 In a market that's up, tech markets up, the overall market, the Dow's down, but the tech market is up. Amazon is often, the reason is there was a ruling by the Tennessee Attorney General that Amazon does owe tax in that state, and that could have long-term implications for Amazon. As you know, there's a lot of pressure on Amazon to actually collect sales tax in states where it has a physical presence, evidently it has a number of physical distribution centers in Tennessee, so the stock is down about 3%, so some other news that I thought I would share. So, Markers and Hopkins just handed me some of the news. Really today's big story is we are live from Oracle Open World in San Francisco, California. This is siliconangle.com, siliconangle.tv's extensive coverage with Inside the Cube, our flagship telecast, where in San Francisco where they're shutting down the streets for Oracle Open World where 45,000 people converge and to talk about technology, like computer business, mobile, big data, cloud, but in Cupertino, California today is the announcement of the Apple, iPhone 4S, iCloud, Apple had a big announcement. People were expecting the iPhone 5, didn't happen, people were expecting Steve Jobs, didn't happen, so not surprised that Steve Jobs was not there given the recent step down as CEO, Dave, and also Steve Jobs doesn't do the marquee events where there's no real announcement. So, people don't remember, but they may not remember or may remember, that Steve Jobs did not go to the iPhone launch with Verizon, mainly because that was an interim product. So when Apple announced the iPhone for Verizon, what people don't know is Jobs didn't go. My speculation from what I'm sources that I hear here is it was basically the wrong antenna. We actually had the jury rig the capability to get the CDMA and GSM combination designed to work. Now this iPhone 4S is completely retooled for GSM, has two antennas and CDMA, and it has iOS 5 on it, which is available on October 12th, 1080p video with image stabilization and noise reduction, it's got the two antennas and iOS 5. So major upgrade to the iPhone 4S, this will be a complete retooling that will bridge the gap to the iPhone 5. Most likely they probably wanted to hold up some of the big features of the iPhone 5, and I felt maybe they probably didn't want to call this the iPhone 5, probably wasn't worthy enough from an upgrade standpoint, Dave, to call it an iPhone 5. That's the big story. So do any of those features change your mind? The 1080p video, I use my iPhone a lot, I use Justin TV's social cam, so obviously Justin TV is our home for broadcasting, and Justin Kahn and Michael and the guys over there develop a really cool app called social cam, which I use a lot, and I use it on my iPhone, it's phenomenal. The video capture is great, there's no zoom, but it does a great job, and so I do use a lot of the video, so I might want to do that. My only concern that I need to look into is the video storage, so 1080p obviously throws up huge file sizes, so the issue is going to be, you know, will that really hurt me? 64 gig, 64 gig of storage on the iPhone, so, you know, that's nothing to shake a stick at, but if you're doing 1080p video, 64 gig goes fast. 64 gig could go fast, so, you know, Apple's been so good about making these things so people stuff the hard drives, I mean, look at what they've done with the iPhone and iTunes, they encourage, you know, a lot of downloads of apps. That's an hour of video market, 1080p, it's what, maybe 16 gig, does that sound about right? Mark Hopkins, you know, the spotlights that we do are about an hour, they're around 8 to 16 gig. People could do a terabyte with this stuff, so. You're talking about maybe four or five hours, a 1080p, maybe less than 10 hours of video, a 1080p. Okay, so, Perog Patel from VMworld, VMware was on. What did you think about that? I mean, he's obviously been a great Cube alumni, but he covers the alliances and that's a big part of the growing part of VMware. I appreciate his candor, I mean, we asked him some tough questions about, you know, the EMC ownership, is there a cartel, I didn't use the word cartel, but that was the implication. You know, why aren't they commoditizing hardware more aggressively? You know, and he answered, I think his answers were fair. I do think, by the way, that there's no doubt in my mind that there is influence over VMware from EMC, that they are in a position to try to influence them, get the APIs early, allow them to get to, the one thing I disagreed with him, John, is I think that the smaller companies don't get the APIs nearly as fast as the big guys. At least that's the case in storage. And so, but it is what it is, and I think VMware has to balance its