracle, right? The Yankees would be like Oracle, right? And the A's would be like a startup, right? So he used essentially big data techniques to essentially compete and this is what big data is all about. He used stats and information, analytics to get a competitive advantage. The amazing thing about that book is Billy Bean was an unreal athlete, right? And he was the one when he went to the, whatever the equivalent of the baseball, football combine is in baseball. You go there, he ran the fastest, jumped the highest, tracked down the flyboats. You know, the Scouts would see him there, their jaws would drop, I got to have that guy. And he played, I think he played for a number of Mets organizations and others. He was a bust in the major leagues. He had all the skills, all the tools, just was a total bust. And then through a series of... Well, Billy Bean is the legend, obviously the book and now the movie. And so by NetApp having him in the booth at two o'clock today, if you're at Oracle Open World, you're watching this, go to the NetApp booth because Billy Bean will be doing a speech from two to two 30. We're going to try to get him here at this table and talk to us about big data techniques. As an analyst, that's the opportunity today. So this is why I'm bullish on Hadoop and big data. Anyone in the business, an analyst, they don't have to be a programmer, can use their knowledge and use big data techniques in real time to get a competitive advantage. So there's a Billy Bean out there in every organization to make their company successful. And I think it's a brilliant move by NetApp to market Billy Bean here at Oracle Open World when the subject is big data and hats off to NetApp. And data is all about finding value and value sometimes isn't necessarily saying, oh yeah, this is like fruit since the Red Sox, manning Ramirez, paid him 180 million, call Crawford, paying him $20 million a year. That's obvious, anybody can go do that. What Billy Bean used the analytics for was to find value where others didn't see it and statistics and data were how that occurred. He was an analyst and that's exactly why big data is relevant and things like that. They never wanted anything with that approach. They got there. They made the post season, they won the division. You know, the premise of the book was when you get to the post season, now anything can happen. I don't know, maybe that's where the expensive players step up. That's why they're paid so much, I don't know. Well, anyway, good interview by NetApp, great job there. That was good, thank you. We're here at Oracle Open World. This is theCUBE, I'm John Furrier, the founder of SiliconANGLE.com and we're live on the air. We've had over 150,000 people watch today. Thank you very much for watching. We're covering all the news from Oracle Open World in San Francisco, California, where the show is so big that the city of San Francisco has shut down Howard Street and the surrounding areas to accommodate Oracle Open World and Java One. And Java One, the Hilton, other part of town. But it's one big, huge event. Hard to get a table at a restaurant. Everyone's having a great time. Good business discussions, great networking, a lot of partying, serious amount of high tech and energy going on here, Dave. Yeah, a lot of business going on. You know, it was interesting, got a couple of events last night. It's interesting to note the degree to which Oracle partners in the field with the big consultants, the Deloites, the KPMGs, the Accentures. I mean, those guys are associated with the money, the wallets, right? I mean, a lot of suits, a lot of big deals going on. You know, a lot of high-end consulting activities. That's really Oracle's space. That's what they're all about. So we've had a lot of guests on today. We had Juniper Networks. We just talked to NetApp. We had Juniper Networks. We've had a lot of good guests come on. We had Q-Logic earlier. We talked about the iPhone, Apple announcement covering in Cupertino, California. So, you know, we're in San Francisco, Oracle Open World. Apple has the announcement of the iPhone 4S in Cupertino. We've been covering it live. Tons of stories on SiliconANGLE.com, Alex Williams, Clint Finley, Kristen Nicola out there covering everything. All of our writers working hard, art, kit. We got on the Wikibon side. We got Jeff Kelly, Stu Miniman's at Interop right now covering Interop. So give us the update on what Stu's up to on Wikibon side. So what's going on in Wikibon, Dave? Yeah, Stu covers virtualization and networking for us and Interop, as you know, long-time historical networking show. It's all Stu's peeps. He's got to be there. He'll be covering Convergence. You know, I actually didn't ask Vaughn about FlexPod. That's, you know, their Convergence strategy. But, you know, Vblock, HP Converged Infrastructure, FlexPod, I would even put, you know, some of Oracle's, I guess, exologic products in there. All about converging networking and storage and servers. That's Stu's area. Jeff Kelly really focused on big data. Of course, David Floyer, Nick Allen focused on virtualization and cloud. You know, working with SiliconANGLE, cloud, mobile, big data, really the three pillars that we focus on. And they're good ones to be in. So, you know, there's a lot of news going on, honestly, not all good news. I just got a tweet from my good friend on Twitter right