 I'm Dave Vellante of Wikibon.org and this is SiliconANGLE.tv's continuous coverage of Sapphire. We're here in Orlando. Day two, we'll be here tomorrow. This is our third year here, John, and I think we're really getting a good sense of the transformation of SAP, some bold moves by the co-CEOs, the big executives, and their chairman, Hassell Plot, and are really doubling down on new technologies in memory, mobile, social, the cloud. Yeah, Dave, you know, people are trying to figure out what's going on in technology, and you know, whether you're out there gaming and or, you know, looking at Facebook's IPO, which is happening this Thursday at a $96 billion valuation, Mark Zuckerberg's getting worth billions, new billion millionaires being minted all over the place. You look at Twitter and the rise of Twitter, the rise of Xbox and gaming, a new world has arrived, and the consumer market has changed all that. And so we're here on the ground with the Cube, our flagship telecast, Dave, to talk to me. This is our third year, and we're seeing the megatrends, the ones that are going to change work and play. So what's interesting to me here about SAP Sapphire is we kind of tease about this last year is that business is becoming consumer-like. So things we see, trends we see in gaming, multiplayer gaming, trends we see in how people use smartphones for play and for work, trends we see in Twitter are coming on to the enterprise, specifically the role of Apple Computer. Apple Computer has shown the way for companies that they can actually operate a business that way. And you're seeing companies that were once, you know, monolithic, you know, closed doors inside the company, clothes are now opening up, going directly to the consumers. So this is all changing with the power of cloud computing, big data, mobility. And really, we're unpacking that data. So to me, I think that's the aha moment here, is that it's all happening with companies like SAP, EMC, VMware. And that's really a big trend, and that's the big story here. You know, and we had Reggie Jackson on earlier, and I was actually struck by his comments. He was here representing Callaway, and he was talking to Bill McDermott about SAP and what it stands for, and the P, he kept coming back to people. And you're hearing a lot about people, a lot about personalization. But did you know the hip thing? You know what I was talking about, the hip move? No, I didn't. Tell me that. So we had to hit Reggie Jackson. So one person asked him about the hip move. When he, so in Game 4, no, in Game 4 of the World Series in 1978 against the Dodgers, man on first and second, Reggie was on first, Lou Pinello was on second. No, Thurman Muntz was on second. Lou Pinello was up and hit a ground, line drive, ground ball. Reggie Jackson had to stop in between first and second, because the ball was going to be caught, and he went on display, and it wasn't caught. And so the guy stepped on second. Shorestop went to second, and he went to the double play with Lou Pinello. Easy double play. Reggie, allegedly claimed, turned his hip into the ball, and it hit him. The ball squibbed into left field, and Lou Pinello not only made first, but the second, Thurman Muntz, and scored. They went on winning the game. Now I do remember that play, and I thought he did it on purpose, but he said he didn't do it on purpose. You remember the Red Sox when Alice Rodriguez did the elbow? Well, yeah, he slapped the ball out of the, that was definitely on purpose. I didn't put it together. Now I remember it, I had to look it up on Wikipedia. But when you think about it, did you see his reaction, Reggie Jackson's reaction? Yeah, he was, wait a minute, I want to talk about that. Obviously, he's had been addressed, hit, he was charged up. Yeah, that was a good segment, and I said a lot of people didn't know he was a great football player, and he basically, I think actually a humble way, but it was genuine, said he could have been a very successful professional football player, and had a great career. But he chose to go to baseball for economic reasons. He needed the money. Dave, I want to ask you kind of an analyst question, because you are covering the big trends. What do you think, and what do you see, and what would you share with the folks out there that are younger, that are in the industry, who are trying, who haven't been through all the experience that we've been through, and the cycles of innovation that we've been through. How do you explain what's going on in today's world to someone who's under the age of between 15 and 30, about what's happening in this culture right now, relative to technology? How would you explain to that person? Well, specifically as it relates to our world, this enterprise, I think that computers used to be something that were used in the back offices for just accounting, and the young people of this world, the gamers, the people who are using devices and iPads, are actually dramatically changing our business. It's amazing, right? It used to be technology value would trickle down into the smaller devices. It's absolutely the reverse now. You guys have covered this in SiliconANGLE forever. Technology is everywhere. It's ubiquitous. It's an embedded part of our lives. You can't do anything without touching technology. And I think that for the young people out there that are looking to participate in that, there's just so many opportunities now. We keep talking about gaming. My eight-year-old wants to be a gamer. He wants to write programs for gaming. I'm really encouraging to go on places like Justin TV. I don't mind when he's playing these video games, because I think he's learning. And I think you've got to dive in. Start building apps, and start learning how to code. Learn HTML5. I mean, I think that's where it's at. You can do great. Check out the lifestyle. I mean, don't you think, we've been talking about this all the time in theCUBE, and the reason why we do this show theCUBE, which you're watching here, folks, is that we want to go to where the stories are. And we want to talk to the people who are making the big trends happen. The mega trends. We go out and cover SAP for three days for 8 hours a day, because we can. And I think what's important is, is that as technology changes, it's a culture. Reggie Jackson here, a baseball hall of famer in his 60s, talking about, I'm going to get on Twitter. I already got my account from