competitiveness in the marketplace with, you know, that dynamic. What do you think about Oracle OpenWorld? We're here inside our Cube, our flagship telecast on siliconangle.com, console.com.tv, live broadcast of the most important events. We're going to do multi-day coverage. We're into day ones in the books yesterday, today's day two. What do you think about the vibe here at Oracle OpenWorld? We had the chance to mingle last night at some of the networking events. What's your overall experience? Well, that's where I was going to go, John. What's your insight? We were at one event last night for the utilities industry, and it was packed. We're talking about 300 executives, you know, most in suits. And these are guys that spend many, many millions of dollars, you know, with Oracle. I mean, they sign two, three, four, five million dollar deals. This is an industry that's transitioning to smart meters, and Oracle is powering that. And, you know, that to me, that event that we were at, underscored really the nature of Oracle. It's a belly to belly, high touch, high price, high margin, high stakes business, and Oracle is winning. And that's, to me, the essence of this event. We had a chance to go to a bunch of other events, more, you know, bigger networking groups last night. And I had a chance to talk to some folks from Java One as well. We had a chance to swing by, a bunch of people talking. And the hallway conversation to me, Dave, that I would share with the group out there from coverage standpoint is not being talked about on the mainstream press is a couple things. One, Oracle's focus here is about performance. Integrating hardware and software together. And the benefits of being purpose built. Not general purpose, but purpose built. The second thing is the clear absence of mobile. There is no mobile, there's no mobile at all. And, I mean, there's no real discussion of mobile, unlike SAP, what SAP did in mobile. And three, Java One is absolutely doing a great job, and it's across town in San Francisco at the Hilton Hotel. And other venues, so Moscone in downtown San Francisco, where we are, is Oracle Open World, but going on just across a few blocks away is Java One. And Java One has really got a lot of traction. The vibe from the people I talked to today was that they're excited. And it's, the open source is driving a big part of that. And we heard Red Hat yesterday. Yeah, I think that we had, talking to theCUBE yesterday about what Oracle has to do, and one of the things that came up was they've got to simplify. And here we are in this world of mobile. Apple's the most valuable tech company at 333 bills. And 33 billion in market cap. And the fact is that Oracle really doesn't have a cogent mobile strategy, at least has an articulated one. And here's a day where we're seeing Apple expectations very high. The stock was up ahead of the iPhone 5 announcement. It never happened. And now Apple is now testing new lows on the day. It looks like it's going to bounce off at 360 here. So another buying opportunity, according to my colleague, John Furrier, and by the way, I agree with, I think, Apple is going to continue to thrive. But here we are in this world where mobile is becoming the most important marketplace, and you don't hear anything from Oracle on mobile. There's a pavilion here, a mobile pavilion. There are six vendors, I think, showing it's not, it's sort of an eclectic mix. You've got Jabber, you've got Verizon. Okay, I'm online now. I just got internet access, Dave. Excellent. All right, we're back up and running. It's good. It's good to have you back online. Well, let's talk about what the most impressive news of the day is today. Obviously, we're here at Oracle Open World, Dave, San Francisco, California. Streets are shut down. I think the big news is, you know, San Francisco rarely shuts down these events at this level. And the Identify World Series, they've done it for, you know, Oracle. But, you know... The mayor was on stage yesterday with Mark Herd. Yeah, I mean... And he was sucking up the lary. That's basically what it was. Oracle spent some serious money downtown. I mean, everyone's making some, you know, money left and right. I mean, people, you know, signage is everywhere. Money talks, BS walks, as they say. But San Francisco in the past 10 years has transformed. Over the past five years, I've seen the city of San Francisco move from, you know, some areas that were underdeveloped to absolutely robust. If you look at what's going on south of Market in this area, it's just absolutely exploding. Twitter, Zynga are the biggest tenants here. And... I'm looking at this camera right here. Thanks. Biggest tenants here. And the scene is moving. Silicon Valley used to be the hotbed of tech exclusively with some work up in San Francisco, had some financial services and some media. But for the most part, San Francisco now is a home of developers. Cloudera's got an office in San Francisco. Big developer scene up here in San Francisco. And it's booming. So to shut the streets down is incredibly challenging. People are sitting in traffic and it rained yesterday in San Francisco, which is very rare. We got soaked walking in between events. So that's the big story here at Oracle Open World. It's a zoo. It's great. 