now, TechStockRadar, great guy. Told me Acme Pack had provided third quarter financial update. They're down huge. And according to TechRadar, TechStockRadar, which is a great analyst out there, who's got a great subscription newsletter, down 28% after hours, issued negative Q3 pre-announcement. So, not all good on the networking front. Acme Packet. It's a real company. The Road Runner. So, Acme Packets down significantly. The ticker symbol is APKT. They're down 25%. So, well, that's after hours. Look at the after hours number down 25%. So, they're up for the day. But after hours, because they announced after the bell, they're negative earnings. So, again, I reported, and the Juniper guy was, you can see the Juniper guy was very, not combative, but he was definitely edgy because I reported on Saturday that Juniper laid off 3% of its staff, which they confirmed they had layoffs, but would not confirm my number of 300, which put it around 3% of their overall company. He's a bit defensive. Three, he got a little bit defensive. Well, he's on the shtick about, you know, he's the Microsoft guy, he knows the deal. He's been beating around the block. But, you know, he's reported by Moody Gray Executive. I like Juniper, but you know what? They definitely would not confirm the 300 number. And 300 is a lot of people to lay off. So, it's newsworthy enough. No one picked it up. The only one who picked up the story about Juniper laying off 3% of their staff was CRN, Computer Reseller News. And they're the only ones who picked up Wall Street Journal. Nobody picked it up because the Juniper PR machine absolutely denied the layoffs and actually tried to circumvent my report by saying that they're actually adding headcount. So, I don't know who to believe. I know for a fact that I've confirmed and Juniper's confirmed, 300 people were laid off and their PR team would not admit the 300 but actually try to spin it to the Wall Street Journal and cherish wishes of the world that they're actually gaining headcount. So, it's kind of shaky PR on Juniper's side, but my point is they're retooling. Juniper's retooling, I love their story. ACME packets down, problems in the networking business. And Dave, however, the shining light in the networking business is HP. HP's doing very extremely well. And the news today from HP is that they've promoted Bethany Mayer officially as Senior Vice President General Manager of the networking group. That'll be up on siliconangle.com. She was on theCUBE at HP Discover. So, HP doing really, really well in the networking area. We've had them on theCUBE, gone to HM, gone to EA, VP of Marketing. Well, congratulations to Bethany. I'm actually very impressed with her. She's, you and I met her over a year ago out at HP, very understated, very smart, has a technical background but also very strong marketeer, has been in the networking business, obviously has the confidence of Dave Donatelli, the Senior Vice President and General Manager of the Enterprise Server Storage and Networking Division. So, that's a big, big promotion for her. I think she did a great job of marketing converged infrastructure. That was her baby. Really did a fantastic job there. Crazy day in the market today, John. The Dow was down, you know, big, early. This is Bethany right now. You're looking at Bethany Mayer right now. She is, was on theCUBE. She was a marketing executive now and she took the interim spot as General Manager for the Networking Division, Dave. Because Marius Haas left the company to join KKR. Now, Marius Haas ran Corporate Development for HP, was responsible for the EDS merger, ran that thing end-to-end, did the whole integration, acquisition integration, and he came from Compact. So, Bethany Mayer, rising star at HP. Let's see what she can do. She's a junior executive growing and now Senior Vice President. Let's see what she can do at HP. And who knows, maybe she could be one of the ones promoted from within. Yeah, well, I mean, it's rare when somebody's named acting anything to then get the job, right? Yeah, she earned it. Yeah, I think that's... And she's got technical chops. So, when we talk to her, she's got a technical background. And the other thing, Bethany's savvy. And she knows that the networking group inside of HP is a good place to be right now. It's hot, and so, we're sure the best. As I was saying, John, crazy day in the market today was way down, the Dow was way down early, the NASDAQ's been up all day, the tech has been up, with the one exception being Apple, although it did rebound at the close, ended up only down two points, a half a percentage point off. You called that Apple down, of course, because no iPhone 5, iPhone 4S is a sort of band-aid stop-gap product, but still a good product, $600 at damn well better be. And we're here at Oracle Open World, live 2011, covering all the angles. We got David Flynn coming up at the bottom of the hour. I see David Floyer bopping around, wondering what he's been kicking around. Been out talking to Oracle practitioners, getting the inside scoop, so we should maybe grab him for a minute, see what's up with him. It's up to you, unless you want to take a quick break and come back for some news. You want to take a break and come back for some news. So let's just do a reset real quick and come back to where you and I will talk about what's going on with Apple and some of the news. Okay, great.