 I'm in Juniper, although I've been breaking some stories. I've been kind of critical of Juniper. I've always felt that Juniper's product leadership has been phenomenal. The mobile and software focus is very relevant. I think open flow is an indicator of where the market's going on the converged networking side. Marketing-wise, I need a little help, I think, over there in terms of getting the word out. Always been under the shadow of Cisco, and Cisco's just been twisting in the wind for the past three years, Dave, and just the Q fabric, flattening of the network, East-West is really the trend, and then the question is, is it going to go to the software side? So what I'm watching is, I'm going to be at the open flow symposium on October 26th. We're going to go in, I'm going to dig in the trenches there, and what I'm watching is, he mentioned Big Switches, which is in Palo Alto, met those guys, there's another company that's just got like $60 million, such with the, and I don't know what the name of it is. You know what that company said, Naveen, you know. I'm going to shoot. John, why don't more networking companies crown the mobile? Nacira, Nacira is the thought leader in the space. A little bit over Big Switch, 60 million rays. This is top of the rack stuff. That's a threat to Juniper and Cisco on the hardware side, but I just see the software network side being a big part of that. And the question is, is on the developer community, can the open source side take up the Juno space and win there? I mean, I think Juniper's got a good play there. I think there's still some open jury there. Mobile security, I think is a hot spot for them, that they're doing well in. I like the mobile security. How many more networking companies crown mobile? What Juniper does? Well, Juniper's early on mobile, and what happened is, you know, I see Apple was out there, added the poster child of mobile, just the user uptake. I mean, just now we were at SAP, we saw Sapphire put up data analytics using the iPad. So the mobile uptake as a workforce IT platform just hasn't evolved as fast as it should. People still run on Blackberries. So, you know, I think this year you'll see a lot more mobility. And that's to me, the consumerization of IT. So you got the consumerization of IT is still lagging on the enterprise side. The cloud and the infrastructure convergence side is still developing. So I always felt that Junos and mobile is a good strategy for them. It's just that I don't think the market has moved as fast and has shifted a little bit. And with big data and cloud, we're seeing that now. And it's kind of confusing. Well, it seems like you would want to be there, right? I mean, that's the, we were talking earlier about Apple, the most valuable tech company. Why is that? It's because of mobile. We're talking about the lack of Oracle's mobile. You pulled up Juniper stock price. It's down from 17 from 45. I think they got hammered in the marketplace in the past. Well, they missed earnings, but you know, it's climbing back up. There's been some insider buying. That's, you know, I don't know if that's up. Well, I mean, I think that, you know, Eddie comes from Microsoft. Kevin Johnson's a great executive of there. He's not a slouch at all. He's solid. They have a fundamentally strong engineering focus and their product leadership is really, really good. They're just not the marketing machine that Cisco is. And Cisco has got a huge arsenal of dollars. We know that. We've talked about this. Cisco, the 800 pound gorilla of Juniper. We called the innovator and HP, the commoditizer. Is that what we said? They don't like when we said that. But I think, you know, if you look at Junos, what they're doing there and the Q fabric, that's a relevant architecture. The question is with cloud, kind of cloud washing overlaying that, you've had some confusion. And I think Junos has been watered down a bit in the marketplace by that messaging. And I think, you know, they didn't have the muscle to really kind of amplify that. But I think they're in a good position. I think they have a good beach head and the app, when the app stores come to the enterprise, which they are now, then you'll start to see Junos. You'll start to see the benefits of this architecture because now when enterprises have deployed services like SOA like stuff, the catalog of services, then you're going to see the benefits of mobility. You're going to see the benefits of the network switches. Don't you think the, the vision of app store for the enterprise, I think is real. We saw that at SAP Sapphire. It feel like it's really nowhere. Oracle is kind of giving it lip service. But that really is the vision. A lot of CIOs, we talked of Citrix Synergy as well was another show that we were at where a lot of the CIOs in the crowd were talking about developing the app store for the enterprise. I mean, it felt real. So we got some breaking news here from coming across the wire. SiliconANGLE has got a story coming out that suggests that leaked sales numbers from Amazon Kindle fire on track to outsell the iPad. So that's pretty significant product news that the iPad might be outsold by the Kindle. Again, this to me is really what I was trying to emphasize with HP. If this is true, and we're going to have a story in the sun, go to