45,000 people. Top news is obviously Apple down in Cupertino in Silicon Valley where Apple's introducing the iPhone 4S and iCloud replacing mobile me. iPhone 5 is not being announced. So breaking news there. No iPhone 5. So is iCloud now shipping? iCloud will replace mobile me with all kinds of features. Find your iPhone, find your friends, integrate it into iTunes. So you're going to see iCloud really converging with iTunes and then apps. Is it available now though? October 12th. Okay, very shortly. I was expecting it later in the year. iCloud will be available with iOS 5 on October 12th as Apple reported today. The iPhone 4S is what was announced today, not the iPhone 5. And essentially the 4S, I would call it a mini 5. It's not really a true new product, but it's an absolutely retooled iPhone 4. What they mean by that is you've got dual antennas for GSM and CDMA. So from a carrier standpoint, iPhone now can increase their sales breath by increasing to mobile platforms on the carrier side. So that's good news for Verizon customers. Great news for Verizon customers. Doesn't make any difference to AT&T customers. AT&T is GSM, so it's a completely different animal. This gives iPhone more optimization because if you bought an iPhone on Verizon, you're screwed because the old version was really not optimized for Verizon. So this one here, if you're a Verizon customer, you're going to be completely stoked to have an iPhone 5 with the new GSM and dual antenna GSM CDMA antenna. Also, graphics. We're doing live streaming here on JustinTV. They've got an app called Social Cam with the iPhone 5. You've got 1080p video. They've added noise reduction and image stabilization, which is great. The other thing on the retooled iPhone 4S is a dual core processor, two times faster than the iPhone 4, and a dual core graphics processor, which is seven times faster. So a very respectable upgrade, very worthy for buying. I mean, to me, I buy it like that for the video and the pic camera. I really don't care about the Verizon, but if I want to switch, you know, it gives me the option. I'm going to fully my plan with the iPhone. I'm not locked into AT&T. I can't wait for the day when we can start switching between carriers, because ultimately, if I'm not happy with coverage, I want to switch without breaking the plan. Well, one of the reasons why a lot of people stuck with AT&T was the international coverage, right? And now, this dual mode addresses that, does it not? Yeah. Well, you'll still need the SIM chip to go in the carriers, but yeah, it'll be fine. You'll have that capability. I want to ask you another question about iCloud. iCloud is for iOS only, so I'm not going to be able to use it with like, for instance, Lyon. Don't know. I'll have to ask the guys to research that from what I'm hearing in the reports. It will work. Yes, it will work. So that's key, right? Because that's what people used mobile me for, even though mobile me was horrible. It was a terrible user experience. So Apple's dominating the news. Here at Oracle OpenWorld, the big story is some M&A activity. A startup called Gluster was acquired for $136 million. That was announced yesterday. Fusion IO announces their new memory platform, second generation IO memory platform. That's going to be pretty compelling news. And working again here at Oracle OpenWorld will continue to roll out new stuff. I don't know what you saw there. Dell made an announcement today in the keynote. Michael Dell announced the integration with Oracle's cloud management system. We're going to have Force 10 on later. We'll ask them about that. And what that all means. The guy in the chat room says, just to interrupt you, you guys are Mac users, question mark. I thought you guys knew your tech. Yes, we know our tech, but we had no internet down for like just now. So death never on Justin. Thanks for that comment. I'm a new Mac user, actually. So I've, you know, I still got a lot of windows in my DNA. I just got a new Mac here. So go to siliconangle.com and check out all the coverage. Siliconangle.tv is where you'll find all of our on-demand videos. Look under featured, hot most popular and newest. Go to wikibon.org, Dave's site where