 Okay, so this is Dave Vellante and we're live at Oracle Open World 2011. John Furrier, my colleague from Silicon Angle, is back. John, big day today, a lot of news around Apple, a lot of no news, right? A lot of news that there's no iPhone 5. Well, the big news with Apple is there's no iPhone 5, we got that. And Apple, obviously, we love Apple and everyone's been on the Apple bandwagon, greatly well-deserved. No Apple iPhone 5, that's the big news, but they did introduce the Apple 4S. The 4S is essentially kind of like an Apple iPhone 5, in my mind. It's got completely retooled features and retooled features from the ground up are dual antennas. That's very, very key because now that takes them beyond the AT&T. Even though that they had an iPhone for Verizon Wireless, it really wasn't optimized for, it was kind of a hack. And so that's been talking deep in the trenches in the industry. So now the new phone has two antennas, a GSM and a CDMA. So for the folks out there, that's essentially the protocol that they use for the carriers. So AT&T uses a proprietary signal and so does Verizon Wireless, among others. So that's essentially the two formats for wireless carriers for data. And the other thing is that I love about this product is absolutely no brainer that the 1080p video is phenomenal, phenomenal upgrade. And that's going to make things completely different, especially for the younger generation where they're going to have video. Obviously we broadcast on Justin TV and we know Justin Kahn and his team who launched a couple of new things besides the gaming channel, but they run in an amazing way. But they have a new app called Social Cam. So Justin.tv, go to get that app called Social Cam. And that's exactly what they do is they video, and I use it all the time, I'm a power user of that. And with video 1080p, I'm looking at the monitor right now, Social Cam on Justin TV. And this is the future. People know of a company called Instagram, which does photos and pictures and does a little Polaroid kind of thing. Social Cam is the same for video. And with the new iPhone 4S, this absolutely makes the camera and the video compelling. And you're going to see more and more of these video operations out there where consumers can just pop in videos. I was at the Stanford UCLA football game Saturday, popped out of Social Cam, did a little video clip, popped it up on Facebook and Twitter. I could use it as a drop box. I can send an email. And the bottom line is that within an instance of that publishing that, I had people ping me, hey, you're at the Stanford game. I'm in the next section over. So just democratization of the media is just phenomenal. Obviously, we're doing theCUBE here in-depth coverage. We can do that with things like with Justin TV and now with Social Cam. These cameras do that. So the 4S has 1080p video, 64 gigabyte SSD drive. They have 8 megapixel camera and iOS 5 and iCloud, their new cloud essentially will replace mobile me on October 12th. So that's the big announcement from Apple. That's fantastic news from Apple. On the Oracle side, the normal news is just more upgrades from Oracle and technology around here at Oracle Open World we're live. M&A activities hot. We saw this morning, Gluster was bought for $136 million by Red Hat. So again, the big story here in the industry is Apple. And here at Oracle is about open source. It's about big data. So it's really compelling. That's a picture of my beach walk. I was at the beach this last week in California. Blue skies, horses, fishing, to go stroll on the beach with my daughter on her field trip. That's the kind of user experience you get with the Social Cam apps. And you add the iPhone 4S. It's really compelling. That means that the iPhone 5 will be completely amazing, in my opinion. So expect to see that. Other than- So people want to know, should we buy the iPhone 4S? That's what people want to know. Or should they wait? I think- Should we buy an Android phone? Well, it kind of depends. I have an iPhone 4. I love it. The problem is I use it so much. I need a new one. I mean, I just beat the hell out of it. It's just good. I just use it all the time. I do business with it. I tweet with it. I'm online. And so the combined with the fact that the wear and tear of the iPhone 4, I've had it since its launch, I need a new one. And the features are compelling. The video in particular and the camera. Really take remarkable pictures. What's the price? How much? $600. Yeah, I won't drink as many beers this week. So, you know, save some cash. You know, but the most part- You'll make money on that, too. Yes, yeah, yeah, yeah. Exactly. You know, it costs some cash. It's $600. I mean, you can look at what these tablets are going for. I mean, it's