 Okay, we're back at NAB day two. Wrap up here inside the cube. This is our flagship telecast, siliconangle.com, siliconangle.tv. Now we're going to wrap up today's segment and we're going to go into afternoon presentations that Intel Studio Experience has a slew of demos. If you're here at NAB or you're watching on Twitter, tweet Intel Studio and come by. I'm here with my co-host. I'm Dave Vellante of Wikibon.org and John, we've seen the themes come together. We heard Eric Jackson talk about evolution today. He's a consumer of all these cool technologies and basically seeing evolutionary technologies and things like cameras and other, you know, whiz bang toys, but not a shock, you know, not a shock and awe to him. It's relatively shocking and aweing to me as someone who's relatively new to NAB, but for a practitioner like Eric, not so much. And we heard Tom Joyce talk about, you know, storage, how it's different in this industry and tape and then Autodesk with some really great innovations and a lot of other great guests today. I mean, obviously the theme today for me was the software matters. And then, you know, we're seeing a lot of innovation with software, you know, Autodesk, we heard from Adobe yesterday, we heard from Magic. So, you know, software really is the mean, the proxy for the innovation in the core hardware because you can see the benefits and that's where the applications really shine. The other thing that has clearly come out here is that Thunderbolt is not integrated into HP. I thought that was pretty interesting that it's not fully yet into their high-end workstations. You get a lot of Mac-like competition given the whole emphasis of multi-platforms, so I think that's a big deal. Well, I wonder if I could ask you about that, John. I mean, you were, I think, pretty clear and you, at least I inferred from your comments that you'd think that would be a mistake if HP didn't adopt Thunderbolt. I think it's an HP mistake if they don't put Thunderbolt into the machines. It's just clearly, I mean, again, I have to look at the actual performance. Is it reliable? Obviously, it's as expected pretty as reliable. So I'm assuming it will be reliable. But at those speeds, it's clearly a superior product. And if you're going to have a high-end workstation, you got to have the most superior products. I just think from an HP standpoint, it's just the big battleship of HP. I got to redesign the motherboard. I got to have the connectors, negotiated price with Intel. But it looks like they're following Apple, right? Well, they should follow Apple. I mean, Apple's stock price is higher than HP's. They got to get over that, right? So, you know, but the thing is, it's about Mac competition. Mac had a lot of success at the high-end, the creative, general-purpose creative market. But, you know, you had workstations owning the higher, higher end of graphics and rendering. And I think the big epiphany here is that Mac basically is a UNIX workstation. So what you have here, HP, and now you see with Dell, it's mainly HP. They're UNIX guys. So I think HP's smart to move into that workstation business. Go head-to-head with Apple and say, hey, we have workstations too, and make the fastest car they possibly can. It's for these app subscribers. It's just amazing to see how much love, you know, Apple's getting inside of the Intel booth, you know, 10 years ago, that was in the case. Apple made a major transition to Intel. When it hits someone at HP and Dell, they're just going to give us laptops so we can get, our tactics not working by having Macs on the desk here, Dave. Now, but seriously, it's fun to watch. I think I'm really bullish on the tech companies. I think they all get the impact of the media and how they're enabling the massive change. We've heard about SSD, how that's changed the game. I mean, you can see it on the face of the Autodesk executive, how impactful the performance has been for his job, his company, and ultimately his customers. I think the other thing that's a key point out of today is the democratization of media, and it's kind of cliche to say the democratization of media, but in reality is the tools are out there. There's a zillion different lights, there's different cameras. They're all got the same cars. I think Eric talked about the cars, GM Ford, pick your general car, and then you get the high end, you got mid-range. So you have all the tools out there. To me, democratization puts the tools in the hands of everybody. That's individual corporations. That's also broadcasters and the people. And so software will make it all happen. So to me, my walk away here is looking at the software innovations, and that's going to be my action item this afternoon, is to go out on the show floor and look at the actual software, composite software, and see if I can get a hand on some demo units. So it's a tech rally today. IBM and HP are leading it. Apple bounced back today. So some good things going on tech. And Zynga actually told the street that it's going to start a acquiring company. So Zynga's down significantly, down 5%. And so Zynga's got, as you know, almost $2 billion in cash. So I mean, what do you think about that? Zynga going to be more acquisitive. Well, I think it's the sign that they don't have any confidence in their product leadership. So obviously anyone who knows about Zynga and played Farmville knows it. That horse is not going to stay around for a while. I mean, it used to be cool to play Farmville in all those games, but now you look like a kind of a, you know, why are you still playing Farmville? You don't play Words With Friends? You know, Words With Friends is just a different experience. So I think the gaming business is all about experience. It's