you'll find in-depth industry research around cloud, storage, mobile, big data. Really, really good site there. So check it out if you're into big data. So I think death never actually, John, is saying that as Mac users, we're out of our minds because we should be, I guess he's saying we should be Windows users. I don't know, I was a Windows user for many years. Did death never just hear my rant on Microsoft? Very happy to be a Mac user. Stuff just works. And like you said, never had a virus knock it wood. Okay, I want to just take a break and tell everyone, you know, thanks for watching. JustinTV and siliconangle.tv, we really appreciate the, stay tuned with us. We're going to be here all day today, all day tomorrow. We're here at Oracle Open World to provide insight and opinion. Dave, the stock market's down today. Apple stock is down. I expect that to rebound overall. So the Dow is down. The dusters are down. Tech is up. Apple's down. So tech is good. Dow, it's October. Apple, people have bummed out no iPhone 5. Yeah, I mean, I mean, I expected the iPhone 5 as did a lot of other people, so we'll see. All right, so... What's our schedule look like? So we've got, the next guest is Mikael Kofstrand, who comes from Dell Force 10. Now Dell acquired Force 10 recently this year. Dell is building out a pretty impressive stack, John. I have to say, I mean, here's Dell, a company that was, you know, living off of whatever it was, you know, very low gross margins, 10, 12% gross margins, maybe even lower times. In the PC business, had a dominant model for a number of years and then fell out of favor. The thing is they had a ton of cash, and what Dell did is they went out and they started to acquire key assets. And one of the areas that it focused on was storage. Dell got into the storage business with a great partnership with EMC. It worked out wonderfully, certainly for EMC, and even Dell made a lot of money on it, but Dell realized that by owning its own IP, it could drive margins. We're seeing that with Oracle. That's really the big theme that Oracle has had over the last several years. What Dell did is it went out and bought Equalogic, it went out and bought Compellent, it bought Ocarina for data deduplication and compression. It just recently bought a networking company, so it's got servers, it's got storage, it's got networking, and of course it bought Perot Systems, so it's got a services play. So it's got a really nice, robust stack. Dell can do some serious damage, folks. I tell you right now, Dell has been living off of gross margins below 20%, and now it's getting into a business that is the realm of EMC and NetApp, for instance, where gross margins are in Cisco, where gross margins are 60% plus. So Dell is thrilled with 30% gross margins, 35% gross margins, nearly double what it's used to. So Dell can do some serious damage, and I guarantee you Dell is going hard after that small and mid-sized business. They're going to lower pricing, they're going to leverage their supply chain. I'm very impressed, John, with what Dell has done. Someone, Apple's website is down. Breaking news, Apple's website has been crashed. Apple.com is not responding. That just came across our Justin TV room. I don't even want to say your handle's name, but it's a little bit, you know, not rated for television. But Apple.com, go to Apple, Mark, if you can go to the website. Can you bring up Apple.com and pull it up on the screen? So this is a rare occasion. I want to get a screenshot of this. Apple.com is crashed. Since Steve Jobs stepped down as CEO, all things are going to hell over at Apple. Okay, I say the stock is plummeting right now. Apple's stock is plummeting as we speak, mainly because the Apple.com server is not responding. Yeah, so it's now down below. It's lower the day. It was bouncing off of 360. It bounced off of 360 twice. It's now down to $3.56 and $0.60. Can you pull it up, Mark? And you can see that... Can you put the Apple website on the screen? For your technical wants, you can see that... I'm looking at the monitor. Okay, so Apple is denied. You do not have permission to Apple. So Apple.com, this is a... the first time in my life that I've ever seen Apple's website not functioning. Can you go to Google Finance and pull up the Apple chart? Can you just leave that up there? I want to leave that up there, Dave. Let's not switch, please. This is a rare occasion in history because Apple rarely fails. Can you refresh that? It is down. It's down. You do not have permission. That is not Oracle's crummy wireless. That is Apple's site. I think Apple has a problem with their breaking news. Apple's site is crashed. Apparently the demand for the 4S is so strong that Apple's site is crashing. The