just pricing netbooks and has priced the Air, Microsoft. I mean, the MacBook Air. I mean, you can get a MacBook Air for $900. So, you know, it's expensive, but it's worth it. So, some Oracle announcements today, like 8,000 of them just hit the inbox. I'll just go through some of them. Obviously a lot of keynote stuff going on. Oracle Previews Next Generation Oracle Application Development Framework Mobile. So, this is something we've been waiting for, John. At Sapphire, we heard a lot of CIOs and others talking about wanting to develop an application platform, an app store for the enterprise. We've been questioning where is Apple? Where is Oracle in mobile? We know where Apple is. And so, announcements today around that. Where is Oracle in mobile? Nowhere. I mean, that's the story for me at Oracle Open World is the fact that, you know, Oracle is nowhere with mobile. Their mobile pavilion has six non-players, no real presence, unlike SAP at their keynote. SAP had significant mobile announcements. They talked about in-memory analytics with HANA. Oracle countered that here with a big announcement with their exolytics, which is their exadata and their analytics platform. But, Oracle's clearly has work to do. And I think next year, you'll see major movement to Oracle on mobile. I mean, obviously, Oracle's mobile strategy is around Java. I mean, they own Java. But, you know, we're talking about previewing Next Generation Oracle Application Development Frameworks for mobile. I think you're right. I think it's a year away before we see any real problem. Well, I mean, you gave some really good analysis and insight around Oracle. For the folks who don't know Oracle, they're not like Apple in the sense they're pioneering anything. They're really fast followers. They wait for markets to be validated and then they come in and try to own them. And so I think that's exactly what's happening with Oracle with mobile. Mobile security is very weak. It's one of the hottest areas in development. Companies like Juniper Networks got mobile security. We heard from VMware talking about there. Just trying to shore up the security angle with virtualization. Cloud has got some security challenges in general. So, you know, here, I think you're going to see from Oracle them telegraphing their mobile strategy. And that is, they got to develop it. And there's really no products. I mean, yeah, they use the web, but for the most part, there's no real purpose-built, mobile Oracle solutions. Yeah, so a lot of discussion in Oracle Open World about Fusion Apps initiative that Oracle's not, it's purchased so many application companies over the years and there's an initiative going on to fuse those applications together. It's obviously a very complicated task. And there's some customer examples here that... The other thing, by the way, just go back to the Apple announcement. They have this Siri product, which we actually did an interview on at South by Southwest two years ago. Our first ever prototype cube. And we're going to go to that interview later today, but this is a really cool application that allows you to use voice activation to find stuff. Find that song that has certain words in it. Just really good voice activation. Again, one of the big things I liked about the Android phones was the fact that voice activation was a really big thing. So, that's a really cool feature for the iPhone 4S. Is it worth the price? Don't know. Other news here is that's being confirmed on the blogs right now that Microsoft did confirm the death of the Zoom player. Not a big success, but it is dead. The death of Zoom was not exaggerated. Zoom is dead. That's just another proof point that Apple killed Microsoft again. So, that's big news. Gloucester was bought by Red Hat for $136 million. Real telltale sign that the open source community is alive and well and big data and unstructured data is a big part of that and we'll be covering that on silkenangle.com. Go to silkenangle.com. You get all the news on the enterprise, cloud, mobile and social and we cover like a blanket. Silkenangle.tv is where we have all the videos, so. I just got an email across in my box. It's a EMC did a press release announcing that IDC announced that EMC is number one in Oracle. So, you can see here what IDC did is they did a bunch of workload cuts and you can see across the top. No surprise, right? EMC is number one in storage. So, you would expect that in any workload that IDC cut because it's kind of how IDC does it, does the cut. And so, you can see business intelligence analytics Oracle applications across the board, EMC then you see NetApp. Why don't you forward that to Mark Hopkins? You can put it on the net. Yeah, I'll do that. Okay, so we've got our next guest.