siliconangle.com, look for the story. If the leaked sales numbers suggest that the Kindle fire is outselling the iPad, this is going to be a direct proof positive that HP needs to stay in the tablet business because when HP dropped the price of the touchpad, that thing sold like hotcakes. And that means that the price point is if it can get down to a certain point, the indifference by the brand will be a factor. In other words, if the iPhone 4S, for example, $600 and the iPad continues to stay a high price, that's going to be the boutique jewelry of tech. And then you see the price points drop lower. You'll see massive sales. That's a direct threat to Apple. And that might be one of the reasons why Apple stock price is dropping. So $600, what can I get a state of the art Android phone? Well, I was actually at Best Buy last weekend to get my son a new Xbox. A really nice one. What's it cost? Really nice Android phone, like best Android, HTC Android phone. Dave, how much? Three or four hundred? All right, so that's a pretty significant premium for the iPhone that you're in. I was at Best Buy this past week and buying my son a new Xbox and who walks in is John Doar. Kleina Perkins, he runs the iPhone over there. And so I'm looking at the mobile phones. I was browsing actually the netbooks. For $299, you can actually get a full netbook laptop. And so the price points have dropped down on the commodity side. That's going to absolutely happen on the Android as well. And if Apple continues to have the price margin, a street price so high, you'll see a massive consumer uptake of the low end market. And that's a direct threat. This is what happened the last time jobs left Apple. You had John Scully who basically wanted to make sure that every PC that they sold had a 50 plus percent gross margin. And they kind of priced themselves out of the market. And then Windows came in, it was the volume leader, price kept dropping, it was good enough. Why doesn't the same thing happen with Android? Also breaking news from Kara Swisher, Federated Media Buys, legit networks might take is that some developers, according to Markers and Hopkins, weren't thrilled with the quality of the product. Traffic, basically it's a traffic sucking machine. And when you take traffic away from bloggers, they lose money. You know, a lot of changes going on. We heard from Juniper Networks and, you know, I think just overall the network environment right now, both on the internet and hardware is just crazy. So, you know, you're going to see consolidation. We heard that last yesterday and that will continue to happen. And it's just crazy, Dave. Yeah, so we're here live at Oracle Open World. This is SiliconANGLE's continuous coverage of Oracle Open World 2011. We're here in the Moscone Center in San Francisco. We are inside theCUBE. theCUBE is the place where we bring in all the best guests, the executives, the end users, the bloggers, the analysts to share their knowledge with you, our community. A lot of this is probably new. A lot of you may not be familiar with Oracle Open World, a lot of new parlance. You know, we're talking about, you know, VMs and OVMs and all kinds of, you know, other tech terms, a lot of new acronyms. Well, go to SiliconANGLE.com. Go to SiliconANGLE.tv. Check out the videos. Go to ServicesANGLE. Go to Wikibon.org. Wikibon.org is a place where peers meet and share ideas and solve challenging problems. Sign up for Wikibon. Get invitations to private meetings to interact with your peers. So check out those resources. If you have a question, hopefully we have an answer. Let us know. Tweet us at Furrier, at D-Valente and we're here to help. So we're going to play in picture in picture a Siri Accelerator interview from South by Southwest 09. This is our first CUBE prototype event that Mark Risen Hopkins did in an interview with them. Mark had long hair then. And this is a key part of the new Apple announcement is that this is part of the new iPhone 4S and is essentially an assistant, voice assistant that helps you use words, voice activation to find things. And there's no sound here. Kind of like a droid had like two years ago. Is that what you're talking about? You remember when Apple came out with the, you can press the number and call it. And it looked like BlackBerry had it before. Actually it's more advanced now. You're going to actually just say the number. As I'm saying, that's to my point though. I mean, you're seeing innovation outside of the Apple community. I see the same thing happening in mobile that happened in PC, very similar anyway. You know, a lot of the innovations coming from that larger ecosystem. And I think $600, I think a lot of consumers are going to think twice about a $600 4S. I don't know. Well, I think this is the innovation we're going to see. We're going to see automation around the user experience and Apple is leading the charge there. And the enterprise will continue to lag as I was mentioning. I don't think they're leading the charge. I think that's, that Apple, voice activation, droids had it for years. So it's more than voice activation. So this is truly innovation. AI on your phone, not just parsing words. And Apple is leading innovation. So, I mean, it's been voice recognition. It's hard to say, Apple is not leading innovation. Voice