stock is plummeting. The stock is in a free fall. It's down nearly 19 points. It's broken. This guy got back in. So they're back in. So can you try again? It's back up. Look at the stock. Since the Apple site went down, the stock is just like a rock. You can see Mark where it drops below. It's a lows of the day. It was trading. It was testing 360. You can see it's bouncing off a 360. Apple's still down. And then, boom, like a knife dropping. Okay, look at it. I think Steve Jobs is going to have to come back as CEO because, man, ever since Tim Cook took over, stocks plummeting, sites down. Next thing you know, they're going to start increasing prices on songs. Revolt. So it takes real guts to buy into a down market like this. But John Furrier, please. The down line. Well, I mean, let's just talk about Apple for a second. Could not get into Mac. So he couldn't. So he did. Good to be. Good to me. Good to be me on Justin just said he could not get in. Look at Apple. Apple stock is plummeting. I don't know why. I think people just point with the iPhone 5. I personally think they're crazy. The iPhone 4S by the specs that I just reported. And what we're seeing. It's a damn good product. I mean, a retooled iPhone 4S is damn good. Especially if you're a Verizon customer or a non-AT&T customer. The video is going to be killer. Social came if you don't have that app yet from JustinTV. Go get it. Killer app. Great for video. You can follow me. I got all my kids clips on there, but my stuff's pretty boring. If you look at other news today, if you're interested in Apple, Zoom by Microsoft has completely been killed. So, you know, Apple again kills another competitor. But the site is down. That's going to be headline news in like seconds. So you see the news wire here. So, Apple is dominating the news today. All kinds of stuff. I mean, the iPhone announcement itself would have been huge news. And now the lack of the iPhone 5 dominates the news. Now iPhone or Apple's site being down is more fodder, more fuel for the fire. And you can see it's taking a toll on the stock price down almost 20 points on the day. You heard it here. John Furrier says it's a buying opportunity, folks. Not after the site crash. I say sell, baby, sell. It's a sign of weakness. The website is down. You know, there's an old saying on Wall Street, the first disappointment is rarely the last. So we saw that today in real time. As I throw stones at Apple's site for being down, we were down for 40 minutes yesterday. I had to look at angle.com. So I want to tell everyone I apologize for the downtime. Hurricane Electric got pounded with a massive hack of all time. Hurricane Electric, pretty good firm, rarely gets hacked. So, yeah, serious failure if they got hacked. So let's pull up. Is Apple still down here? Yeah, so we're here live. This is theCUBE, SiliconANGLE Wikibon's flagship telecast from Oracle Open World 2011. theCUBE is our live mobile studio. We go to all the tech shows. We've been called the ESPN of tech. We want to cover all the news. We want to cover the angles of these big events. We're really focused on the enterprise. We've been to a number of events this year. Places like EMC World, VM World, HP Discover went to Dell Forum down in Orlando. Citrix Synergy, SAP Sapphire. And we're here at Oracle Open World. We'll be at Hadoop World in November in New York City. Really looking forward to that show. We were at Strata earlier this year. So, you know, covering all the angles, trying to do a great job for our audience. Really appreciate everybody watching out there. Also, shout out to our team. You know, certainly not just John and me. Mark Hopkins is here. Key and Tran, working the tech, working the creative. Thank you guys for doing such a great job and making sure that we have sound and synchronization. And also, back at the SiliconANGLE and Wikibon offices throughout the United States, we've got numerous writers that are live blogging, they're watching the stream. We've got some people asking on the chat here about the iPhone 5. They're confused. Don't be confused. The iPhone 5 is not being announced by Apple. It's the iPhone 4S, a completely retooled iPhone built from the ground up with two antennas. One for GSM, which is AT&T, and CDMA, everybody else. And I see those are the two formats for the mobile RF side of it. It has 1080p video. So, social cam, the app from JustinTV is going to be phenomenal on that. 8 megapixel camera, iCloud replaces mobile me on October 12th. Dual core processor on graphics and core processor. Two times faster processor, seven times faster graphics. And so, you can see a lot of upgrades in that area. Noise reduction, image stabilization, solid upgrades. So, if you have an iPhone 4, and