like a nightclub. It's always good. And then all of a sudden it gets stale and then people move on to something else. So good move going on, start acquiring companies. I think OMG Pop was an amazing deal for Zynga. They paid $189 million. I think that's the number I heard. Some people are reporting about $200 million for that deal. And clearly that was a fantastic deal. So they paid a very low price relative to what they're getting in terms of value, in terms of users, et cetera, et cetera. How about it, Zynga's got a $7 billion market cap, Instagram, one seventh the value of Zynga. Well, Instagram is a fluke. I think that a lottery ticket, really, ultimately in my opinion, but I think it just goes to show you that the way the market's going is if you put out good software and it hits that thermal, hits that growth, you can have that massive tsunami. And I think ultimately, in order for them to actually compete, they would have done, have to do a monster round of finance, even though they raised $50 million. They still got to hire the engineers and do all that work. And ultimately, I think they're looking at a road saying, hey, I'll take that offer any day of the week. I think they would have taken a half a billion dollars easily. So again, it's very bubble-ish in the sense of the markets, but that's Silicon Valley. Well, and like I said, so tech rally today, IBM HP, IBM's pushing its 52-week high, not quite there, but IBM's market cap's now 239 billion, John. HP, by contrast, which is a larger company, is a market cap of under $50 billion now. So lower than EMC slash VMware. Certainly significantly lower than SAP. So that's something that we've been watching pretty extensively. Other news on the page of siliconangle.com, top story today right now is Oracle execs thought Sun acquisition was a mistake. My first and very interesting story that's coming out. So this is on Silicon Angle. I got to read that story. We've got some big data stories. Nacera had a great article in Wired Magazine around the whole open-stack buzz. They're really a software networking company innovating like a Cisco-type environment in software. So I think we still haven't even seen the embedded killer software yet in some of the networking side of this. I think Thunderbolt is an absolute telegraph move around where the networking business has to go, has to hit the performance levels. That meets video. And then just a lot of other tech news and IT news going on at Silicon Angle around open-stack, but ultimately, earnings are happening. Hulu's got an article in New York Times, adds original programming. So again, back to here. Content is the key landscape change here. And so if you're in the content business, a big deal. Yeah, so that's interesting. I'm reading the Melissa's article on Silicon Angle. Evidently, as part of the filing, some of the Oracle execs said that they thought this was a mistake, which is different than what I thought. So we'll have to dig into that a little deeper. Final thoughts, Dave, for day two here. We had some pretty good interviews. Thunderbolt was interesting. Autodesk was, I thought, my favorite. I really like the special effects, and I can't wait to see the demo of the 1,000 people marching in in the Intel logo. I think that's going to be pretty cool. For me, I think you've underscored the whole democratization of the media business and the tools that are coming into the hands of the masses and enabling people like us. We talked about Leo LaPorte broadcasting, really creating this new form of media. It reminds us of cable back in the late 1970s. So we're seeing the tools come down in cost, the economics are so compelling, and it's just enabling a huge number of people to get creative and provide production values that are much more consistent with what you typically see at high-end studios. And for the folks out there who don't know siliconangle.com, siliconangle.tv, we're going to be launching a 24-7 tech network this quarter. You'll see 24-7 programming from Silicon Angle. We have theCUBE desk here, doing morning and evening news wrap-ups, and as well as CUBE specials, as well as program specials, NAB special, big data special, disruptions of media specials. So we're going to go out there and compete, I guess, with the CNBCs of the World, Dave, and go out and create a tech programming channel to serve the audience, and they are out there on social media. So if we can get that going, that'd be a goal of ours this quarter. You'll take a look on that, keep an eye on that. Other news here, Dave, that you're excited about? Well, I think I want to go by and see that new camera. You have a 7D, right? Yeah, I have a 7D, yep. And so it looks like it's going to get outdated shortly here. All right, well, that's a wrap from day two at NAB with Silicon Angle's theCUBE. We are headlining Intel's studio experience with all great interviews from people here showing off their amazing solutions inside the booth and from the folks out watching. There's a whole afternoon sessions of folks doing demos on this amazing screen behind us, this technology called Sight Deck. We call it the Epiphany Wall. Fantastic, great setup here by Intel, and I want to say thanks to the Intel team. I want to say thanks to Marcus and Hopkins, our producer at SiliconAngle.tv, and an amazing stage here. Very big presence at NAB, and we'll be following the pound NAB show hashtag and we'll be walking the floors. And I'll see if you want to find us on Twitter, you will. And I want Dave to say thanks for day two. It's been great. Yeah, thank you, John, appreciate the collaboration with Silicon Angle, it's always a pleasure. And that's a wrap up for us here at theCUBE at NAB, and we'll see you tomorrow.