recognition has been around for a long time and you know, Drag and all these companies. So, Android's done a good job with it, but I- Not a big fan of Android, are you? I am a big fan of Android, but I think Apple's 10 times better in terms of the phone and the iPad. I think on the phone side- What makes them better? The user experience, the integration, the software, everything is 10 times better. Except for Gmail integration and YouTube, which is phenomenal on the Android phone, hence the Google integration. On the iPad side, absolutely harder to take that same phone form factor and make it into a tablet. And that is why no one's being able to crack the code on iPad. It's just hard to do. As a software developer, it's incredibly hard to make that work. Sinking and now with Cloud, we'll see what they can do. So, you know, again, iPad's got a size of a lead, but if the Kindle price point is going to hit that number and if those leaked sales numbers by Kindle are true, that means that you have a market that's not price sensitive. I mean, it's price sensitive. What do you make of that, that leaked sales number? I mean, it's just an early push that's not sustainable or is it the real deal? I think that the demand for a tablet and phone and these kinds of UI devices is so strong and that the price sensitivity of the number is a big deal. I mean, HP, when they had the touchpad, sold out like hotcakes when they dropped the price of $99 and just off the shelf, they sold out in like days. So to me, that's where the market is, not 300. So that's a consumer pricing issue. So, you know, I'm sure that it's going to be a big deal on price sensitivity. Now, who can meet those price points? Can HP, obviously HP lost money with a touchpad, but can they meet that price point? I'm going to check Twitter here. This is the Siri demo from Apple. All right, so we're here, Oracle Open World. I'm Dave Vellante from wikibon.org and I'm here with John Furrier of siliconangle.com. We've got a number of guests coming up today. We've got David Flynn, who's the CEO of Fusion I.O. Before that, we've got Vaughn Stewart from NetApp. NetApp, John used to sell a ton of storage to Oracle and then Oracle, of course, started to vertically integrate with the Sun acquisition. I doubt NetApp sells as much storage to Oracle, although it still's got tons of equipment installed. And I think Gary Ornstein is coming on today. With David Flynn from the Fusion I.O. here. Are they coming on together? I think they're coming on together. So why don't we go to the news, should we go to the news? Do you want to go to the news? And then we've got a spotlight in the high performance data center this afternoon. NetApp is soaring. Yeah, well, you know, tech is hot today. Tech's doing very well with the exception of Apple. You know, EMC's up, NetApp's up, Juniper was up. Tech in general is strong after a big sell-off yesterday. The one exception, of course, is Apple. Lack of iPhone 5 and the website being down really is what drove that stock, really the former more than the latter. But Apple continues to be down, although it's recovered, John, from its lows. So Apple's only, you know, a couple points off from its open. So it bounced off of 360 earlier, went down below 360 and it's coming back nicely. It's only down two points now. That's the herd mentality that happens of the iPhone 5 disappointment. And when people realize that there's going to be an impact, you know, obviously you have Apple surging back up again. I think they'll finish the day ahead. So let's look for that. Yeah, people realize that this is a new product cycle and it's 600 bucks a pop and that's good margin on that thing. Dave, let's just review Oracle Open World. Oracle Open World obviously is in San Francisco, California, we're here with theCUBE, our flagship telecast where we go out to the events and talk to the guests and get the news and share that with you with insight. And I think the big story for Oracle Open World here is that it's all about big data. Big data is about Hadoop unstructured information and this really shines the light on the fact that mobile data and unstructured information is the key trend and successes of networking products like Juniper and HP right now, shine the light on the fact that the market is changing significantly and the new user experience is happening. Yeah, and we're covering all the angles here at Wikibon and Silicon Angle. We've got a page up on Wikibon. Kim, if you could bring that up. So here you see, this is placed up by there by Jeff Kelly. You can see all the videos that we've done and we've got people live blogging, highlighting these videos, coming up with comments. You can see it's a nice resource for you. Check it out, it's on wikibon.org and at the very bottom you'll see all the editorial and articles on SiliconAngle.com, on services angle, on Wikibon and so just really covering this, trying to do a good job. If you've got questions, let us know and we'll try to get them answered. So thanks everybody for watching. Okay, so Vaughn Stewart is up next from NetApp. Is Vaughn in the house? Yes, he is. So Vaughn is a virtualization evangelist so we're gonna talk about NetApp. NetApp's handing out these cool blue hats. They got a big booth here. A lot of people know NetApp, but many may not.