you're happy with it, I'd keep it. If you're interested in getting the iPhone 4S and you want those features, it's totally cool. I think it's worth it. I'm going to buy one. So, I decided I'm in. I think the 1080p... You're in, I'm in. The 1080p... I'm going there anyway, because I got an older iPhone 3. So, let's get back to Oracle Open World. This is siliconangle.com's continuous coverage. Siliconangle.tv is where the videos. I'm John Furrier. I'm the founder. And I'm here with my co-host Dave Vellante, co-founder of wikibond.org, research firm in Massachusetts. This is theCUBE, our flagship telecast. When we go out with an anchor desk format, we cover the most important tech events going on in the industry. And we do everyday coverage. We go live, we go in-depth. Nobody does what we do. We're the only ones doing in-depth live coverage with analysis and insight. And here at Oracle, you can't get this information anywhere. The coverage has been sparse on the blogs. We have all the insight and coverage here. Obviously, Oracle has Oracle TV, but that's Oracle's propaganda. You can't really trust that. So, we're independent. We're going to give you our opinions. Dave, let's start with you. Your opinion of Oracle right now, starting with Larry Ellison's keynote on Sunday. Take us through yesterday. What's your opinion of what's going on here in Oracle? Give us some insight. You know, John, I agree with your assertion that it was not the greatest keynote that Larry Ellison ever had. I think that at the same time, Oracle, as I've said, puts its money where its mouth is. The company throws off tons of cash, $12.3 billion in free cash flow over the last four quarters. It is spending money on R&D. It is executing, integrating, changing the game with its Exadata product. Everybody is responding to that. You've seen EMC acquire Green Plum, IBM buy Netiza, Teradata making some moves with Astrodata. Oracle has changed that game. And it's now getting into the Hadoop business. It announced a Hadoop appliance. It's talking big data. So Oracle has the market power. Whenever some new trend comes out, whether it's virtualization, big data, cloud, Oracle will say the right things, make some moves, freeze the market, and keep people on its platform. Here's, in my opinion, Dave, I would agree with that. But the big story for the folks out there to really understand is that Oracle is the 800-pound gorilla in the tech IT business. The enterprises, the companies, the people that you're employed by. And they're in almost all of them. They're in the top 20 of everything. But here's what's going on with Oracle. Last year at Oracle Open World, we brought theCUBE here, they talked about the cloud. Oracle's going to move from this proprietary box-driven database to cloud solutions, cloud into box, as they said. This year, there's not so much talk about clouds, but hardware performance and analytics, big data. Oracle is all about big data. Everything around this show here, the booth space, all the vendors, the ecosystem, all the companies we're talking to, and behind us here on the ground floor are all talking about big data. And what that means is real-time analytics, the real-time web. The Apple announcement today highlights the fact that we are living in a world where mobility and real-time access to information is the number one demand point for users. And that's what it's all about here. You're hearing it from us. That's the insight. And Oracle is absolutely going to make a big play. Now, like you said, they're not a pioneer. They're followers. So expect Oracle to use their muscle to come in and own the big data like they're trying to own cloud. And the question is, can the startups, can companies like VMware and EMC and Microsoft and Intel continue to pace up and build that innovation? And the third thing is open source. Open source continues to be a thriving, thriving part of our ecosystem in this economy. Oracle owns a big part of that with Java and MySQL with unstructured databases. Can Oracle, as you said, freeze the market? And that's going to be interesting to watch. I don't think they can. I think the market's too strong and the current is going to flow around Oracle. And that's kind of something that we're going to watch and will Oracle try to land grab or will they try to roll with it? And so let's talk about that and then let's go to Mark Herd who's going to go on a clip there. Yeah, so how did Oracle get so powerful? Oracle was founded in 1977. One of the co-founders was, of course, Larry Ellison and they developed a relational database management system to really automate back offices. And that's what happened through the late 70's and the 80's and there were a number of companies like Oracle and