Jack Dorsey. It's exciting. You have celebrities in LA, movie stars, all have Twitter accounts. You have all the athletes. You have social media, businesses are the last adopters of this trend. And so, if you're a young person and you're on a gamer, you're living the culture of tech. Tech jewelry is, soon will be a thing of the future, where your ring or your watch will have some sort of function, your elliptic gear, multi-function peripheral environment. But this is the future that Schnabe is talking about. The CEO of SAP is talking about an intelligent network. Certainly from a business perspective, they have to talk about that, Dave. But really, what he's talking about and what Bill McDermott and Schnabe and their team are talking about is, building the architecture to consumerize everything in business so that work and play, there is no distinction. Well, I want to get your opinion on that. Well, I think that, I think that- Do you agree? I mean, do you- I think that, I think directionally, what it, what it says to me and underscores that with the ubiquity of these devices, I think we're going to essentially, I'll call it virtualized supply chains. So SAP's got all this, it's touching so many different companies and so many different parts of the company. But they're largely independent and mobile and cloud are going to allow us, and big data and analytics are going to allow us to bring all these components together, these supply chains, and create value that we haven't seen before. I mean, I think it's billions and trillions are going to be made in this next wave, literally. Yeah, good things happen. Facebook, and LinkedIn, Twitter, and LinkedIn, these are in fact just our advice here today, that that's in memory applications. Well, you think about just the concept of spinning a electromechanical disk. It's kind of absurd when you think about the world that we live in. I mean, I will not ever have a spinning disk in my laptop again. Shortly, you won't, because there's no point in it, right? The economics are at the point where, can you imagine having a spinning disk in your iPod? You wouldn't anymore, so unless you're Dave Butler. What do you think about Facebook IPo? The big news is that outside of the United States, the ginormous Facebook IPo is happening. If you're sitting under a rocker playing too much Xbox and video games, you might not know, but Facebook's going to find a player. And there's a couple of golfing on Facebook. I'm very excited about it, John. I mean, I've said that I think it's going to be the third big wave of IPOs. The first being Netscape, the second being Google, and now Facebook. And I think it's going to lift all ships. And I think it's going to check off. I think we are on the verge of a tech boom. We're certainly in a bubble, as you know. You live in California and Palo Alto, the heart of the bubble land. And as you've said many times, it's different this time around. There's actually real business being done. That's the big question I have for Facebook. I mean, I think that I'm excited about it. I think it's going to do very well. I think it will sustain for a long period of time, or at least a reasonable period of time. The big question is, can it generate the cash of a Google? Because Netscape couldn't. We all know what happened to Netscape. But I think that Facebook has the potential to do that. So I'm excited, I think certainly through the end of 2012, it's going to be a big boost for tech and a big boost for tech stocks. I mean, I would be, there's obviously concerns about Europe. But I think that in general, this market wants to go up in the near to mid term. Okay, well you're watching SiliconANGLE.com, SiliconANGLE.tv. Do you want information around what's going on in tech business? In one of them, what's going on in this enterprise area and cloud, mobile or social, the hottest innovation areas in technology. You have to go to SiliconANGLE.com. If you want to get instant tech news, go to the other sites, the TechCrunch, Venture, Big O, all things deep. They have all the news, that's great. When you want to find out what it means, come to SiliconANGLE.com. And certainly if you want to dive into the research, go to wikibon.org. Wikibon.org. It's all free, we published our content for free. All this video's free, we get underwriting for things like this. And SAP and EMC helped us get here. I just want to thank them for that. But we're always custom-covering the next wave of innovation. And I was just showing some of the SAP folks are doing analytics package. And we have a program that uses predictive analytics to predict trends in the tech business, and that allows us to be first and always accurate in our trend predictions. So if you follow SiliconANGLE.com and wikibon.org, you will find out that you will be the most informed and ahead of the curve on key trends. And that's what our promise is to you. And we'll report on all the top stories and we'll make the Q and we'll go where the stories are. If they can't come to us and we can't find them, we'll go where all the actions and all starts at SiliconANGLE.com and our support for tech innovation and we'll hand them to the world that's wikibon.org. Can you talk about what's happening at Wikibon.com? Yeah, we're very proud of the fact that everything we do is made available to our audience for free. You don't have to sign up, but if you do, you get some added benefits. But no need to do that. If you want to publish, you actually have to sign up because we were getting so much spam, John. We had to actually put that filter up. But otherwise, everything's free on the site. And our goal is to help people learn from their peers and facilitate interactions. And that's what we've done here. And as you know, we've had a great partnership. Well, we're in our third season here at Sapphire, our third event. Really, we're operational now for two full years in the queue. We've interviewed over 600 guests in two years, CEOs, entrepreneurs, top leaders, celebrities, baseball stars. We want to extract the signal from the noise. My name's John Furrier. I'm the founder of SiliconANGLE and I'm with Dave Vellante. And we're excited to bring you all the action. Now, we're going to take a quick break and be right back with our next guest and talk more about tech and what's happening at Sapphire. We're only waiting for hospital partner and Jim's job and CEO of SAP. We'll be honest with you.