Informix and certainly IBM with DB2 and Sybase and IDMS with Cullinette and Oracle survived that shakeout and is thriving. And what happened is in the 2000's Oracle started buying up application companies like PeopleSoft and others and now it is the 800 pound gorilla of John. And I think, to your point about freezing the market, Oracle can freeze its own market. Can it freeze the entire market? Maybe not, but it certainly can maintain its footprint within its customers. Well let's go to a clip from Mark Herd and then before we go there, Mark, let's talk about the other story that's the undercurrent inside the Silicon Valley world where I live and that is the war between Oracle and HP. HP obviously is under huge pressure. Their CEO stepped down. Leo Apatek are under forced out by the board. The board is in turmoil. Companies doing extremely well in the operating divisions that are HP but prior to Leo Apatek, Mark Herd was the CEO of HP. He was forced out by the board. He became the president here at Oracle and he's Larry's number one right hand lieutenant. And that's what Mark Herd has to say on his keynote where he's on stage and he talks about specifically what he's going to do to turn the Oracle machine into taking over HP or other companies. There's no audio? Okay. Okay, so Mark Herd is here. We have no audio, just got to note. So that's Mark Herd on screen. Mark Herd is obviously president of Oracle. He used to work at HP as a CEO. He's credited with turning around HP's performance which was disaster when Carly Farina was trashed HP as a company. Mark Herd came in, cleaned up her mess but apparently as I reported on SiliconANGLE.com Mark Herd just stayed a little bit too long. Cut a lot of muscle out of the bone of HP down to the bone and then was forced out by the board and then they brought Leo Apatecker in and then he was forced out. So HP's in turmoil. Mark Herd is an operational guy. He's over there leading Oracle. Dave, what do you think about Mark Herd and some of the things he's going to do here at Oracle? Well, Alison said it was the dumbest move since Apple fired jobs. You know, Herd, I think Herd was good for HP and that he got HP's act together. I think you and I have talked about this. He cut to the bone and I think that hurt HP but I don't think you can really blame Herd, frankly. I think HP's made its own bed and you're seeing some of the mess now manifests itself. I think great pickup by Oracle from all accounts, Herd is an outstanding manager. He's very customer driven. He's out there in the field pressing the flesh, very driven, which you have to be in Oracle management and that guy's got street cred. He clearly has street cred with Wall Street with customers and so great pickup. We're getting some people in the chat here, Dave, just to interrupt you. We're going to ask you some questions. The iPhone 5 is not coming out and the live feed is not available anymore by CNN or CNBC, whoever had it. We do not have a feed there. We have reporters on the scene doing work, getting all the data and we share that to you on www.com and also on Twitter at SiliconANGLE. The other breaking news today that's interesting for the folks out there who love Apple is that their website is down. And the rumors are going around that essentially Microsoft, a group of pro-Microsoft hackers, hacked Apple. So obviously, Zoom was very popular amongst Microsoft hackers and the death of the Zoom, which was announced confirmed today. Not true. There's a strong rumor going around that pro-Microsoft hackers hacked Apple. If you pull up the Apple screen, you'll see that Apple.com is no longer functioning. The world is crashing. Apple is down. It's back up. Okay, just must have came back up because mine's still down. Okay, so there we go. Apple is up and running again. Apple has been crashed for, that was a good 20 minutes. Oh, it stalks back up, Dave. It's creating new support at 356, 358. The Apple stalk is directly related to the website, apparently. It actually looks very similar. Yeah, just bounced up, literally. I don't know if anyone out there can, on Justin TV, who's on the chat with us, could share with us if they can get to the Apple site. If you can just ping us on Silicon Engels chat here, tell us if you can get access to Apple.com. Yeah, we're inside of the Mosconi. Can you get Apple? We're inside of Mosconi with Lousy on Activity. Apple's stalk is plummeting. You can see the real knife there when it went below 360 was right about the time that its website went down. It bounced off the low right about the time when the website went up. Here, Apple's up. So yes, the Apple website is back up. And the stalk is not doing well today. The market where tech is doing well. DAO is down, but tech